Analytics Feature in Projects, Quotes & Orders | Surefront Help Center

Analytics Feature in Projects, Quotes & Orders

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

J Updated over a month agoJoy Bricker

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. 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

Click + next to Data Type

Product or

Product or

Order

Order

Click + next to Data Source

Range of drop downs to choose from

Range of drop downs to choose from

Once a drop down is chosen, select if the data should be Averaged or Totaled

Once a drop down is chosen, select if the data should be Averaged or Totaled

Click + next to Date Range

Range of date drop downs to choose from

Range of date drop downs to choose from

Once a range is selected, click Apply

Once a range is selected, click Apply

Click + next to View By

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

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

Click + next to Chart Type

Choose from Line, Bar or Area

Choose from Line, Bar or Area

The graph will automatically appear

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

Optional: Add field filters

Click the filter button in the upper right-hand corner

Click + Add Filter

A drop down will appear with all fields within Surefront

Choose a field

Choose what kind of data to add

Click Add

Repeat above steps to add more field filters

Click Save when finished

To remove the filter

Click Filter

Click Clear All

Click Save

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