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Articles tagged "chart" returned 33 results.
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Item Reports
Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...
Add Widgets to a Home Page Dashboard
...chart, list, table or count If you are creating a chart you can then select the chart type Select the X and Y axis Enter to name to describe the...
Manage your monthly sales meetings
...monthly sales by year in a chart Close modal Check your Sales Pipeline View what sales are left in the pipeline for this month – click though from the chart...
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...
Updates
...from bar chart created from Product Sales. Users are now able to use US_ID_SUPPORT (Support or Contact Manager) within Contact reports. Parent name now available on widgets that use parent...
How To Setup Sales Target
...Currency and then enter a Target Value. Close modal Info Once you have setup your Targets you can create Target Charts, see Creating Sales Target Charts for more on this....
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. ...
What’s New in Gold-Vision 8
...widgets (such as overview counts) and charts. This customisability is particularly helpful when it comes to your Overview page, bringing it to life and providing a high-level view of your...
Create Dashboards or Menus for your team
...Home Page Dashboard make this public by Sharing it. Close modal Resize Widgets & Charts You can also resize widgets and charts to any size by clicking in the bottom...
Report, Calendar, Map and Flows view
...(charts, tables and counts) based on the data in your list. See Creating Charts and Reports for more information. Close modal Map View To use the Map view, ensure that...
