Read the trend chart
Published · Last updated
See how your sales rise and fall over time.
1 minute · Everyone
1
Open Sales. It opens on the Trends tab.
2
Set the dates with the date button at the left of the filter bar.
3
Scroll to Sales Over Time.
4
Press Monthly, Weekly or Daily to set how much time one bar covers.
5
Press Policies or Premium to set what the height of a bar means.
6
Point at a bar to see its numbers for each product.
- Each colored part of a bar is one product line.
- A sale counts in the bar of its written date, whatever its status. Set Status to Issued to count only the policies that issued.
Tip. To compare with last year, choose Same period last year under Compare to. The cards and tables on the tab gain a change column.
Frequently Asked Questions
Why does the chart show days instead of months?
The dates in view span 45 days or less. Press Monthly, or choose a longer period.
Why are the colors different on a colleague's screen?
Each person picks their own Chart Theme in Preferences.