The Run Rate Forecast feature is available on all charts (except Pie Charts) that have a time frame of "This Year to Date" or "This Year" with monthly frequency. To activate the Run [...]
Reduce the amount of data on the chart and present only the top values. You can filter any chart by Top 5, Top 10, Top 15 or Other which will display the top [...]
Filtering data directly from the chart now allows you to save it filtered so you can stay focused only on what is important. When creating or editing a chart, click on any of [...]
Improved Calendar navigation allows you to easily review future and past appointments on your calendar. How to navigate to your Appointments:
Customize the list of dashboards to show you only the relevant dashboards. Under Dashboard, click on List Dashboard. Choose the Dashboard you would like to hide and click on the 3 dots at the [...]
Reduce the amount of data on the chart and present only the top values.
Set your preferred colors on the charts for improved visualization. Right click on the data that you want to change the color for and you may also change the color density.
New lower level breakdown enables you analyze your customers by zip code in even greater detail. Learn better where your customers are coming from and engage better to improve your performance. By default, [...]
You can now set Reminders to your favorite widgets data and stay up to date by receiving notifications to your phone and/or an emails letting you know of the progress. If [...]
In order to edit an access level, first access the Role library screen via the left-hand menu by clicking on ‘Settings’ and then ‘Roles’. Once inside the Role library click on the 3 [...]