The figures on your lists

Leads, Quotes, Orders and Issues each have a bar of figures above the list: how many, how much, how fast, compared with the period before or last year. Each person picks their own, up to five.

Steps

1. Open the list (for example Sales, Issues).
2. Press the sliders button at the top right of the figures.
3. Open a figure to change it: Measure (what it counts), Name, Dates, Compare with and, where there is more than one date, Dated by.
4. Under Only where, add conditions, the same ones the list's filters use. Leave it empty to count every record you may see.
5. Press Add a figure for another (five at most). Use the arrows to reorder, and the bin to take one off.
6. Press Save.

Good to know

• Your figures are yours alone. A gold dot on the sliders button means you chose your own; Use the company's goes back to the company's set.
• An admin can press Make this the company default to give everybody who has not chosen their own the same figures.
• The figures follow the list's Mine, My team or All where the list has them, and only ever count records you may see.
• A money figure (collected, still owed, what issues cost) is only offered to roles that may see prices and money.
• On Issues, the company's figures start as incidents in the last 90 days, open issues now, what they cost and how many were preventable. Other measures include major or critical issues, those reported by the client and the days to close. An issue set to Not an issue is never counted.
• For a breakdown by where, why or when, open a ready-made report. See Reports.

If something goes wrong

• "These figures could not be worked out." A figure asks for something that no longer exists, such as a field taken away. Open the sliders and change or remove it.