Last Revised: 19 Dec 2019 Written by Veloxity CRM Time Estimate: About 3 minutes to read.
You are looking at a screenshot of the Chart Manager:
Figure 1. Chart Manager on Opportunity Kanban Toolbar.
Navigate to the Toolbar on the data type where you would like to create the chart.
Click Chart Manager symbol. (See Figure 1.)
For example, Figure 1 shows the Chart Manager on the Opportunity Kanban. Clicking Chart Manager will open the Opportunity Charts. If you navigate to Sales Divisions, and click Chart Manager, you would open the Sales Division Charts. Veloxity CRM automatically offers choices of chart types and data fields that work with the data type you are visualizing.
You are looking at a screenshot documenting how to create a new chart:
Figure 2. Click + to Open Create Chart.
Figure 3. Create Chart.
Click + to open Create Chart. (See Figure 2.)
Select a chart type from the list. (See Figure 3.)
The Chart Name will be automatically generated.
Click Create Chart.
You are looking at a screenshot demonstrating how to define a chart series:
Figure 4. Define Chart Series.
Figure 5. Design the Data the Chart will Visualize.
Design the data the chart will visualize (See Figures 4 & 5.):
- Apply Function: select a value from the picklist.
- To Data Field: select a value from the picklist.
- Grouping By: select a value from the picklist.
- Click Create Chart.
For example, in Figure 5, we are creating a Metric Chart. We might select "Total" for the function, "Actual Amount" for the data type, and "All Opportunities Combined" for the grouping.
Additional questions, feedback, or need more help? Click Learn More.
Jump to the following section for more information on working with Chart Builder: