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Articles tagged "charts" returned 29 results.
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Setting up Sales Charts
Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed...
X and Y axis in charts
Not sure which way round the X and Y axis are? Close modal Close modal Close modal Close modal...
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Set up your annual reporting
...sales charts: Setting up Sales Charts Info To capture product sales detail you will need to be using Quotes and Products in Gold-Vision. Use our Creating Quotes help. Tip...
Sales Reports
...and PDF file formats. You can also create charts based on the Sales and Forecasts lists and Sales Target Charts based on predefined targets set by your Gold-Vision Administrator Create...
Creating A Gauge Chart
What are Gauge Charts Gauge charts are a special type of Target Chart that measure the performance of Gold-Vision items e.g. Sales against a set goal. These charts are show...
Gold-Vision 8 Upgrade Planning
...lists Unable to create new charts from lists Unable to ‘Add Items to this view’ from a list (Add existing charts) Unable to create new Favourites from lists Unable to...
Sales and Forecast Lists
...Note: Only Quotes that are Included in Opportunity are shown and Seminar Bookings that are Confirmed Tip Target Charts can be created from all of the above lists Target Charts...
Creating A Target Chart
Charts, tables and counts are known as Widgets and can be created from lists or Home Pages. Target charts are a special type of chart that show performance against Product...
Monitor activity
...can then create Widgets and Charts from this list then add them to Menus or Dashboards : Close modal See Dashboards for more information about creating Charts and Reports. ...
