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We have Current ACTUALS for each month brought over from SAP onto the account record in 12 different fields:

 

Current Yr - JAN

 

Current Yr - FEB

 

Current Yr - MAR

 

Current Yr - APR

 

Current Yr - MAY

 

Current Yr - JUN

 

Current Yr - JUL

 

Current Yr - AUG

 

Current Yr - SEP

 

Current Yr - OCT

 

Current Yr - NOV

 

Current Yr - DEC

 

I want to create a line graph chart that I can embed onto each Account Page Layout for each sales rep to see in the account details section.

 

I'm having a difficult time creating a chart in general for this due to each of the $ values being in individual fields and needing to summarize by one field... help?
9 answers
  1. Aug 20, 2015, 6:20 AM
    Yeah, or maybe grouping 3 Months into a Quarterly Sales "bucket"...  I dunno, I'm just riffing...  but I hate to give up on this since you've been Royally f*cked over by the current process you're under.  It's pretty late here (Boston) lemme stew on this one a while and see what I can do on my Dev SFDC org (no promises)
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