Chart Builder

Last Revised:       Written by Veloxity CRM    Time Estimate: About 5 minutes to read. Version 2.0


Contents


What is Chart Builder?

Definition

Chart Builder allows you to easily manage saved charts, and create new charts from any data table.

Chart Builder is represented by the pie chart iconin the upper right corner of the screen. 

Click Charts  to access Chart Builder. 

How can I use Chart Builder?

Charts are powerful data-backed visualizations allowing you to quickly analyze large amounts of information.

Chart Builder is interactive and highly configurable. With just a few clicks, easily answer questions about your sales process through powerful visualizations.

Where can I find Chart Builder?

Click Charts  to create new charts or manage saved charts. Charts are located on data tables. 

Navigating Chart Builder

You are looking at a screenshot of Navigating Chart Builder on a Data Table:

Figure 1. Navigating Chart Builder on a Data Table.

How can I use Chart Builder?

Tip: Chart Builder is intuitive. Chart Builder will show the charts that work with the data type (Accounts, Activities, Contacts, Leads, Opportunities, Sales Divisions) you are viewing. Chart Builder also lists charts showing related data. 

In Chart Builder, you can select from two options for managing charts:

  • View a saved chart.

  • Create a new chart.

Viewing a Saved Chart

Saved Charts are listed in tile view.

There are three kinds of Saved Charts:

  • System Charts which come preconfigured with Veloxity CRM.
  • Administrator configured Charts which cannot be changed.
  • User configured Charts which can be updated or deleted depending on your access privileges. (Note that If there are no saved charts, then this area will be empty.)
  1. Click the Chart you want to view.
  2. The Chart automatically opens.

Create a New Chart

Select Chart Type

  1. Click + in the upper right-hand corner to Create a New Chart. 
  2. Select Chart Type.
  3. Click Create Chart. 

For more information on Chart Types, visit How can I select a chart type?

You are looking at a screenshot of Selecting a Chart Type:

Figure 2. Create a New Chart: Selecting a Chart Type.

Define Chart Series

Tip: Veloxity guides you through this process using an intuitive, fill-in-the-blanks process.

Define the chart series, and click Create Chart. (For detailed instructions view How can I define a chart series?) 

In this example, we are looking at a metric chart that visualizes the total actual amount of all opportunities combined.

You are looking at a screenshot of Defining the Chart Series:

Figure 3. Creating a New Chart: Define Chart Series.

Integrated Chart from a Data Table

When you are viewing a data table, you have the option to simultaneously view a custom chart beside the data table.

The Data Table and the Chart work together: when you update the Data Table, the Chart will update. When you update the Chart, the Data Table will update.

Tip: To turn off the Chart View, and return to the full table view, click the Chart symbol. 

You are looking at a screenshot of Viewing a Chart on a Data Table:

Figure 4.  Creating a New Chart: View Chart.