Skip to main content
All CollectionsCRM Integration
Chart visualizations with CRM Properties
Chart visualizations with CRM Properties
Updated over a week ago

To analyze the CRM properties data in charts, use the "Analyze Report" section in Tackle.

Here’s how:

  1. Create a new Analyze Report page.

2. Select “+Add Chart” and create a new chart from scratch.

3. Set up the grouping by the CRM properties of your preference from the list.

4. Furthermore, you can customize the properties that you want to analyze in the charts.

5. Filter the properties from this list and select “Add chart”.

That's it! Similarly, you can create charts for other CRM properties too.

Did this answer your question?