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Reports in Intellent CRM often come with visual charts and graphs to make data easier to understand.
🧠Why it’s important: #
- Visual representations of data help identify trends quickly (e.g., sales spikes, task completion rates).
- Makes it easier to present data to stakeholders, clients, or investors.
âś… How to Use: #
- After generating a report, check for a “Chart View” button.
- This will display the data as a graph (e.g., pie chart, bar graph, line graph).
đź’ˇ Pro Tip: #
Use the visual data to create dashboards for your business. These can be shared with stakeholders or management to provide regular updates on key metrics.
