I need help creating a pie chart in a dashboard that shows % of accounts with and without opportunities. I already have a summary field called # of opportunities on the account report. Help! Thanks!
2 answers
Hi Luciana,
In the salesforce report editor you can create a bucket column (https://help.salesforce.com/articleView?id=reports_bucketing_adding.htm&type=5) of the "# of opporrunities on the account" field. Then set two values,
- # of Opps = 0
- # of Opps > 0
Then if you use that the count of accounts grouped by your bucket field you'll be able to create a pie chart to easily see what percent of accounts have opportunities.
