Last Revised: Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Contents
What is Chart Viewer?
Definition
Chart Viewer allows you to easily view saved charts embedded in your Veloxity system.
How can I use Chart Viewer?
Your Veloxity CRM administrator can embed charts in data views.
- Click the Chart Title and then select the saved chart you wish to view.
- In Chart View, the chart type is preconfigured. You cannot change the chart type. The data backing the Chart View can be changed by clicking Chart Title.
- Charts can help you optimize your sales process. Charts are powerful tools to analyze your data, find patterns, track goals, and gain insights into your sales process. Charts are quickly customized to visually answer complex questions, at any time, in real-time detail.
One of the keys to successful charting is planning. Take a few minutes to determine your most important and frequently asked questions. Learn how to create charts that produce answers to these questions. Once created, save important charts for future use. Because charts quickly analyze large amounts of data, and present the data in clear visualizations, charts make it easy to stay on top of important metrics.
Where can I find Chart Viewer?
Charts Viewer is configured by your Veloxity administrator. The availability and location of Chart Viewer depends on this configuration.
Navigating Chart Viewer
You are looking at a screenshot of Chart Viewer:
Figure 1. Chart Viewer.
How can I use Chart Viewer?
Select a chart to view by clicking the Chart Title:
- Click Chart Title.
- Select the Saved Chart you want to view.
- Chart Viewer automatically displays the selected Chart.
You are looking at a screenshot demonstrating how to Select Additional Charts to View:
Figure 2. Select Additional Charts to View.
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