Building Graphs in The Dashboard

Creating Graphs

Graphs can be created by pulling in data from lots of areas in Membrain. This gives you the opportunity to create stunning visual graphs that cover a range of different data points from various angles of Membrain. You can configure and interactively create, modify graphs., and change the type of graph at any time. You can build your graph, pulling data from the following data types:

  • Prospects
  • Sales Projects
  • Account Growth Projects
  • Tickets
  • Companies
  • Contacts
  • Activities
  • Documents
  • Product Revenue
  • Performance
  • Users
  • Form Submissions
  • (Other) iFrames (Integrate external data sources and web content directly into your dashboards)
  • (Other) Rich Text (Enhance your content with formatting options like bold, italic, and underlined text)
  • (Other) Section (organize your dashboards by creating distinct headers and sections)

Getting Started

  1. You find Membrains Dashboard from the Main Membrain Menu, under Sales Analytics. Click on the Sales Analysis icon and select Dashboard
  2. Within the Dashboard, you can click on "Add Graph" to create a custom report or select from a gallery of pre-defined and pre-formatted graphs.

Selecting a Graph from the Gallery

  1. When you click on "Add Graph", you have the option to create a new custom report or select a report from the gallery of graphs.
  2. Decide on the category you want to create the graph. Within each category, you will find key pre-built recommended graphs, plus a custom option to create a graph from scratch.
  3. Once you select the pre-built graph from the gallery, you have the flexibility to configure and rebuild the graph to fit your needs.
    Configurate Graph New Mashup c
  4. To keep the data points as they are pre-defined, simply click Save and the graph will be added to your dashboard.

Example - Performance Graph

  1. Select Performance Graphs.
  2. Select Win Rate This Fiscal Year.

  3. Configure the graph. Note: The Performance graph provides extra filtering options: “All (individually)” and “Team (individually)” when choosing “Who” in a performance graph.

  4. Click Save.

Creating a Custom Graph

  1. To create a custom report, select "Custom" under the workflow you want to start building your report.
  2. The configuration page will start you off with a blank configuration page for you to start building your graph.
    Configurate Graph Original 02b

Graph Configuration

Value Field - Select what you want to measure the data in your graph on, for example, value, count, days since last activity, time in stage, or any other custom fields you are using. Note: Depending on which workflow you have chosen, you will list custom fields relevant to that workflow in the dropdown menu.

Filter - There are 2 options available for filtering your data - Inline or Saved. Filtering allows you to select a specific subset of data that you would like to see in the graph, based on certain criteria. For example - just sales projects from a certain process, or within a certain time frame.

  • Inline Filter - The inline filter is not saved in the filter database of Membrain, but saved to a particular Graph. The Inline filter is added directly in the setup dialog which brings a lot of flexibility to the creation of Graphs. All you have to do is add the layers of filters you want to apply and save the Graph.
    - Select Inline Filter
    - Click +ADD FILTER
  • View/Legacy Filter - If a filter is saved it can be reused in other Graphs and of course throughout other parts of Membrain as well. To use a saved filter in your graph, click into the View/Legacy Filter tab and select from the dropdown. Or, create a new filter. To learn more about creating filters, read this article Working with Filters.
  • Graph Options - Select the style of your graph from options such as Column, Bar, Line, Donut, Pie, Number, Table, List, Tree Map or Bubble type.
    Graph Options 01ab
  • Graph Size - You can also choose the size of your graph, which is then easily resizable from the Dashboard. This allows you to arrange the Dashboard with Graphs in various different sizes and shapes.

Working with Graphs

Edit current graphs

To make any changes to your graphs, simply hover over the graph in question and click on the cog icon that appears in the top right corner. This brings you back to the configuration of the graph, where you can change any settings, as required.

Tip! Membrain users are automatically allocated a color that is always used to represent them in column, line, or donut graphs. So you'll spot trends in the team at a glance!

Organize your Dashboard

Sections - Using Sections gives more structure to your dashboards, and allows you to add descriptions and additional details to sections within a Dashboard.
Dashboards 5f

  1. Click Add Graph
  2. Select Other - Section

  3. Give the Section a Headline and add a Description if you want to (you'll see a preview of your Section, to the right)
  4. Click Save
  5. Drag and drop the Section to where you want it in your Dashboard

Rearrange graphs within a Dashboard

Once you've built up a couple of graphs, you might want to rearrange them on the dashboard in the order or size layout you would like.

  • Resize a graph by hovering over it, and dragging the bottom left corner to the size you would like.
  • Move a Graph: To reposition a graph within your dashboard, you have two options:
    • Hover and Drag - Hover over the top border of the graph. Once you see the move cursor, click and drag the graph to the desired location. As you move the graph, the background will indicate the new position, turning gray. Release the graph when you've identified a suitable spot, and it will smoothly settle into place.
    • Use the "Move" Button - Click on the cog wheel in the top right on the graph you want to move. This will open a menu, where you can find the "Move" button in the bottom left corner. Click on the "Move" button. You'll then be prompted to select where you'd like to move the graph. This could be before or after another graph in your dashboard.

 

Adding New Graphs Within a Dashboard

Membrain also provides you the flexibility to position new graphs anywhere within your Dashboard.

  • When you hover over the space between two graphs, a small "+" button will appear. This button allows you to insert a graph exactly where you want it.

Search Graphs

When you click on some graphs, you get a list of results. You can drill down further within the return data set by searching for specific information. This does not apply to performance graphs.