Multiple Reports on Dashboard based on filtered data
I have a CRM application with an opportunities table. I have a pie chart that is creating a win/loss ratio for me and works great. I created some dynamic filters for Client Market and Project Type so that i can gain filtered sets of win/loss data based on those filters. Again it works great.
So how do I apply those dynamic filters to a dashboard? Or in an easily configured way, maybe via links? So if I am user and want to see my win/loss ratio I can go to a dashboard page with the win/loss ratio configured for different scenarios and not have to click into the full report and click on the dynamic filtering?
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Ivan Weiss
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So how do I apply those dynamic filters to a dashboard? Or in an easily configured way, maybe via links? So if I am user and want to see my win/loss ratio I can go to a dashboard page with the win/loss ratio configured for different scenarios and not have to click into the full report and click on the dynamic filtering?
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Ivan Weiss
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