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Setting up Sales Charts

  • target

  • sales

  • reporting

  • widget




Here are some examples of Sale Charts you might find useful, with steps on how to create them.

Historical overview of Product Sales


From Product Sales List, filter all Closed - Won Product Sales, clear all dates and create a Column chart 



You will need access to Products to create these charts.

Quarterly overview of Product Sales


From Product Sales List, filter all Closed - Won Product Sales Closed Date: select the date range and create a Column chart



Best Selling Products

From Product Sales List, filter all Closed - Won Product Sales select the date date and create a Pie Chart.





Not sure which to set as the X and the Y axis? See our tips page!