Graph Format

The Pipeline graph format displays the totals of processes in a graphical format.

  • Graph Format: To view the graph format, select Reports in the left pane and select Pipeline. Select .

  • Filtering
    • Select options in the Filter Types pane. Select Filter Types for Help information.

    • Select options in the Split By and Display lists to filter the report by product type, process type, account rep, location, quarter, month, week, and/or day.

  • Reloading: Select to update the graph with current information.
Note: Pause your cursor over a vertical line in the graph to display details at a glance. The details will display according to the selections made in the Split by and Display lists. The image below displays details for a vertical line when Location and Monthly were selected in the lists.