Thank you so much for your idea. We've registered it in our R&D team backlog for consideration and implementation in the future application releases. Thank you for helping us to improve our product.
On my dashboard reporting I want to create filters that show the data just for the current and on another data series last financial year, so I can clearly see comparisons. I am not seeing how I can achieve this in the filtering options:
Is this possible and if not is this a feature that can be added to allow this, as this is an important metric requirement.
Sorry to bump, but being able to create reports aligned to a companies financial year i.e. April to April is important. Can we do this currently and if not can I raise as a feature request?
Please use Chart dashboard for such purpose. There you can add several series of data to compare by needed column.
For example I want to display how total value of orders changed per weeks comparing this year and last year. I will add a new dashboard of chart type. There I will apply the following settings:
When count Function is selected in the dashboard Metric Setup, the Number of digits after decimal point Format should default to zero. Counting is only in integers.
I will register this idea to our R&D team since it is interesting suggestion. Meanwhile the default value is not zero since there can be records in objects where values are not integer but decimals (like activities durations or opportunity amounts). That's why it propose 2 digits after decimal point by default. But I will notify our R&D team anyway so they could think on this and try implementing some other logic for this behavior.
That's why I suggested it only be automatically 0, or the Number of digits after decimal points field could be hidden, only when count is selected for Function in the previous screen. It can never be decimal in that case. It's just a small convenience. Thanks for forwarding it on.
Hi. I'd like to have a Dashboard with additional Quick filters. The standard Pipeline Dashboard comes with a date-picker Quick-filter.
I'd like the standard Dashboard, with a By Owner, Quick filter.
In the chapter about the Sales Pipeline Dashboard in the Academy, there is a note about Quick filters at the very bottom of the article. But I can't figure out how to add quick filters to the Pipeline Dashboard.
You may also inspect already existing filter in the Pipelines to understand how it should look like for "Owner" or inspect Activity section since it has the same quick filter.
I'm trying to create a dashboard to compare our sales pipeline to our forecast data. I've created the opportunity series of the dashboard; however, I'm stuck on the forecast portion. Is creating this dashboard possible? And if it is, can someone please explain how I'd go about creating it? I've created all of the other dashboards we need, but this one has me stuck. Help!
Unfortunately, there is no option to create a dashboard based on the [Forecasts] section because it uses tables of other sections in the Data Base. As an alternative, you can build charts on objects of [Opportunities] and [Invoices].
We have registered the suggestion to allow building the dashboards based on the forecasts directly. Our R&D team will consider it for the further releases.
