team charts and graphs

Team Charts

Team Charts and Graphs is a Director’s Assistant Feature Only! To open Team Charts and Graphs, Click on the Charts and Graphs icon. Answer “Yes” when the system asks to Enter Team Charts and Graphs.

The Team Charts and Graphs window let’s you create a customized chart or graph by toggling back and forth between your chart or graph and the settings that create it. You make changes as you go along.

Creating Team Charts or Graphs

Contact Selection - The first thing to do is set your Contact Selection to the Team you want to create the graphs for. When you make your selection, the system will “crunch” for a while compiling the available data. When the computer has stopped thinking about your contact selection and your mouse pointer has changed from an hour glass back to an arrow, click on “Create” to view the default chart.

After viewing the graph, click “Create” to return to the “Create” window.

Graph Title - The Graph Title can be changed by replacing the text. If you remove the text the graph will be displayed without any title area.

Bottom Title - The Bottom Title can be changed by replacing the text. If you remove the text the graph will be displayed without text under the graph.

Contact Selection: Before you can generate anything you need to select a contact selection. the system will take a while when you make this selection as it retrieves data. (Watch for Hour Glass)

Time Span: Charts can be created for various lengths of time which are selected here. The Graph will be displayed with data grouped “Monthly”, Quarterly” or “Yearly”. Make changes by selecting “Monthly”, “Quarterly” or “Yearly”.

Color If you do not touch color the computer will display data with it’s own selections. (mufti-colored for 1 tiered chart). You can change the color of a data selection with the color selection box. Note: Once you have changed the color you need to reload the charts and graphs window to get it to do the mulit colored 1 tier chart.

Data Selection Choose what weekly summary data you would like to display.

Data Text You can add legends (data titles) for data types by entering text for each data selection used. Legends are identified with corresponding data colors.

Multiple data Charts can be created to display up to 4 different data selection in a single chart. You can create charts and graphs with your teams facial sales, class sales, reorders all on the same chart.

Font Selections There are several font choices for styles , sizes etc... These Font choices apply to the text that is displayed along with the graph. The Application option allows you to apply your font choices to some or all of the various text which is displayed with the graph.

Goals or Chart Ceilings The Set Ceiling Check Box is used to set a goal or “ceiling” for the graph. If you do not set the ceiling the graph will be displayed based from the data range. (various charts and graphs do not have the save scale or reference points)

Gridlines There are several gridline options which will display them or not. Gridlines can be up and down (vertical), back and forth (horizontal) or both (little squares).

Style Changing the Style Selection will pop up an additional window with various style options which will vary depending on your initial style selection. There are many style options which don’t make sense for this type of data. I’ll remove them when we decide on what to leave in. For now “It’s better than solitary”