In this recipe, we will configure an opportunity report containing a chart that shows the number of opportunities grouped by sales stage. Using the created report, we will embed the chart within an account record page, which filters the list of opportunities and shows only for the account in which the chart is being viewed.
Carry out the following steps to create an opportunity report with a chart that is grouped by the standard field stage:
- Click on the
Reports
tab. - Click on
New Report
, as shown in the following screenshot:
- In the resulting
Create New Report
page, select theOpportunities
report type. - Click on
Create
, as shown in the following screenshot:
- Choose
Summary Format
. - Create a grouping for the report using the
Stage
field by dragging theStage
field onto theDrop a fields here to create a grouping
section. - Click on
Save
, as shown in the following screenshot:
- In the resulting
Save...