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Microsoft Dynamics CRM (Archived)

sales funnel click through issue

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Posted on by 275

Hi Community,

Is it normal when clicking on areas in the sales funnel, that you cannot drill down to a subselection of records?

Thanks, Debbie

Sales-Funnel.PNG

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  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    Hi Debster, yes it can seem quite a clicky task but you can drill down if you Click the Middle Icon on the top right of the chart for

    Expand/ Collapse or

    View the records to generate chart icon

    Let me know if you need further help with this?

    Best Wishes, Raz

  • Debster25 Profile Picture
    275 on at

    Thanks Raz,

    It seemed there was a but in our solution.

    I used a different field in the graph and now it works :)

  • Debster25 Profile Picture
    275 on at

    i meant to say bug ;-)

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