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lburns
Dashboard Help
Hi...I'm trying to create a dashboard showing the following:
on the Y-axis: This month (closed month), This Quarter (Fiscal Period) and This Year (FY)
on the x-axis: Closed Won, Closed Lost, Closed Abandoned (Stage = Closed)
I have most of the information created, but am missing one metric no matter how I slice and dice it. I've tried Summary, Table and Matrix formats. Is this even possible? Thx.
When you say X-Axis and Y-Axis do you mean a 3 x 3 Dashboard?
So:
Column-1 = Current FM
Column-2 = Current FQ
Column-3 = Current FY
Row-1 = Won
Row-2 = Lost
Row-3 = Abandoned
Or are you looking for a 3 x 3 breakout within a single Report? I don't think that latter is doable.
No problem...doesn't look I can do it then.
Would you happen to know how to change the 'Best Case' label under the Forecast Tab? I can change the value/field name in the 'Opportunities' setup, but the 'Status Category' is still showing as' Best Case'.