Copy a Visualizer using the Sales Dashboard

Overview

You can easily copy a visualizer on the Sales Dashboard page.

Step-by-Step Guide

1. Follow the steps to Create a Visualizer.

   

   
   

2. Click Actions and then click Copy from the drop-down list.

   

   
   

3. Enter a name for the visualizer in the Name field.

   
   

4. Enter a description for the visualizer in the Description field. However, it is optional.

   
   

5. Click to select from the options from the Live Analysis drop-down list.

   
   
   1. Click Yes if you want to create a visualizer with real data as required for a customer business case.

   2. Click No if you want to create a visualizer with sample data.

      
      

6. Click Copy.

   
   

7. A pop-up message appears notifying that the visualizer has been copied successfully.

   
   
8. Click Close.