Page 16 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

i. Title: Austin Win Rate
b. Title: Open Opportunities by Lead BD
c. Height: 600
d. Chart Type: Column
e. Data Type: Fee
f. Fee Type: Sum; Firm Estimated Fee
g. Group 1: Personnel
4. Open Filters tab
a. Select in Staff Role: Lead Business Developer
5. Open Stage Types tab
a. Select Open
6. Click Save

NOTE: This column chart shows bars representing the sum of the firm estimated fee
dollar amounts. Upon hovering a specific bar the Count will be displayed. Conversely, if
you chose Count for Fee Type a hover would display the Sum.

Duplicate a Widget
It is very useful to duplicate (clone) an existing, configured widget to adjust it to meet a
similar need. This eliminates the extra work of creating the widget from scratch. Be
aware that cloning will carry over all settings, filters, and selections.

Part 2: Create a Chart for Open Opportunities by Lead BD and Practice Area
1. Clone the widget from Part 1, by clicking the Clone button next to the X

2. Configure the widget by clicking the gear icon
3. Update widget settings
a. Title: Open Opportunities by Lead BD and Practice Area
b. Chart Type: Stacked Column 3D
c. Group 2: Practice Areas
4. Click Save
5. On the legend, click Corporate to unselect that Practice Area from being
displayed

Part 3: Create a Table for Open Opportunities by Lead BD and Practice Area
1. Clone the widget from Part 2, by clicking the Clone button next to the X

2. Configure the widget by clicking the gear icon
3. Update widget settings
a. Chart Type: Multi-Series List Results
4. Click Save

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Lesson 2: Track Firm Progress