Installation and Configuration Guide

10.4

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Customizing a Predefined Chart

The Home page displays charts that are predefined for

Customer 360

. All charts are available as chart components except the Customer Distribution By Geography chart which is available as an external link.

The following charts are available as chart components:

Chart	Description
Customers Added By Year	Displays the number of customers added in each year.
Customer By Onboarding Time	Displays how long it took to qualify customers.
Source Systems	Displays the percentage of customer data that comes from each source system in each year.
Tasks Status Overview	Displays the total number of tasks and breaks down the tasks by status.
Task Priority Overview	Displays the total number of tasks and breaks down the tasks by priority.
Assigned Tasks By Users	Displays the total number of tasks assigned to each user.
Closed Tasks By Users	Displays the total number of tasks closed by each user.
Open Tasks By Task Type	Displays the total number of tasks that are open for each task type.
Assigned Tasks By User Roles	Displays the total number of tasks assigned to each user role.

You can customize the charts that are available as chart components to change the chart characteristics or the information the chart shows. You cannot customize the charts that are available as external links.

Use the Provisioning tool to customize a chart that is available as chart component. To customize any predefined chart, Informatica recommends that you create a chart component based on the chart that you want to customize and add it to the Home page layout.

For more information about creating a chart component, see the

Multidomain MDM Provisioning Tool Guide

Customizing Customer 360

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