Our board contains the following columns: In this example, we are launching a new product.

If needed, you can always reassign or change due dates to make sure everyone stays on target with the number of tasks they can complete within that timeframe. With the Workload View and Widget, you can get a clear overview of how your team's work is divided! You can see in one glance who is over capacity and assign upcoming tasks accordingly. Managing your resources and making sure to allocate all your tasks correctly is a crucial step of any successful project. Get a clear overview of your team's workload You can also add a Benchmark line to display the goal or the low/high threshold so you can keep track of your numbers in comparison to that line. With the cumulative data, we can easily see the great progression of the team over the months. Our X-axis represents the months while the Y-axis represents the total amount closed in USD. To go back to our example, we can use the cumulative data to show the progress of the sales team per month. Each month will include all previous months plus the addition of the current month. The cumulative data option allows you to show how the data you are reporting on progress over time. Let's enhance our chart even more by using a benchmark and cumulative data. The option to use stacked charts for several boards should be released very soon :) Note: You can also use stacked charts in dashboards but it currently supports only one board. Our third parameter is used to better understand which type of plan is sold the most per specific agent. For example, we can see that Shelly is the only agent performing really well in selling Enterprise plans whereas Lisa is great in selling both Pro and Basic plans.

The X-axis represents each agent while the Y-axis represents the amount closed in USD.

We are interested to see how much sales each agent made in the month of April. In this example, we are using a sales pipeline to visually track the progress of all the deals our sales team is currently working on. See how well your team members are performing, how fast your tasks get done, how they change over time, and more. Visualize data using three parameters with stacked chartsĬharts are great way to see the analytics side of your workflow. In this guide, we will walk you through our advanced functionalities such as stacked charts, Pivot Table, Workload View, and more! If you are new to reporting, we recommend you read our basic reporting guide right here. With that in mind, we've created some pretty amazing features that will help you run reports on your boards and your entire account. If you ever walk into a office, you will see dashboards everywhere! We like to measure everything f rom the company's performance to the amount of coffee drank per week ☕️. Reporting plays a crucial role in any decision we make.

Advanced get on sierra charts