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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Deals Won v Deals Lost...
Microsoft Dynamics CRM (Archived)

Deals Won v Deals Lost - Chart

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Posted on by Community Member

Hi All,

I need the above chart to show the summed estimated revenue of all the open Opportunities.

It shows the summed values for the Won and Lost Opportunities but not the Opportunities with the status of "Open", see below. Can this be achieved?

Many thanks

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  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hello,

    The image you are referring to unfortunately appears broken. Could you re post that?

      

    Some general info about Charts in the mean time:

    The data of a Chart is powered by a predefined View. If your Chart is only showing Won and Lost Opportunities, it is likely using a View that only contains those Opportunities.

      

    You can edit the Chart in the 'Customization' section of the Settings area and change the View that is attached to it.

    I'd recommend creating a new Chart, instead of modifying a system chart, to ensure that you get exactly what you need and aren't slowed down by any preconfiguration of the system chart.

      

    Please refer to this article on how to create your own chart:

    docs.microsoft.com/.../create-edit-chart

  • Community Member Profile Picture
    Community Member on at

    Hi Michel,

    Here is the chart I'm referring to, ideall I would like 3 columns for Won, Lost and Open.

    Thanks

    1207.chart.jpg

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