Last Revised: 13 Dec 2019 Written by Veloxity CRM Time Estimate: About 5 minutes to read.
Chart Builder allows you to easily manage saved charts, and/or create new charts from any data table. 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.
Chart Builder is represented by the pie chart symbol in the upper right corner of the screen. Click the pie chart symbol to access Chart Builder.
Jump to the following sections to learn more about
About Chart Builder
Chart Builder allows you to easily select and manage saved charts, and/or create a new chart from any table of data.
Chart Builder is represented by the pie chart symbol in the upper right corner of the screen.
You are looking at a screenshot of Chart Manager.
Figure 1. Chart Manager.
Click the pie chart symbol to access Chart Builder. (See Figure 1.)
You are looking at a screenshot of Chart Builder.
Figure 2. Chart Builder.
In Chart Builder, you can select from two options for managing charts:
- Create a new chart. In Figure 2, notice the + icon highlighted. Click + to create a new chart.
- Select a saved chart. In Figure 2, notice there are two sets of saved charts:
- Opportunity Charts
- Charts showing data linked to these Opportunities.
- Click the Chart you wish to view.
Chart Builder is intuitive. Chart Builder will show the charts that work with the data type (Accounts, Contacts, Leads, Opportunities, Sales Divisions) you are viewing.
Chart builder will also list charts showing data linked to that data.
View a Saved Chart
Saved Charts are listed in tile view. There are two kinds of Saved Charts:
- 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.)
Create a New Chart
Click + in the upper right-hand corner of Chart Manager to Create a New Chart. (See Figure 2.)
First, select the chart type,
Then define the chart series, and click Create Chart. (For detailed instructions view How can I create a new chart?)
Veloxity guides you through this process using an intuitive, fill-in-the-blanks process.
Integrated Chart Builder from a Data Table
You are looking at a screenshot of the Integrated Chart Builder from a Data Table.
Figure 3. Integrated Chart Builder from Data Table.
When you are viewing a data table, you have the option to simultaneously view a custom chart beside the data table.
To do this, click the Chart symbol at the top right of your screen. This will allow you to Configure Charts.
The Data Table and the Chart work in concert: when you update the Data Table, the Chart will update. When you update the Chart, the Data Table will update.
To turn off the Chart View, and return to the full table view, click the Chart symbol.
When a chart is created, additional charts with data linked to those records can be generated. For example, when working with Opportunity Charts, Charts containing data linked to these opportunities records, such as leads and contacts, may be generated.
Key Features of Chart Builder
Charts are interactive and highly configurable.
Chart Builder allows you to create multi-series charts including hierarchical charts.
Present multi-series and hierarchical charts by adding additional visualizations onto a saved chart. The data is derived from the selection in the previous chart.
With just a few clicks, you can quickly answer questions about your sales process through powerful visualizations.
Veloxity offers the following nine chart types to use in visualizing data:
|Bar Chart||A chart or graph that presents categorical data with rectangular bars with heights or lengths proportional to the values they represent.|
|Funnel Chart||Show how something moves through different stages in a process (tracking sales conversions in a pipeline).|
|Gantt Chart||A bar chart that illustrates a project schedule; shows the dependency relationships between different activities and current schedule status.|
(Also called Dial charts or Speedometer charts.) Use needles to show information as a reading on a dial. The value for each needle is read against the colored data range or chart axis.
|Line Chart||(Also called line plot or line graph.) Displays information as a series of data points called “markers” connected by straight line segments.|
|Metric Chart||Displays numerical value.|
|Pie Chart||Understand the parts of a whole.|
|Radar Chart||Displays multivariate data in the form of a two-dimensional chart of three or more quantifiable variables represented on axes starting from the same point.|
|XY Chart||(Also called a scatter plot or scatter chart.) Uses Cartesian coordinates to display values for typically two variables for a set of data.|
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