Estimated call volumes in a chart.

Question

I have been asked to create a chart estimating the call volume from various clients per day in one graph. I have the total calls over a period of time. How can I display this on a graph without manually putting each date into the CRM?

For Example, how would I display the following info per day?

Client: Barbara
Calls: 206
Start Date: 10/13/2020
End Date: 10/23/2020

Client: Steve
Calls: 102
Start Date: 10/07/2020
End Date: 10/14/2020

Is this possible?

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Nicholas Geer
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MarkShnierYou · Answer

You will need the daily numbers to do a daily chart. My suggestion would be to set up an automated process using an Automation or a Pipeline to set up child records under these records so that you end up with one daily record for each day. Then you would base chart on the daily records.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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