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User Guide

Home Page Charts

…entities that make up that bar/slice/etc. Sharing the Charts Sharing the charts will be enabled starting from June 2019. The charts are user-specific by default, but you can also share…

User Guide


…Page Charts Introduction to charts in graphical and table format and how to share them with sales groups. — Bar and Line Chart Creating bar and line charts. — Pie…

Admin Guide

Home Page Dashboard Settings

…be included in the reporting. Quote charts – Determine the reported quote states and select wanted plan types. Potential charts – Determine the reported potential states and select wanted plan…

    Combined Shape