Performance Insights Quick Charts performance-insights-quick-charts
Quick Charts are thumbnails that you customize and save, providing a quick view of charts that you use the most.
Create a New Quick Chart create-a-new-quick-chart
Quick Charts derive from data you specify. In this example, we’ll choose: new opportunities (first touch), opportunity type = new business, current year-to-date.
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Click the date filter and choose Current Year (YTD).
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Click the + and select your criteria.
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The chart updates to reflect the filters you’ve chosen.
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Click the Export icon and select Save as Quick Chart.
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Name your Quick Chart and click Save.
Your Quick Chart is now with the others.
View Existing Quick Charts view-existing-quick-charts
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To view your existing Quick Charts, simply click the Quick Charts icon.
Delete a Quick Chart delete-a-quick-chart
If you need to delete a Quick Chart, follow these simple steps.
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Click the Quick Charts icon.
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Hover over the desired chart, but do not click on it. Upon hovering, an X will appear. Click the X.
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Click Delete.
