Using Graphical Analysis

The GoldMine Graphical Analysis tool generates summary graphs of user activity data based criteria. You can display data as a bar graph or a line graph. GoldMine can represent all activity for a period of time, or one of several types of activities. Graphs can also represent total activities, a comparison of all users, or selected users.

To Generate a Forecasted Sale

Select Go To > Analysis > Graphical Analysis.

The Graphical Analysis Options dialog box contains options determining the time range and activities to include in the graph. Select the options you need:

○ Complete. Completed activities.

○ Scheduled. Scheduled activities.

○ Totals. Total activity data for specified users.

○ Comparison. Activity data for individual users as specified.

○ Bar Graph. Comparison of different periods or users.

○ Line Graph. Trends over time.

○ Select User(s). Accesses a list of users. If the Comparison option is selected under Graph Type and more than one user is selected, data for these users displays on one graph with color-coded entries to differentiate users.

○ All Activities A time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users.. Scheduled or completed data for the activity types described below.

At the Activity types field, select an activity.

Graphical representations depend on whether Completed or Scheduled is selected under Graph Type):

○ Call Backs. Graph for completed or scheduled Call Backs.

○ Messages. Graph for completed or scheduled Messages.

○ Next Actions. Graph for completed or scheduled Next Actions.

○ Appointment. Graph for completed or scheduled appointments.

○ Sales. Graph for completed or scheduled sales.

○ Others. Graph for completed or scheduled other actions.

○ High End. Type a numeric value corresponding to the uppermost number to display on the graph's vertical axis. For example, if experience shows users rarely schedule more than 30 appointments per week, entering 30 in the High End field generates a graph with a vertical axis ending at 30. The default, zero (0), lets GoldMine generate the high end value based on included data.

○ Low End. Type a numeric value corresponding to the smallest number to display on the graph's vertical axis. For example, if experience shows that users have never scheduled fewer than five call backs per week, entering 5 in the Low End field generates a graph with a vertical axis starting at 5.0. The default is zero (0).

○ Activity Cd. Generates the graph from activity records with the specified Activity Code. Use wild cards to select multiple activity codes. By default, this field is blank to include all activity codes in the graph. For more information, see To Use Wild Cards in Activity and Result Code Fields.

○ Result Cd. Type a Result Code to use as the basis for graph data. Only activity records with this Result Code are included in the graph. Use wild cards to select multiple activity codes. The default value for this field is blank to include all result codes in the generated graph. This field is available only if Completed is selected for Graph Type.

○ From Date. Beginning date from which data is graphed. The default is the current date. This field is available only for a graph of scheduled activities; the ending date for scheduled activity graphs is always the current date.

○ To Date. Ending date of data being graphed. The default is today's date. This field is available only for a graph of completed activities; the beginning date for completed activity graphs is always today's date.

○ From Time. Beginning time included in the graph. The default is 12:00 am. When combined with the default To Time entry of 12:00 am, the graph displays data for a 24-hour period. This field is unavailable when generating hourly graphs for completed activities.

○ To Time. Ending time included in the graph. The default is 12:00 am. When combined with the default From Time entry of 12:00 am, the graph displays data for a 24-hour period. This field is unavailable when generating hourly graphs for scheduled activities.

○ Show Grid. Displays lines representing the horizontal axis of the graph (default). To generate a graph without this grid, clear the option.

Click Graphs to generate a graph.

Based on your selection in the Graph Type area of the Graphical Analysis Option dialog box, you see a bar or line graph.

To return to the Graphical Analysis Options dialog box from the graph display, click Options.

To Use Wild Cards in Activity and Result Code Fields

GoldMine recognizes the asterisk (*)character as a wild card in the Activity Code or Result Code fields on an analysis screen, When placed in these fields, an asterisk tells GoldMine, “This position can contain any character”.

For example, entering S*S in the Activity Code field makes GoldMine calculate the analysis based on any activity code with S in the first and last positions of the Activity Code field such as "Sales". The second character in this field can be any character in the history or calendar records being analyzed. To calculate all activity codes that begin with S, enter S** in the Activity Code field.