Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Turn data into a chart
11:12 minutes total learning time
Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.
Phocas product
Analytics 5 videos in this learning module
1
Visualize your data in a chart
1:22
2
Chart options
2:19
3
Bullet charts
1:34
4
Summary charts 1
3:42
5
Summary charts 2
2:15
5 videos in this learning module
1
Visualize your data in a chart
1:22
2
Chart options
2:19
3
Bullet charts
1:34
4
Summary charts 1
3:42
5
Summary charts 2
2:15
Visualize your data in a chart
Discover how you can use charts to quickly visualize your data and spot trends at a glance. Charts are especially helpful when dealing with large datasets, allowing you to get an easy visual overview without scrolling through endless columns and rows in the grid.
Supporting documentation
Chart options
See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment.
Supporting documentation
Bullet charts
Learn how to use a bullet chart to display KPI performance against target for different areas or by total.
Supporting documentation
Summary charts 1
Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget.
Supporting documentation
Summary charts 2
Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.
Supporting documentation
Phocas product
Analytics 
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