Using Charts

Alto allows you to create custom Charts from your Home screen to visualise key reporting data.

You can configure charts for both sales and lettings activity, helping you track performance and trends at a glance.

What can Charts be used for?

• Track sales and lettings performance
• Monitor branch activity
• Visualise trends over time

Creating a Chart

1. Click the Alto Logo (Home tab) on the main navigation bar
2. Click Charts on the Home screen side menu
3. Click the New Chart button
   
4. The Chart Options window opens, where you define how your chart is set up. Using the dropdown menus, you can:
   1. Select the Data to Display. This is where you define what your chart displays, i.e. Active Property, Branch Activity, Completed Sales etc
   2. Select your Chart Type, i.e. 2D Pie Chart, 3D Pie Chart, Horizontal Bar etc 
   3. Select the Branch. This is where you define if the chart is set up for All Branches or for a specific branch 
   4. Order By - Change the list order, i.e. Ascending or Descending
5. Once configured, click Save to create your chart
   

The chart will then display on your Charts page.

Managing your Charts

Once a chart has been created, you can click the arrow to view it full screen.

You can reconfigure your Chart Options at any time by clicking . This also gives you the option to click Delete Chart to remove it.