Creating Comparator

Creating Comparator

Creating Comparator

A Comparator lets you compare your organisation's data among users, roles and over different time periods. You can easily track information like sales teams performance over the years, number of deals lost or won in the consecutive months or individual sales reps performance through different sales stages. For example, if Zylker Inc. wants to view the sales metrics for each city, all it needs to do is select a Classic comparator and enter the relevant comparison parameters and get a comparative overview of Leads created, number of accounts, number of open deals and annual revenue generated by each city under one visualisation. 

Create a Comparator

Based on your business requirement you can choose a comparator from the 3 different styles:

  • Elegant
  • Sport
  • Classic

To create a comparator

  1. Click the Dashboards tab.
  2. In the Dashboard Builder page, select the dashboard in which the Comparator has to be added.
  3. Click Add Component.
  4. In the Add Component page, click the Comparator icon.
  5. In the Choose Comparator Style page, select a Comparator Style.
  6. In the next page, do the following:
    • Enter the component name.
    • Specify the Compare Among from the drop-down list.
    • Click Add Your First Parameter and mention the Parameter Name, Metric and Duration.
    • Click Done.
      You can also add multiple parameters depending on your requirements.
  7. Click Save.
    Click Add & Reorder to add and rearrange the comparator in dashboard.
Note
  • You can Edit, Delete, Print, Add to Home, Embed URL or Add a chart to favourite by clicking on the More icon in the component.
  • You can choose "This Quarter" as the duration of a metric. 


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