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Adaptive Insights LLC.

Charts for Sales Planning

Describes dashboard chart types that are only available for Adaptive Insights for Sales.

Only available with Adaptive Insights for Sales

Adaptive Insights for Sales gives you charts and capabilities specifically designed to help with planning for sales bookings, capacity, quota, and territories. See Chart Types for additional dashboard charts.

Geo Map

Geo maps are geographic charts that visualizes data with circles based on geographical locations. Geo maps can work with any type of account associated to a dimension with dimension values that have custom properties with geographic coordinate information.

See Create a Geo Map and Geo Map Settings.

Territory Map

A territory map is a geographic chart that defines the boundaries of sales territory ownership. You can view sales-related data for a territory by clicking it. Territory maps require a cube sheet containing sales representatives, their geographic assignments, and other multi-dimensial data related to their sales performance or sales opportunities.

See Create a Territory Map Chart and Territory Map Chart Settings.

Sheet Chart

A sheet in a dashboard displays an Adaptive Insights sheets. Sheets in a dashboard let you update sheet data actively without navigating away from the dashboard.

See Create a Sheet Chart.

Scatter Chart

A scatter chart visualizes trends as data points, where the x-axis is time or dimension. 

See Create a Scatter Chart.

Scenario

A scenario is also known as a version. You can create one when viewing a dashboard.

A version represents a particular financial scenario.  For example, a version can be current-year actuals, next year's budget, a three-year plan, or a what-if plan for evaluating the effects of a business transaction.

See Create a Sales Scenario.

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