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ReportHello,
I want to create a chart (pie) which should display the Est. Revenue and split to Opportunity Types.
What I created so far:
- I created a field 'Opportunity Type' as option set with 4 options, which is on Opportunity Product entity. This field will be selected when a product is beeing added in the opportunity.
- In Opportunity entity I created 4 custom rollup fields, which should sum all the values each of the Opportunity Type.
- Total of Type 1, 2, ...
- so I can have for each opportunity, different opportunity types.
- each opportunity type will be sum up in the same opportunity
Basicly, I just only want to create a pie chart which shows me the whole est. revenue split into the different opportunity types of open opportunites. See screenshots below.
Any suggestions?
Many thanks and best regards
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