Customer Engagement & Dynamics CRM Forum

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  • 1.  Cumulative Total on CRM Chart

    Posted Nov 11, 2022 07:14 AM
    Hi all.
    I have a business request to add a Cumulative Total to a Bookings(Orders) chart.
    We have a chart that shows the sales by week but we would like the line to show the running total, so:
    Week 25 = £16K
    Week 26 = £24.9K (£16K + £8.9K)
    Week 27 = £31.5K £24.9K + £6.6K)
    etc


    Is there a way to do this using stand CRM charts and not PowerBi?

    Thank you
    Graham

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    Graham Phelps
    IT and CRM Manager
    Keith Prowse
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  • 2.  RE: Cumulative Total on CRM Chart

    TOP CONTRIBUTOR
    Posted Nov 14, 2022 03:21 AM
    CRM charts can only report on actual values in a record.
    I think the only way to do what you want would be to create a Booking Orders Sales table that captured weekly sales and also logged the cumulative total.

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    Donal McCarthy
    BrightWork 365 Solution Architect
    BrightWork
    Galway
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    Original Message


  • 3.  RE: Cumulative Total on CRM Chart

    GOLD CONTRIBUTOR
    Posted Nov 15, 2022 02:18 AM
    Hi Graham

    Have a look at here 

    crm chart guy

    Ulrich has been running this for a lot of years.  you may find what you are looking for

    Pete





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    Peter Hale
    Naish Pty Ltd
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    Original Message


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