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I am looking to create a view and chart for a dashboard to show the different stages each lead/opportunity is at.
Is this possible to apply ?
Try following this process to achieve what you are looking for:
Configuring Dashboards for Business Process Flows | PowerObjects
If this was helpful, please check it as verified to help others finding useful information.
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Hi,We can use below highlighted field to create view on opportunity and lead.Opportunity:Lead:And using this view we can create chart.Thanks,Pradeep.Please mark this as VERIFIED. If it helps.
Thanks for the update. Our setup is a lot different than what has been provided by yourselves.
The process is attached below:
I am not sure where to identify how to create a chart on this.
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