Charts

Charts are used to present data, their variability and relations between them. Displaying gathered pieces of information in the form of diagrams makes it significantly easier to understand the content and links between them.

The YetiForce system provides the option to add graphs based on filters that can be created and modified to fit the users’ preferences using data from more than 50 modules. Thanks to this solution we no longer have to analyze the data on our own because the system will do that for us.

To add a chart click “Add chart from filter
You will see a list of filters used to define the chart type. The first seven fields are mandatory and must be filled, the remaining fields are optional. The list includes: 


1. Widget name
Enter the name of the chart you want to create.


2. Select chart
Select the chart type. The YetiForce CRM offers 7 different chart types to select from: 

  • pie chart
  • donut chart
  • horizontal bar chart
  • vertical bar chart
  • line chart
  • smooth line graph
  • sales funnel

3. Select module
Select which module the chart will use to display data. You can select from more than 50 modules available in YetiForce.


4. Value type
Select the value type from 3 options:

  • number of records
  • sum (the specific field is selected later on)
  • average (the specific field is selected later on)

 

5. Filter
Define the criteria for searching data. Example: We only want to see data from years 2015-2017. In the filter field we select dates that the system should use to generate the chart.
We can pick one or more filters. When we select more than one filter we will see a divided chart; if we pick just one filter we will be able to modify the chart using different parameters.

 

6. Group by field
Define what should be displayed as a bar in a bar chart, or as a piece in a pie chart for example.

Example: Selecting the “Assigned to” option will cause the chart to display each person with an assigned record from the module as one bar in a bar chart.

 

7. Value field
Define what value should be displayed as a bar in a bar chart, or as a piece in a pie chart for example. Example: When you create a bar chart for time control, the bar will represent one employee, and the size of the bar will show the time this particular employee spent working. Value field is the last mandatory field that must be filled. The remaining fields are optional.

 

8. Value dividing field
This field provides similar options to the ones in the “Filter” field. Keep in mind that this option is available if you only pick one option in the “Filter” field.

 

9. Colors from value dividing field
Check the box if you want to add colors from the value dividing field.

 

10. Combine graph elements
Check the box if you want to present the data in a form of a more compact diagram. Example: The bar chart will display data as a combined bar, individual values will be marked using different colors. This option is available for horizontal and vertical bar charts, line charts, and smooth line graphs.

 

11. Additional filters
Set additional filters that will be displayed above the chart. The filters can be modified on an ongoing basis. They make it easier to dynamically create search criteria because we don’t have to access settings to define additional criteria.

 

 

12. Chart types
Creating charts is very simple. What might turn out to be more problematic is selecting the right type of charts to present the data. Keep in mind that the content shouldn’t be overshadowed by the chart itself. After all, it’s the content that matters when it comes to analysis.

 

 

Let’s take a look at the types and specification of charts available in YetiForce to pick just the right one for you.

  • Pie chart

This type presents the relation between particular pieces and the entire chart by separating individual fragments. Remember that a pie chart presents one series of data, unless you decide to create a divided chart. This chart type is the most suitable to present proportions.

 

 

  • Donut chart

A donut chart is similar to a pie chart but it allows you to gather more complex data. Additionally, no extra filters are required to generate a divided chart.
This type of a chart will be most helpful to present complex relations between data.

 

 

  • Horizontal/Vertical bar chart

These types of chart display data as parallel rectangular bars. Each of them represents the quantity of a particular element. The bigger the quantity, the higher the bar that appears on the chart. This chart type can be used to present several series of data.

This chart type will be most useful when you have to present a large and versatile amount of data, and when you compare individual values.

 

 

  • Line chart (smooth)

This chart displays data as points connected by lines. It helps us analyze a number of data series and displays in a transparent way the speed of changes in a given period of time.
Consider using this chart when you want to present trend changes over a period of time.

 

 

  • Sales funnel

The interest in our products or services vary from one client to another. In the first stages of establishing potential business relations we usually find many leads. However, the further we go, the smaller the group becomes, and the number of clients who actually purchase the product or service will be much lower. This phenomenon can be presented using the sales funnel chart that starts very wide on the top of the chart, and gradually becomes narrower as it reaches the bottom.

Use this chart type to efficiently classify your leads.

  • Friday, 18 May 2018