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Opportunity Pipeline Graph Embedded in a Report?

Copper Contributor
Posts: 131
Country: USA

Opportunity Pipeline Graph Embedded in a Report?

ACT! 2011 HF4

 

Can I embed an opportunity graph in a report?

Bronze Contributor
Posts: 955
Country: Australia

Re: Opportunity Pipeline Graph Embedded in a Report?

If you export from the opportunity screen to Excel you will find on the second TAB it contains a pivot table graph which you can then manipulate to show the graph you want.

 

If you want more then this then you will need to use one of the external report writers like Topline www.toplinereports.com as it can go directly to graph

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Copper Contributor
Posts: 131
Country: USA

Re: Opportunity Pipeline Graph Embedded in a Report?

Thank you.  That link doesn't seem to work; perhaps you meant Top Line Dash at www.toplineresults.com ?

Bronze Contributor
Posts: 955
Country: Australia

Re: Opportunity Pipeline Graph Embedded in a Report?

Yes you are correct "fingers typing without putting head in gear" Smiley Happy

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.