Selecting Charts beneath the Home tab displays the Charts screen, illustrated below, which showsContacts by Project Space(how many contacts are coming in for each project), Contacts by Process, (where each contact is in your sales processes)Contacts by Source(which connections are bringing in the most contacts)and Contacts by Rep (how many contacts each of your company’s sales representatives are bringing in).
While Last Year is the time frame selected for the display by default, the data displayed on this screen can be filtered by making a selection from the Time Frame list, as shown in the following illustration. Simply select Last 30 Days, Last 10 Days, Last 14 Days, Last 7 Days, Last 24 Hours or All Time to have that data displayed.
Selecting Change expands the screen to show the date range from today’s date back to the time period you are viewing. To view a different time period for the same Time Frame, simply use the Calendar icon(s) to modify the date information and click Refresh to display the data for the newly selected Time Frame.
Clicking within any portion of the screen allows you to Open Contacts and List Contacts, as shown in the following illustration.
Please refer to the Contacts section of the document for details on working with Contacts and Contactlists.