Breakdown charts are useful for comparing key accounts within a company, or comparing the performance of your divisions, departments, locations or any other segments within your business.
You can add a Breakdown chart by clicking the '+' button within a report. You will then be taken to the content library where you can choose from a range of available Breakdown charts.
Customising a Breakdown chart
To customise a breakdown chart, simply hover over it, and click 'Edit' to bring up the properties panel.
Breakdown by 'Account'
By default, the chart will breakdown by 'Account'. This shows a selection of key account classifications (driven off your classifications in Step 3 of the company setup). If you need to change the classifications, go back to Step 3, and change them using the drop-down menu in the account row.
Breakdown by 'Division'
Alternatively, you can also choose to breakdown by 'Division'. This will show a comparison across any divisions, departments, or locations you have imported for this company.
Instructions about importing divisional data can be found in these articles:
Arranging a Breakdown chart in your report
You can move a Breakdown chart by hovering over the arrows to the right of the tool, and clicking ‘move row up’ or ‘move row down’. It is not possible to resize a Breakdown chart, as it occupies a whole row.