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sarvesh001sarvesh001 

Create report abd dashboard Target versus Budget values

HI All,

I want to craete report and dashboard for target values versus actual values. I have created custom object to maintain target values.

Now my goal is to create dashboard(barchart)  for target value versus actual value for every quarterwise.
for this i have tried to create two record type in opportunity and achieve in that way but i don't want to create record type typre for that.

Can any one hlp me out for thi.
Regards,
Sarvesh.
Best Answer chosen by sarvesh001
Lam CorporationLam Corporation
Hi when you have created the report with both currency columns included, you can create a bar chart and then use the "plot additional values" option on the "chart data" tab. This way you can show the actual vs target. Please ensure your report is summary or martix

All Answers

Lam CorporationLam Corporation
Hi when you have created the report with both currency columns included, you can create a bar chart and then use the "plot additional values" option on the "chart data" tab. This way you can show the actual vs target. Please ensure your report is summary or martix
This was selected as the best answer
sarvesh001sarvesh001
Hi Lam Corporation,

I am using matrix report . i want to show budget versus actuals for quarterwise.


Thanks.