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Graph Dashboard that allows you to filter on the Opportunity Name or Product?

New Member
Posts: 3
Country: USA

Graph Dashboard that allows you to filter on the Opportunity Name or Product?

[ Edited ]

Has anyone figured out a way to prepare a graph dashboard that allows you to filter on the Opportunity Name or Product?  I can prepare a list, but the client would like to be able to see a pie chart to highlight data that is stored in these fields.

 

Thanks,

 

K

 

[Edit: Subject line updated to reflect topic]

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Graph Dashboard that allows you to filter on the Opportunity Name or Product?

You may not be able to do it with the standard dashboard components as the data presented is not all that configurable.

 

If you are using Act! 2010 you can attempt to create something using the dash component in a custom dashboard.  This will require a fairly in depth knowledge of the idiosyncrasies of the syntax the component wants to see.

 

A little easier is the Act! DevNet SQL Chart component - this includes a graphical tool for to assist in creating the script for your chart.

 

Another, easier option is to take a look at the TopLine Dashboard addon.  You can download a fully functional 30 day trail from Top Line Results to see if it does what you want.