Role of the Discovery Tool in the Sales Dashboard

Overview

It helps you to create visualizers but the only difference is that it shows only those visualizer types that have been configured with Discovery Wizard. But if a Value Collaborator has also been configured, you would be able to open the Visualizer in VC as well.

Step-by-Step Guide

1. Click Sales Dashboard on the Home page.

   

   
   

2. Click Discovery. If the button is not visible, then read the documentation on Get to Know the Settings Tab on the Sales Dashboard to display the Discovery button.

   

   
   

3. The Create Visualizer pop-up box appears.

   
   

4. Enter a name in the Analysis Name field.

   
   

5. Click to select the Visualizer Type from the Select Discovery Tool from the drop-down list.

   
   

6. Keep the toggle button enabled if you want real data to be used.

   
   

7. Click Create.

   
   

8. The Discovery Wizard prototype page opens up.

   
   

9. When you return to the Sales Dashboard page, you can see the newly created visualizer in the table.

   

   
   
10. When you hover the mouse over the newly created visualizer, an icon appears and on clicking that it would show both the UIs if both has been configured otherwise it would open the visualizer in Discovery Wizard.