1. Using Sales for Redwood
  2. Create a Chart from a Prompt

Create a Chart from a Prompt

Create charts by entering prompts into the Ask Oracle bar.

Important: Only attributes the administrator has enabled for the Group by option in Adaptive Search setup are available for chart creation using prompts.

  1. Enter your prompt starting with the verb "show". Be as specific as possible. For example, enter: show lost opportunities by sales stage for the Standard Sales Process sales method .

    Screenshot of the visualization prompt discussed in the text

  2. When you see the Visualize prompt, click it or press the Shift and Return keys on your keyboard.

    Sample visualization created from a prompt: shows a bar chart of the number of opportunities (y axis) for each sales stage (x-axis).

  3. You can update the dimensions or metrics of the visualization by clicking the Action (3 vertical dots) icon. Depending on the graph type, you can change:

    • The attribute on the x-axis
    • The attribute that's used to categorize the data
    • Graph orientation
    • Graph stacking
  4. If you aren't satisfied with the result, rephrase your prompt.

  5. If you have sales administrator privileges, you can save the visualization by clicking Add to Library.

    The visualization appears in the list of available visualizations when you edit the sales dashboard layout using the Edit Page Layout button.