Pipeline Chart Handling for Producers
Agents who are marked as Producers will have deal charts visible in their accounts. To view the enhancement: Navigate to the settings module Click
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deal charts
Save the Last Applied Filter in Deal Charts
In deal charts, there are 3 filters- deals by count, deals by value, and deal by expected revenue. The filters are available in the
Admin/Manager Access: Deal Activity Effort by Individual Agents
In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities. * Agents will be able to view
Change pipelines in Dealcharts
Multiple deal charts help in faster analytics. Maybe you might want to see deal charts for more than one pipeline. Earlier It took longer to
