Charts are provided as bar chart, pie
chart, Gantt chart or time series. For the time series chart, the time
interval can be set to built-in intervals according to the financial
year of the selected country. The built-in intervals are:
- Current, Last, or Next Fiscal Year (annually or quarterly)
- Last or Next 5 Fiscal Year (annually or quarterly)
- Current, Last, or Next Fiscal Quarter
- Last or Next 4 Fiscal Quarter
Besides the built-in interval, user can set the interval to any dates.
The charts are in PNG format that can be saved and embedded in
document easily.
Chart related to the company is number
of company for each industry.
Charts related to the tasks are:
- Aggregated number of days spent for all tasks for each task
priority (low, normal, or high). The result is represented as bar
chart or pie chart.
- Aggregated number of days spent for all tasks for each task
status (not started, in progress, completed, waiting for someone
else, or deferred). The result is represented as bar chart or pie
chart.
- Number of tasks for each task status or priority.
- Number of tasks for each task status or priority by month or
by day. The result is represented in time series.
Charts to measure some of the lead's
attribute are:
- Lead conversion by month.
- Aggregated number of days spent for all leads for each lead
status (prospecting, qualified, or disqualified). The result is
represented as bar chart or pie chart.
- Number of leads for each status, rating, industry type, or
source. The result is represented as bar chart or pie chart.
Charts related to opportunity can be
generated to get an overview of the sales process and its performance.
Charts related to individual opportunity are:
- Expected and estimated revenue over time.
- Sales stage Gantt Chart.
- Working days or calendar days spent on each sales stage.
Charts related to all opportunities are:
- Aggregated number of days spent for all opportunities for
each sales stage.
- Number of opportunities for each source, rating, or sales
stage. The result is represented as bar chart or pie chart.
- Number of opportunities for each sales stage by month or by
day. The result is represented in time series.
