Surefront

Create up to 4 graphs in product lifecycle management using the analytics feature in Surefront.  

The feature can be found within product lifecycle management.  Choose projects, quotes or orders, then select Analytics along the left side menu.  

To begin: Click the + Sign to add a new graph.

The analytics tool requires filling in the below data to create the graph.

1. Range of drop downs to choose from
2. Once a drop down is chosen, select if the data should be Averaged or Totaled

1. Range of date drop downs to choose from
2. Once a range is selected, click Apply

1. A variety of drop downs to choose from including week, month, quarter

To Save, Edit, Open, Rearrange or Delete

To save your graph, add a title and click save

To edit your graph, click the 3 dots in the upper right corner of your graph and click edit

To enlarge your graph, click the expand arrows

To rearrange the 4 graphs, drag and drop a graph from one section to another

To delete a graph, click the 3 dots in the upper right of your graph and click delete or click delete within the edited graph

Click the filter button in the upper right-hand corner

A drop down will appear with all fields within Surefront

Repeat above steps to add more field filters

1. Click + next to Data Type
 1. Product or
 2. Order
2. Click + next to Data Source
 1. Range of drop downs to choose from
 2. Once a drop down is chosen, select if the data should be Averaged or Totaled
3. Click + next to Date Range
 1. Range of date drop downs to choose from
 2. Once a range is selected, click Apply
4. Click + next to View By
 1. A variety of drop downs to choose from including week, month, quarter
5. Click + next to Chart Type
 1. Choose from Line, Bar or Area
6. The graph will automatically appear
 
 To Save, Edit, Open, Rearrange or Delete
7. To save your graph, add a title and click save
8. To edit your graph, click the 3 dots in the upper right corner of your graph and click edit
9. To enlarge your graph, click the expand arrows
10. To rearrange the 4 graphs, drag and drop a graph from one section to another
11. To delete a graph, click the 3 dots in the upper right of your graph and click delete or click delete within the edited graph
 
12. Optional: Add field filters
13. Click the filter button in the upper right-hand corner
14. Click + Add Filter
15. A drop down will appear with all fields within Surefront
16. Choose a field
17. Choose what kind of data to add
18. Click Add
19. Repeat above steps to add more field filters
20. Click Save when finished
 To remove the filter
21. Click Filter
22. Click Clear All
23. Click Save

Create graphs in product lifecycle management based on projects, quotes or orders