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Insight charts

Copper Elite Contributor
Posts: 954
Country: USA

Insight charts

How would I create sales by stage with $$ and not just count?

Wouldn't it be nice to be able to copy a current chart and modify filters to do what we want?

Some of the charts can never be duplicated with current tool set, when will that capability be available?

Tamara Phillips
New Ideas Consulting Inc
Copper Elite Contributor
Posts: 954
Country: USA

Re: Insight charts

[ Edited ]

updated to 20.1 update 5, insight charts would not display.  I installed the web api version in KB 38883 because it was higher than my version (259).  localhost now displays: "apiVersion": "1.0.279.0", "sdkVersion": "20.1.120.0" }.  Restarted web-api service, no chg.  closed and reopened act, insights now displays.

Tamara Phillips
New Ideas Consulting Inc
Administrator
Posts: 1,372
Country: United_Kingdom

Re: Insight charts

Hi Tamara,

You're certainly correct that the features you've suggested would be really useful for improving insights. Our dev team are constantly working on improvements for insights, so I'll pass your feedback on and hopefully we'll be able to add the features you've suggested some time in the future.

With regards to your second point, glad to hear it's resolved. Do let us know if the issues comes back though.