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Vipin PulinholyVipin Pulinholy 

Looking for a Activity Report/Dashboard Soultion.

Hi,

I'm attempting to make a dashboard to show the Percentage of touches against clients.

 

We have rated our client A, B, and C type. And there is a predefined value (no. of days) for each type that sales rep should log an activity against a client.For type ‘A’ client it is 30 days, type B it's 90 and Type C it's 120 days.


We would like to show a dashboard (Vertical graph) with Y axis showing Touch Percentage(%) and X axis the Type of clients (Here its total 3 values, A,B, C).

 

For example  if we have 100 client rated 'A' and the last activity date for 50 of these are older than 30 days , the graph should show the touch percentage for rated A is 50%

 

Here the challenge is to calculate the percentage values.

 

Is it possible to create a report grouped by client type and total number of activity logged against that client? Is anybody tried this kind of Activity report?

 

 Please share if you have any idea.

 

Thanks.


  

Message Edited by das on 04-21-2009 12:13 PM
Message Edited by das on 04-21-2009 12:13 PM