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Dashboard configuration

Edu
New Member
Posts: 2
Country: Lithuania

Dashboard configuration

I need 2 things:

  1. To set up filter per last 12 months in Dashboard . Is it possible to do this anyhow?
  2. In Dashboard which reports sales results per last 12 months, insert weighted Weighted Total per opportunity pipeline by stages. Is it possible?

Thanks in advance

Edu
New Member
Posts: 2
Country: Lithuania

Re: Dashboard configuration

Hi folks,

 

Is my problem not clearly described, or the program can not deal with the problems raised? 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Dashboard configuration

Hello Edu,
Welcome to the Sage ACT! Online Community!

Filtering for last 12 months isn't an available option, but you can use the 'Custom...' option to select a 12 month range. It would have to be updated manually, it would not automatically update.

For the second question, can you specify the dashboard chosen and option within the dashboard?

Have you tried editing the dashboard > right click on desired section and select 'Component Configuration'? It will provide all of the available options.
Greg Martin
Sage