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Visual Features

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Smart Reports are labeled as such in the Reports drop-down list in particular views. For example, from the Opportunities screen tab navigate to the My Opportunities view. Choose View > Reports from the application-level menu, and expand the drop-down list of reports. The Smart Report - Opportunity Detail selection appears in the listing, as shown in Figure 33.

Figure 33.  Reports Menu in My Opportunities View

Two important graphical elements specific to Smart Reports are described as follows:

Order of Merit indicator. Reflected in Figure 34, an up, down, or right arrow that indicates the merit of the opportunity, account, and so on, based on one or more criteria being analyzed in the report. The direction of the arrow depends on whether the values measured by the thermometers are above or below their triggers. A right arrow indicates that two of the three thermometers are above their triggers. The up arrow represents that all three thermometers are above their triggers.

Figure 34.  Order of Merit Indicators

Thermometer. The vertical and horizontal partially filled rectangle graphs are called thermometers. Figure 35 shows the past revenue for an average account.

Figure 35.  Thermometer

A thermometer is defined by four parameters:

Measure. The quantity being measured by the thermometer. The value of this quantity determines the height of the shaded area within the rectangle.
Minimum. The value represented by the bottom part of the rectangle.
Maximum. The value represented by the top part of the rectangle.
Trigger. A benchmark to which the value of the measure is compared. The order-of-merit indicator depends on whether the value of the measure is above or below the trigger.

For information on the configuration of thermometers, see Thermometers.

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