Feb Sales $10.00
Mar Sales $20.00
Show $10.00 increase in sales
Preference is to Include the narrative captured in Sugar detailing the change at the base of the chart.
This request can not be accomplished by regular Reports module. It maybe possible by Advanced Reports, but it will not plot a chart, as far I know.
So I believe you would need to create a custom Chart Dashlet which plot such data.
Appreciate the prompt reply.
I think Dmytro Chupylka from Integros can reply with a good solution proposal here :-)
Thanks, Björn Canales Pfisterer, I'll try to )
Michele Rebstock, is the challange to be aware of changes in sales, while report seems just as one of the possible solutions? is it correct?
I would say that its quite a crazy stuff in terms of time spends to try establishing criteria for digging into data .....
Can I suggest to shift the point of view ?
It seems much simpler is to define what are the changes that matter for being monitored, then detect and collect them as key events arrainging them on the Opp portfolio timeline, while 30-days window and event types would help to focus on recent and important sales events.
Does such an approach makes sense for you?
Once colected, the increases/decreases,moving forward/rollbacks, amount edits, new sales submitted, lost sales registered and other events that affect funnel, they are organized in a timeline feed and may look like this:
In such a solution you could select to focus then overview recent changes even in a dashlet, like this:
Finally, you can report on activities collected:
The TimeLine for Sugar and events collecting is provided by Timeine Viewer addon.
https://integroscrm.com/timeline-viewer/, addon is available for trial
In case you have any questions, you can find my email in profile,
All the best,
As regular Reporting module will not be helpful here so try checking the following tool.
I think this tool will be able to help in your scenario.
Thank you very much for your recommendation. Is this tool compatible with Sugar Enterprise?
Yes, it is compatible with all Sugar flavors.
Retrieving data ...