how to display Total Value (Estimated Revenue) of all the stages (Pipeline phase) of Sales Pipeline for any Sales Pipeline graph in MS CRM.
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Monday, April 30, 2012 4:24 AM
Hi all,
how to display Total Value (Estimated Revenue) of all the stages(Pipeline phase) of Sales Pipeline for any Sales Pipeline graph in MS CRM.
In funnel chart I want to display the total estimated revenue value of all the pipeline phase.. so how can I achieve this.
Gangadhar
All Replies
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Monday, April 30, 2012 10:54 AM
Hi Gangadhar,
Funnel Charts cannot currently display a grand total.
If you are creating this funnel chart as a custom report in visual studio, then add a table above or below your chart. In that table show the grand total using another query.
I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin: 
- Proposed As Answer by Ashish Mahajan Australia (Architect) Monday, April 30, 2012 10:54 AM
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Wednesday, May 02, 2012 10:11 AMHi,
If the response answered your question and you are satisfied, please mark the response as an answer and also vote as helpful. This will help others to search on similar problems.
Thanks in advance.Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin: -
Tuesday, May 22, 2012 1:54 PMI wonder if the XML could be edited to include a line chart in another series on the same chart, which would show only the one total and appear at the top?
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Thursday, September 20, 2012 3:29 PM
Gangadhar,
The problem with graphing the total with the details is that it will skew the numbers and make your beautiful pie chart ugly. I agree that perhaps an SSRS report that just returns that number, would be the best bet...
BTW, If you want to total fields across child entities, our solution could help: we just built out a new rule type: "Sum Fields Across Children". You specify the field you want to sum, and the field to store the total in, and our plug-in does the is saved. That might make it easier for you to use OOB charts to see summary totals. See http://www.crm-rules.com for more info (later this week, I'll post a YouTube video showing just how this is done...) HTH,
Dave
