Charts are used to display information about your ongoing and completed sales opportunities, and the activities associated with them. Charts can be accessed by clicking the ellipsis (...) on your Opportunities App and selecting Charts.
When you click Charts, this is an example of what you might see (your charts will depend on the data in your Method account).
By default, the data displayed is for all users currently assigned opportunities in your Method account. However, you can switch to a display of a single user by clicking Specific User and selecting one from the list.
You can also filter your charts to reflect data in a given date range:
Charts provide a visual representation of values. If you want to see an exact number, you can hover your cursor over the applicable part of the chart:
If you click on these parts of the chart, Method opens a list at the bottom of the screen, displaying all opportunities or activities associated with that value.
For each record, the Opportunity lists display:
For each record, the Activity lists display:
Clicking individual opportunities or activities in these lists opens the New/Edit screen for opportunities, and the View screen for activities.
You will notice opportunities that are not yet closed are valued in the charts by pipeline amount. The pipeline amount represents the amount of potential revenue your opportunity is worth, depending where it is in the pipeline.
An opportunity is initially assigned an amount that reflects how much actual revenue the opportunity is worth if it's won.
The pipeline amount is calculated by applying the probabilily percentage of the current stage to the actual revenue.
Now that you understand how the charts screen works, let's take a look at the charts themselves. The charts screen is divided into three separate sections:
In order to show a range of data, the screenshots of these sections illustrate the Shared view.