Cool Charts - Dynamic Sales Analysis

Watch a quick video overview


Cool Charts 

Liven up your Sales meetings with this fun, visual and interactive Sales Analysis tool.
Quickly see your top $Sales by:

  • Sales rep
  • Items, Product Groups or Brands
  • Customers, Customer Groups 
  • Daily over the past Week, Month, Quarter or Year

Access your sales data from any browser including an iPad.

Using Cool Charts

  1. Launch - Click on the iceberg icon in the BI menu or the BI toolbar to start.

  2. Date Range - First time you run, it will show last month's sales data, change the date range and it will remember for next time.

  3. Filter - Click on any Customer, Item, Grouping, Sales rep etc to filter and focus, see the Sales data change. Click again to remove the filter.

  4. Clear Filters - To clear all Filters while keeping the date range you have set.

  5. Hover - To see the actual $Sales amount.

  6. Top 10, 20, 30 or 40 - Change the level depending on your data.

  7. Dimensions - Change the dimension each chart shows depending on your data and on your business.

  8. Use Custom Lists - Go crazy and use all of the Customer and Item Custom Lists (each have up to 3) to categorise and group your data, then use these in the Cool Charts. Click here to see how to set these up.
    - Brands
    - Product Groups
    - Wine Varieties
    - Customer Buying Groups
    - Customer Types

  9. Customer Sales Rep v Invoice Salesperson - What's the difference? Click here to see why these are different and how to use them.

  10. Back to Reports - Takes you back to the regular BI reports 

  11. Airplane Mode - Disconnect from the Internet and keep running Cool Charts until you close your browser or click Restart

  12. Restart - Reload all of your Sales data.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.

Powered by Zendesk