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Double Role Charts

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Posted on by Peter Waugh

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When using the President Role, there are 2 Financial Charts / 2 Sales Performance Charts
When setting different Account Schedule Charts then refreshing the page both Charts revert back to the single (showing same chart on both)

Why show 2 charts on the President Role and is there any way to set different charts for both?

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Peter Waugh 125 on at

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RE: Double Role Charts

HI JC,

Thank you for the reply, I have activated (personalized) both Financial Charts, and setup multiple Account Schedule Charts, selected different charts for each, correct, they replicate only 1 chart when refreshing the page.

Wondering if there is a work around or why this role center has duplicate Charts in the first place

PW
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Jarrod Case on at

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RE: Double Role Charts

Peter Waugh ,

Have you tried personalising the presidents page either as a user or within the role? As you can see in the below picture there are many more graphs then you have stated.

I note Financial Performance is duplicated within this role, and if you set financial performance settings, it will then in principle replicate the settings to the duplicate widget.

I hope this has answered you questions

Thanks JC

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