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Scenario: Set up your annual reporting

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Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business.  Create widgets, tables or counts which are dynamically refreshed using the data in Gold-Vision.

Use either the Sales and Forecast Lists, Opportunities or Quotes lists to get the data you want from your monthly or annual charts.

Create your monthly or quarterly sales chartsSetting up Sales Charts

To capture product sales detail you will need to be using Quotes and Products in Gold-Vision. Use our Creating Quotes help.

You may need to play with the X and Y axis to get the charts you want - use our examples on X and Y axis in charts


Setup your targets for next year learn How To Setup General Targets and How To Setup Product Group Targets.

Creating Sales Target Charts will enable you to manage your team and user targets.

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