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Create a graph for opportunities and leads RRS feed

  • Question

  • I need to (if possible) create a graph in CRM that shows open leads that are 30,60 and 90 old. I'd like to see it in a bar graph with the 30, 60 and 90 columns (so it would be one graph with 3 columns). I'd also like to create a similar graph for opportunities (open/30,60,90) and the potential revenue for each column.

    Not sure if I can fit all that on one graph.

    I did create 3 views in the leads entity. If there is a way to create a chart using the 3 views (30,60,90) on the same entity, that would work.

    • Edited by DHpub Tuesday, September 23, 2014 7:25 PM
    Tuesday, September 23, 2014 5:31 PM

All replies

  • Hi DH,

    It is possible to create chart on Lead. You can also create a custom chart from using SSRS.

    Go to Charts and create new chart. as shown in screenshot:


    Saad

    • Edited by Mohd Saad Wednesday, September 24, 2014 5:51 AM added one more point
    Wednesday, September 24, 2014 5:38 AM
  • Hello,

    I think, you have to create different graph for all your condition.

    If you want this kind of result, I think you have to deploy some custom reports in your CRM (SSRS reports)

    Regards,

    Ju_li3n


    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"

    Wednesday, September 24, 2014 7:24 AM