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Graph Templates

Manage Graph Templates via Settings

Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated over a week ago

In this help doc

Introduction to Graph Templates

Graph Templates provide an easy way to create multiple graphs, including Calculated and Comparison graphs.

For example, let's say every Sales Person requires the following graphs:

  • Number of Leads

  • Number of Sales

  • Total Value of Sales

  • Conversion Rate (Ratio of Leads to Sales)

Creating the above 4 graphs for every new Sales Person can be done quickly using Graph Templates.


Pro Tips:

  • Many graphs can have the same name as long as they are assigned to different Members. A common error when using Templates is not assigning the graphs to a Member, this results in trying to create new graphs using names that already exist.

  • We recommend assigning the appropriate Permissions when using Templates. That requires you have the Permission created first.

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Creating a New Graph Template

  1. Click Settings

  2. Expand Graphs

  3. Click on Graph templates

  4. Click on New Graph Template

  5. Fill out the Name of template

  6. Fill out the rows as needed
    ​NOTE: You can change the order of columns and rows by dragging and dropping the hamburger icon on each row and column.

  7. You can Add additional columns if needed. To remove a column, click on the 3 dots on the column and click on Remove column.

  8. Save

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Creating New Calculated Graph Template

  1. Click Settings

  2. Expand your Organization

  3. Expand Graphs

  4. Click on Graph templates

  5. Click on New Graph Template

  6. Fill out the Name of template

  7. Fill out the rows as needed. In the example above, there are 3 rows but you can add as many as required
    ​NOTE: You can change the order of columns and rows by dragging and dropping the hamburger icon on each row and column.

  8. You can Add additional columns if needed. In the example above, we added 2 columns: Temporary ID and Formula. You will need a Temporary ID because the graph is not created yet. Once created, it will have a permanent ID. The Formula is needed to perform calculations.

    To remove a column, click on the 3 dots on the column and click on Remove column.

  9. Save

Once the Leads and Sales graphs are populated with values, the Conversion Rate graph will use the formula to calculate the percentage. See image above.

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Creating New Comparison Graph Template

  1. Click Settings

  2. Expand your Organization

  3. Expand Graphs

  4. Click on Graph templates

  5. Click on New Graph Template

  6. Fill out the Name of template

  7. Fill out the rows as above. In the example, there are 3 rows but you can add as many as required
    ​NOTE: You can change the order of columns and rows by dragging and dropping the hamburger icon on each row and column.

  8. You can Add additional columns if needed. In the example above, we added 2 columns: Temporary ID and Formula. You will need a Temporary ID because the graph is not created yet. Once created, it will have a permanent ID. The Formula is needed to perform calculations.

    To remove a column, click on the 3 dots on the column and click on Remove column.

  9. Save

Once the Leads and Sales graphs are populated with values, the Leads vs Sales graph will use the formula to compare both graphs. See image above.

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Import a Graph Template from CSV

  1. Click Settings

  2. Expand Graphs

  3. Click on Graph templates

  4. Click on Import from CSV

  5. Fill out name of template - See TIPS & TRICKS: Full List of Graph Import Fields for a full list of all import fields

  6. Download sample CSV and fill out data

  7. Choose File to upload CSV

  8. Save

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Edit a Graph Template

  1. Click Settings

  2. Expand your Organization

  3. Expand Graphs

  4. Click on Graph templates

  5. Click Edit on the desired template

  6. Edit the Name of template

  7. Edit the rows as needed

    NOTE: You can change the order of columns and rows by dragging and dropping the hamburger icon on each row and column.

  8. You can Add additional columns if needed. To remove a column, click on the 3 dots on the column and click on Remove column

  9. Click Save to update the existing template or Save as New to save it as a new template

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Download a Graph Template

  1. Click Settings

  2. Expand your Organization

  3. Expand Graphs

  4. Click on Graph templates

  5. Click Download Template CSV on the desired template. You can import it into another Organization or modify it and import it in the existing Organization.

    See TIPS & TRICKS: Full List of Graph Import Fields for a full list of all import fields.

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Delete a Graph Template

  1. Click Settings

  2. Expand your Organization

  3. Expand Graphs

  4. Click on Graph templates

  5. Click Edit on the desired template

  6. Click Delete Template

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Remove a Responsible Member via Graph Template

See TIPS & TRICKS: Remove a Responsible Member via Graph Template

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