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What actions can I perform on a sales chart?

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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
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