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Using Revenue Charts for Reporting (End User)


The Charts view provides end users with a graphical representation that allows them to analyze revenue data. For example, it is possible, using the chart, to show opportunity revenues by month or opportunity margin by partner.

To use the Charts view, the Chart Server must be configured.

TIP:   In queries, include all Calculated Primary Flag records = Y to view only opportunity-level revenue records. Include all Calculated Primary Flag records = N to view all revenue records that are not opportunities.

To view revenue in a chart

  1. Navigate to the Opportunities screen > List view.
  2. In the Opportunities list, drill down on the opportunity with which the information will be displayed.
  3. Click the Revenues view tab and then click the Chart hyperlink.

    Data is displayed in graphical format. Summary values for each chart element are displayed when using the mouse-over feature.

    Use the By and Then drop-down lists in the Chart view to summarize data by a variety of segments.

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