Percentage visualization now available for the aggregates module
Improve your ability to track progress, measure team productivity, and gauge success with the Percentage / Gauge chart option. Leverage this new visualization type at both the home and account level.
Use cases may include:
- Quarterly Renewal Tracking: Get instant metrics on renewal progress in order to adjust tactics and protect revenue.
- Task Management: Identify overdue tasks by business segment to prioritize team focus.
- Health Benchmarks: Set and monitor customer health benchmarks for each customer segment.
- Optionally set target thresholds to indicate where current value ranks according to ideal value.
- The value will go past 100% for cases where you have exceeded goal.
- Drag the green value to the right or left of the red value to flip the target colors (e.g., the target percentage of at-risk revenue should be closer to 0% rather than toward 100%).
Object segments and aggregated field (if used for comparison) must be the same in the numerator and denominator (e.g., Accounts out of Accounts or Opportunities out of Opportunities).