While setting up indicators; you can specify a Click Through for the indicator. Click Throughs link indicators to Maximizer records or other dashboards.
Click the Dashboard Wizard to set up Click Throughs.
When you set up your Click Throughs; you can choose the following options:
- No Click Through – The dashboard indicator is not linked with any other information.
- Use the existing Click Through – The indicator is linked to an existing Click Through. You can select this option when you modify existing indicators.
- Produce a list in Maximizer to work with – The Contact List; Accounts; Campaigns; Client Service; Quotas; or Hotlist page opens displaying entries retrieved from the search associated with the indicator. If the indicator is a bar chart; you can click on an individual bar to retrieve only the entries that are included in the total for that bar. If the indicator is a pie chart; you can click on an individual slice of the pie to retrieve only those entries that are included in the total for that slice.
- Open another dashboard – A dashboard is displayed. You must specify the dashboard while setting up the indicator.