The Opportunity Trends Dashboard Chart is an essential feature in Empress, specifically designed to provide business users with a visual representation of the data related to opportunities. This feature is a part of the Customer Relationship Management (CRM) module, which allows businesses to manage their interactions with current and prospective customers effectively.
What is the Opportunity Trends Dashboard Chart?
This dynamic chart provides a clear and concise overview of the opportunity trends within your organization. It tracks the count of opportunities, based on their creation date, over different intervals - weekly, monthly, quarterly, etc. The chart is customizable, allowing users to set the time span to monitor trends over the last week, last month, last quarter, etc.
How to Use the Opportunity Trends Dashboard Chart?
Viewing the Chart
- Navigate to the CRM module in Empress.
- Click on the ‘Dashboard’ tab.
- Select ‘Opportunity Trends’ from the list of available charts.
Customizing the Chart
- Click on the ‘Settings’ icon on the top right corner of the chart.
- Select ‘Edit Chart’ from the dropdown menu.
- In the ‘Edit Chart’ window, you can:
- Set the ‘Time Interval’ for tracking opportunities (e.g., Weekly, Monthly, Quarterly, etc.)
- Specify the ‘Time Span’ for the chart (e.g., Last Week, Last Month, Last Quarter, etc.)
- Click ‘Save’ to apply the changes.
Sorting and Tracking Information
The chart provides a bar graph representation of the data, where the x-axis represents the time interval and the y-axis represents the count of opportunities. The bars in the graph can be sorted in ascending or descending order based on the count of opportunities.
User Roles and Permissions
The Opportunity Trends Dashboard Chart is public, meaning that it can be viewed by all users. However, the ability to edit the chart settings is typically restricted to users with administrative privileges.
Conclusion
The Opportunity Trends Dashboard Chart is a powerful tool in Empress, allowing businesses to visually track and analyze opportunity trends. By effectively utilizing this feature, businesses can gain valuable insights into their opportunities, helping them make informed decisions and strategize effectively.
For additional assistance or more information, please refer to the Empress User Guide or contact our Support Team.