FAQs in this section

What actions can I perform on a sales chart?

The major action on sales chart is that you can customize data views. You can customize data view in the following two ways:

On charts

You can group data shown on a chart by month, quarter, year, or user. To do this, use the drop-down displayed on the top right of the chart.
As a sales rep, you can only group data by month, quarter, or year.

On tables
- You can group the table data in the following ways using the drop-down:
  - Win Rate by Time
  - Closed Deals by Time
  - Win Rate by Owner

This filter is not available on all charts.

You can sort data by Deal or by Deal Owner by choosing the appropriate option from the drop-down displayed below the chart. This filter is not available on all charts.

To learn more about Sales Insights, click here.

Other actions on Sales charts;

Clicking on the ellipsis displayed on a chart gives you following three options:

Full Screen - To view the chart in full screen
Print - To get a print-out of the chart
Save as Image -To save or download the chart as an image in png. format on the local system