ArticlesBite Size Analytics: How to Add Interactive Charts to Dashboards

One of my favorite things about CRM Analytics is the wide variety of visualizations available. My personal favorite being a treemap as you'll know if you've ever seen me demo. Even though there are many charts you can use, sometimes users want to simply see the data in a table. This Bite Size Analytics is aimed at showing you just how to do this.

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For existing dashboards, this can be done fairly simply once you know how. If even maintains some of the interactivity we build in to make our dashboards more intelligent than standard ones. I'd also like to recommend that perhaps it will be of more value to add a separate table to the dashboard and have it so that when you click on one of the existing charts it shows you a table of the details you're interested in. See the Bite Size Analytics on adding interactive charts to dashboards if interested in this.

The video below will walk through the steps on a PSA Analytics dashboard but the same applies to all.

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