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Opportunity Charts - Customization

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New Member
Posts: 4
Country: United States
Accepted Solution

Opportunity Charts - Customization

Good day to you all,

 

I am using ACT! by Sage 2008 (10.0) Version 10.0.1.199...What I am hoping to be able to do is to add more definition to the Opportunity Pipeline Funnel Chart or either of the other graphs (Opportunity Pipeline by Stage bar graph or pie chart...format is less important than the data I hope to be able to add) More specifically, I would like to see the total dollar value of each sales stage presented in the pipeline funnel chart.  I know that the total dollar value of each sales stage is shown in the Opportunity Pipeline by Stage pie chart.  Whereas the total number of opportunities is reflected in the Funnel Chart and the Bar Chart.  The Chart of my dreams would combine this data and also contain the following, deeper detail: Opportunity Pipeline (funnel) by Sales Stage with each individual opportunity identified by contact (i.e., company), and its respective value.  Sort of a drill-down of the pipeline.  I would be thrilled with a more detailed snapshot in one chart or even two or three charts if need be. 

 

Right now, I am doing a lot of time-consuming and messy post-edits and trickery in MS Word and Excel to try to put comprehensive charts together for status review meetings across divisions.   Obviously the data is all right there in ACT!, my question is: "how do I customize the charts to offer just a bit more comprehensive information in an automated fashion?"...

 

Any and all help or advice is greatly appreciated.

 

VTY,

 

Steve M

 


Accepted Solutions
Solution
Accepted by topic author smaroney
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 56
Country: Australia

Re: Opportunity Charts - Customization

G'Day Steve,

 

I would suggest you check out Top Line Dash. It's a 3rd party add-on that will give you a great deal of flexibility in designing the dashboard/s of your dreams.

 

http://www.toplineresults.com/products/toplinedash/index.htm 

 

Have fun Smiley Wink

 

Darren Flood

ACT! CErtified Consultant

www.evolutionmarketing.com.au

Brisbane, Queensland, Australia 

 

 

 

 

Darren Flood
ACT! Certified Consultant
Evolution Marketing;
ACT! Software
& CRM Consultants - Australia

View solution in original post


All Replies
Solution
Accepted by topic author smaroney
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 56
Country: Australia

Re: Opportunity Charts - Customization

G'Day Steve,

 

I would suggest you check out Top Line Dash. It's a 3rd party add-on that will give you a great deal of flexibility in designing the dashboard/s of your dreams.

 

http://www.toplineresults.com/products/toplinedash/index.htm 

 

Have fun Smiley Wink

 

Darren Flood

ACT! CErtified Consultant

www.evolutionmarketing.com.au

Brisbane, Queensland, Australia 

 

 

 

 

Darren Flood
ACT! Certified Consultant
Evolution Marketing;
ACT! Software
& CRM Consultants - Australia
New Member
Posts: 4
Country: United States

Re: Opportunity Charts - Customization

Thank you Darren,

 

I am downloading the trial right now...Looks like a great tool.

 

Steve 

 

--------------------------------------------

G'Day Steve,

 

I would suggest you check out Top Line Dash. It's a 3rd party add-on that will give you a great deal of flexibility in designing the dashboard/s of your dreams.

 

http://www.toplineresults.com/products/toplinedash/index.htm 

 

Have fun :smileywink:

 

Darren Flood

ACT! CErtified Consultant

www.evolutionmarketing.com.au

Brisbane, Queensland, Australia 

 

 

Darren Flood
ACT! Certified Consultant
www.evolutionmarketing.com.au