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Wes McCarthy 님이 #Reports & Dashboards에 질문했습니다

Hi there,

 

Wondering how i can best show snapshot reports vs current reports.  To give some further background, i created a custom opportunity snapshot object.  A report runs at the beginning of each FQ, and populates the object with details of all Opportunities forecast to be won in that quarter.

 

Throughout the quarter, a report will run to see what is actually won.

 

 

What i'd like to do is create a line graph on a dashboard, showing what has been forecast, vs what has actually been won.

 

Can somebody please tell me what the best way to achieve this would be?  

 

Many thanks!
답변 4개
  1. 2015년 12월 4일 오전 4:43
    Hi Jeff.  This has done the trick.  Thanks for your help.  Much appreciated.

     

    Wes
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