FAQs in this section
Where can I find Sales insights?
Where can I see my sales charts and graphs?
What are the Pipeline Values?
What are Pipeline Performance reports?
What are Sales Results reports?
What are Sales Process reports?
What are the different reports in Sales Insights?
What are Sales Insights?
What are Activity Reports?
What actions can I perform on a sales chart?
Table of Contents
Customizing data views
- On charts
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
- You can group the table data in the following ways using the drop-down:
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 know more about sales insights, click here.
Actions on Sales charts;
- 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
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