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TIPS & TRICKS - Using Views Examples
TIPS & TRICKS - Using Views Examples
Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated over a week ago

In this Help Doc

Graph Views

You can create custom Views using filters to show only the graphs you want to see. You can save and share these Views for easy access and faster team collaboration.

Let’s dive in and show some examples with Graph Views.

I want to see my graphs

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I want to see another person’s graphs

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I want to see all of the graphs for my organization

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I want to see all of the graphs assigned to positions in the Sales department

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I only want to see all graphs related to sales, not calls or leads

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I want to see all graphs for calls and leads, not sales or quotes

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Objective Views

You can create custom Objective Views using filters to show only the Objectives you want to see. You can save and share these Views for easy access and faster team collaboration.

I want to see my Objectives

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I want to see another person’s Objectives

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I only want to see my current Objectives

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Show me my Objectives for this quarter

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I want to see objectives of this quarter and my annual Objectives

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Show me all Objectives in the Sales department

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Show me all Objectives in the Sales department
that are At Risk

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Event Views

You can create custom Event Views using filters to show only the Events you want to see. You can save and share these Views for easy access and faster team collaboration.

Show me my Events

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I want to see all Events in the Marketing Division

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Show me events related to changes in the Team Chart

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What events were created this week?

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How many events were created last month?

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Alert Views

You can create custom Alert Views using filters to show only the Alerts you want to see. You can save and share these Views for easy access and faster team collaboration.

What Alerts are assigned to me?

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Show me all of the high Priority Alerts that have not yet been handled

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Show me the alerts submitted this week

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How many alerts were submitted last month?

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Knowledge Views

You can create custom Knowledge Views using filters to show only the Knowledge items you want to see. You can save and share these Views for easy access and faster team collaboration.

Which Knowledge items were created this week?

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Which Knowledge items were updated this week?

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Which Knowledge items are overdue for me?

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Show me all Knowledge items contained in two Subjects

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Show me all policies in a specific Subject

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Policies that contain the word "urgent" or whatever word you want to use

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