Platform Overview
Open Analytics in CRM or PLM to review workspace data and build charts.
Open Analytics
Open CRM or PLM and select Analytics. Choose the workspace with the projects, quotes, orders, or products you want to review.
Create a chart
Choose a Bar, Line, Area, Pie, or Scatter chart and select Project or Project Product data. Then choose the fields for the chart.
Project data uses Program and Project fields. Project Product data includes product fields as well as Program and Project fields. Choose the data type that matches the question you want the chart to answer.
Use Reset if you need to restart a chart setup. Review the preview and referenced data before saving.
Review and adjust charts
Use filters to exclude records with missing values when those values make a chart hard to interpret. For example, filter out products without a Unit Cost.
Save the chart to review it in the workspace. Expand a chart to view it in more detail, return to the chart overview, select the pencil control to edit, or use the three-dot menu to delete it.
