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dashboard on any UDF ?

New Member
Posts: 9
Country: Canada

dashboard on any UDF ?

Hello,

 

I'm sure this is simple thing in ACT to do.  I want to create a dashboard to show a graph on some UDFs I've created like Segmentation, Target Market etc..  just a bar or pie chart as to how any in each value.. 

 

In Dashboard Designer, I select New to start a new dashboard.  Go to top left box and Add Component and see Activities, Opportunities, Custom.  I don't want the 1st 2, so tried Custom and it doesn't seem to get me to list of all the udfs to select which I want to chart on..  just a list of templates.

 

Guessing there is an easy way and I'm just missing it (and hopefully does not require me to purchase an add-on). 

 

Thanks, Dave