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Articles tagged "charts" returned 29 results.
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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...
Updates
...recipients for a campaign source, events or language labels when you have a SharePoint Integration Charts showing the Bounced field from the Campaign Contact Recipients list now shows true and...
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...
Creating A Count
Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Count From A List To create a Count from a list, select Report...
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
...Opportunities Close modal See our Settings Area for more information about setting targets. Also click here if you would like to know more about to to setup Target Charts ...
Manage your monthly sales meetings
...this month – click though from the chart to view the list of sales Close modal To find out more on how to setup Dashboards and Charts click here. ...
Creating An Opportunity
...most cases to create sales pipeline charts. Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local...
Pin to Home Page & Menu
Home Page Use your Home Page to display frequently used/ viewed Dashboards Click on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Pin...
