So far, we have added basic charts and tables with the Dynamics CRM queried dataset. Now, let's add a little more substance with a clustered column chart based on the pivoted sales dataset.
Note
In general, column charts are great to measure sales revenue. They are probably the commonly used visualization in Excel and Dynamics product lines.
With this chart, we should be able to see the sales revenue numbers split up across the individual practices by Sales Stage. This report will be very helpful to see the holistic view of the sales performance across each practice:
For our sales productivity dashboard, we need to add a new report with a cluster column chart that shows Practice Revenue by Sales Stage.
Here is how it is done:
Add a new page to your report for Cluster Column Chart, navigate to the top main menu, and select New Page.
Navigate to the Fields and Filters area on the left-hand side of the form window and select Develop...