Views and Charts (analysing your leads and sales)

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Views and Charts (analysing your leads and sales)

The Sales App has a unique feature which allows you to view charts based on the rows included in a view.

The benefit of this, is that you can analyse your leads and opportunities in more detail.  Examples of how this can be used include:

  • Building views for a particular Owner or Team
  • Reporting on sales in a particular period and analysing performance
  • Focusing on particular Pipelines
  • Analysing a referral source.

The Chart Feature

You will notice at the top right of a Lead or Opportunity view you now have a chart button. Clicking on this will change from a grid view to a standard set of charts.

These are the same charts as the Sales App landing page but are based only on the records that are included in the View you are on. 

Some of the charts may be irrelevant, depending on the rows included. For example, if you are only looking at Active Opportunities, Conversion charts will not be relevant (as they only apply to won or lost opportunities)

You can revert back to the grid view by clicking on the grid button .
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