I need some help with a custom chart which pulls revenue data from a number of different opportunity fields but also takes into account two different date ranges, one being invoice date and the other being the current financial year (1 st of June to the 31 st May). The chart also needs to somehow include the revenue target for the current financial year.
I’m assuming to pull all this information together I will need to use formulas.
Any advice would be great.
This is what the chart should look like:
2 respostas
Are the segments in that Bar values in a Text ot Picklist Field?
Or are they the names of seperate Revenue Fields?
Can you post a screenshot of the Report, and the Groupings, Settings, etc, that you're currently using and the results you're getting? For questions related to Analytics: Reports and Dashboards those are really helpful