Resources

Viewing Dashlets

Snapforce CRM provides many chart types, including funnel charts, pie charts, donut charts, bar and line charts, and more. These charts can have data sets within dashlets be morphed into one and recalculated by dragging and dropping segments of the graphs.

Data sets within dashlets can be recalculated by dragging and dropping segments of the graphs.


In the example below, each segment shows the number of closed deals per month.




We can combine January and February to display as a total, rather than separate by dragging January's segment on top of February's segment. 


The segments are now displayed as one combined segment.