I created reports showing the total discounted value of open opportunities for the next 2-3 quarters. Similarly, I have created a report showing the confirmed order value for the same period. I'd like to combine these two together and have the total amount (orders + open opportunities) into one graph and have this in my dashboard.
any idea how to do this?
thx
Marco
1 件の回答
For that you could use a Joined Report
Documentation Combine Different Types of Information in a Joined Report
https://help.salesforce.com/articleView?id=reports_working_with_joined.htm&type=5 (https://help.salesforce.com/articleView?id=reports_working_with_joined.htm&type=5)
