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Articles tagged "chart" returned 33 results.
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Viewing & Reporting-Time / Units
...Dashboards / Charts can be created from the global list of time/ unit entries or at record level. Create Dashboards from Global list of Time / Unit Entries Go to...
Set targets
...Forecast, Leads, Appointments And Activities: This chart shows the ‘Company Sales Target’ and Open and Closed Opportunities Close modal See our Settings Area for more information about setting targets. Also...
Brand Style
...to add your logo and set a logo to be the Primary Logo: Close modal When adding a colour, specify it using the colour chart or your HEX or RGB...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Creating Dashboards
...widgets, charts and lists. How to edit and share your dashboard. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Managing your Exchequer Integration
...found highlighted in orange below. Once the data is in Gold-Vision is can be used to produce reports, charts and dashboards Transaction Header Close modal Close modal Close modal Close...
Using your Sage 200 integration
...by creating a pie chart split by the Sage ID of your customers Sage Transactions and Transaction lines are available within Gold-Vision from the parent account or can be viewed...
Creating A Table
...of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. If pinned to a Homepage the filters will be retained....
