Line Chart Visualization Type

The Line Chart Visualization Type enables sales users to create line charts using the Express Reports and Visualization Configuration Tool. This will allow sales users to plot data trends over time or other continuous metrics, making it easier for users to visualize changes and patterns within their sales data.

The Line Chart Visualization Type provides several key benefits:

• Instant Trend Analysis: Visualize sales performance trends (revenue, units sold, etc.) over specific time periods to quickly identify growth or decline patterns.
• Performance Comparisons: Easily compare the performance of different products, sales representatives, or regions on a single line chart to pinpoint top performers and areas for improvement.
• Forecasting Support: By observing historical trends in line charts, sales teams can make more informed forecasts and set realistic sales targets.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Create a Line Chart Visualization Types using the Visualization Configuration Tool or Express Reports

Express Reports Tool Walkthrough

Access Requirements

Any Sales User (Representative, Manager, Administrator) can create a Line Chart visualization using Express Reports. Refer to the Documentation to enable it for other Roles.

Administrations can also create Line Chart Visualization using the Visualization Configuration Tool.