| HelpDesk |
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| Joined: 23 Feb 2005 |
| Posts: 116 |
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One of the most convenient tools for viewing the progress of your opportunities is through the charts. Once an opportunity has been created, you may view it in various formats including:
- Revenue By Stage
- Sales Forecast
- YTD Revenue
- Product Performance
- Opportunity by Source
- Opportunity by Stage
- Opportunity by Status
- Opportunity by User
- Customer by Zip Code
- Customer by State
- Customer by City
- Customer by Country
- Won by Source
- Won by User
- Lost by User
- Lost by Source
- Lost by Reason
The charts themselves can then be viewed in 2D Line, 3D Area, 2D Area, 3D Step, 2D Step, 3D Combination, 2D Combination, 2D Pie, 2D XY formats. You can zoom into each chart by clicking on the magnifying glass and then export it to Excel.
Example:
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