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Microsoft Dynamics CRM (Archived)

Assistance Required on Ratio Charts

Posted on by Microsoft Employee

Team - I need your help with this requirement.

Here, on 'Contacts', there a field: Type which holds value of 4 different stages of a Contact in CRM.

Requirement is to prepare a chart to display the ratio of record being,

  1. created in Stage1 state
  2. moving from "Stage1 to Stage2" and "Stage2 to Stage3"

Most Important Thing: The chart should display the statistics on daily basis.

Can you please help me accomplish this? Thanks in advance!

*This post is locked for comments

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Assistance Required on Ratio Charts

    Create a system view of contacts first having conditions

    Status=active

    Created on=today

    Stage=contains data

    Create a chart with this view

    Chart type pie

    X-axis=contact

    Y-axis=stage

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at

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