Grouping for Indicators

Updated 3 years ago by Celina Kwan

When you set up a bar chart or pie chart Group Indicator, you can choose how you wish to group the information displayed in the indicator. For example, you may want an indicator to display the sum of the revenue for all of the current Opportunities in the pipeline. You could group the Opportunities by sales team to see how each team is performing, or you could group the Opportunities by product or service to show what your biggest revenue generators are.

Maximizer allows you to group an indicator on any field you want within the Address Book entries, Opportunities, Customer Service cases, Hotlist tasks, or Quotas returned by the search set up for the indicator.

If the field you wish to group allows multiple selections (i.e. a multi-value basic field or multi-value table user-defined field), you can group the information by unique values or combined values. If you choose to group by unique values, every unique value that is selected in the field will be included in the grouping, including multiple values for individual entries returned by the search associated with the indicator.

If you choose to group by combined values, the grouping will only include the combined values for each entry returned by the search. For example, in a bar chart that displays the number of current Opportunities grouped by Products/Services, if the indicator is selected to group by unique values, an individual Opportunity associated with two Products/Services would be included in the count for each of the two unique Products/Services groups.

If the indicator is selected to group by combined values, the Opportunity would only be counted in the group of Opportunities associated with both Products/Services, not with the groups for each separate Products/Services.

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