CRM Help

Adding Components for Dashboard

Create Charts

After creating a dashboard you must add components (representing the exact data in pictorial form), which includes Bar, Pie, Line, Funnel, or Table charts. You can select the charts to display the data in pictorial form and also a table to display the data in tabular format.

Note

  • You can add only a maximum of 6 components in a dashboard.

List of Standard Charts

Chart Type Description
Bar chart To display two or more kinds of data, that can be used to compare values across categories.
Pie Chart To display data that is divided into triangular areas proportional to the percentages of the whole and used to illustrate the relationship of parts to the whole.
Line Chart To display a trend over a period with the variations in the multiple values in a single chart.
Funnel Chart To show the convergence of data from the entry level to exit level. It is typically used show the sales pipeline at any point of time.
Table Chart To show sum of the values in each category of the data.

To create report charts

  1. Click the Dashboardstab.
  2. In the Dashboards Home page, click Add Component.
  3. In the Add Component page, do the following:
    • Select the Component Type, either Chart or Table.
    • Enter the Component Name
    • Select the source of data for the report from the Source Report list.
  4. Click Next.
  5. In the Add Component page, select the type of chart from the Select Chart Type list box. Under Provide Chart Details, the X-Axis and Y-Axis details are displayed.
  6. Click Finish.

After adding a chart to the dashboard, you can perform the following operations:

  1. Delete the chart
  2. Edit the chart
  3. Drill-down the chart
  4. Change to 2-dimensional or 3-dimensional view
  5. Zoom out the chart

Note

  • You can delete only the custom charts created by you.

Drill Down Dashboards

This feature enables you to view a detailed report on the selected data in any dashboard report.

To drill-down dashboards

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the dashboard from the Switch to Dashboard drop-down list.
  3. In the selected dashboard, click on the data for which you need a detailed report.
  4. The data is displayed in the form of a report.
  5. In the Report page, you can export the data to PDF/XLS/CSV, save the report, customize it, or create a chart based on the details.
    See Also Working with Reports

Zoom in Charts

This feature enables you to zoom in and zoom out the chart for a better visualization of data, which is very useful while working with massive amounts of data.

To zoom in the charts

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the dashboard from the Switch to Dashboard drop-down list.
  3. In the Dashboards Home page, in the required chart click the Zoom icon. The enlarged chart is displayed in a separate window.

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