Customer Engagement & Dynamics CRM Forum

 View Only
  • 1.  Cumulative Total on CRM Chart

    Posted 20 days ago
    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

    ------------------------------
    Graham Phelps
    IT and CRM Manager
    Keith Prowse
    ------------------------------


  • 2.  RE: Cumulative Total on CRM Chart

    TOP CONTRIBUTOR
    Posted 17 days ago
    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.

    ------------------------------
    Donal McCarthy
    BrightWork 365 Solution Architect
    BrightWork
    Galway
    ------------------------------



  • 3.  RE: Cumulative Total on CRM Chart

    GOLD CONTRIBUTOR
    Posted 17 days ago
    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





    ------------------------------
    Peter Hale
    Naish Pty Ltd
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role