Comparators

Comparators

WarningSome of the options mentioned in this document are being released in a phased manner and may only be available to specific users.
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The Dashboards tab is renamed as Analytics for selected accounts.

A comparator lets you compare your organization's data among users, roles and over different time periods. You can easily track information like sales teams performance over the years, number of deals lost or won in the consecutive months or individual sales reps performance through different sales stages. For example, if Zylker Inc. wants to view the sales metrics for each city, all it needs to do is select a Classic comparator and enter the relevant comparison parameters and get a comparative overview of Leads created, number of accounts, number of open deals and annual revenue generated by each city under one visualization. 

Create a Comparator

Based on your business requirement you can choose the following comparators:

  • Elegant
  • Sport
  • Classic
You can compare data among users, time period or modules. 
  1. Users: You can select any CRM user or users from different roles. 
  2. Time period: You can compare data against days, calendar weeks, fiscal weeks, month, fiscal quarter, year, or set custom date.
  3. Picklist values: You can choose picklist values from any module. 

To create a comparator

  1. Click the Dashboards tab.
  2. In the Dashboard Builder page, select the dashboard in which the Comparator has to be added.
  3. Click Add Component.
  4. In the Add Component page, click the Comparator icon.
  5. In the Choose Comparator Style page, select a Comparator Style.
  6. In the next page, do the following:
    • Enter the component name.
    • Specify the Compare Among from the drop-down list.

    • Click Add Your First Parameter and mention the Parameter Name, Metric, set any additional criteria () if required, and the duration to be considered.
    • Click Done.
      You can also add multiple parameters depending on your requirements.
    • If you want large numbers to be displayed in a shortened format, enable Display as shortened numbers. Set the format, select the decimal places, and choose the measures that need to be displayed in this manner.

  7. Click Save.
    Click Add & Reorder to add and rearrange the comparator in dashboard.

Note
  • You can Clone, Edit, Delete, Print, Add to Home, Embed URL or Add a chart to favourite by clicking on the More icon in the component.
  • You can choose "This Quarter" as the duration of a metric.
  • When you enable Display as shortened numbers, you can choose the format (for example, display thousands as K) and decimal places. If you've chosen the format as Millions (M) and decimal places as 2, the number 135,532,000 will be displayed as 135.53 M.
    • Supported formats are:
      Thousands (K)
      Millions (M)
      Billions (B)
      Lakhs (L)
      Crores (C)
    •  Number of decimal places supported are: 0, 1, 2, and 3.
  • Along with viewing unconverted leads, you can also view converted leads based on analytical components from the Leads module. Utilize the "Is Converted" field in the filters to display both converted and unconverted leads with the criteria "Is Converted is Selected" and "Is Converted is Not Selected" respectively.

  • For date/time, currency, number-related, roll-up summaries, and checkbox fields: You can filter records either based on specific values or by comparing with a similar field.

Zia's Suggestions for Comparators

Zia will analyze your data and provide the most appropriate recommendations for creating comparator components, tailored to your organization's needs and business processes. Upon choosing a suggestion, you have the option to modify the configuration if needed or go with the suggested configuration for creating the chart component.


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