Discussions - Recent Threads

Report / chart with cumulative sales for a certain month

Robin Bruninx — Mon, 23 Oct 2023 10:00:49 GMT

Hi, I have a question. I would like to make a cumulative sales won chart as a report in the picture below.

I configured a report, and for the moment it is possible to have the sales won numbers soreted out day by day on the day that the opportunity is closed. But the sales won numbers are not cumulative like in the chart above. Does anybody know how to make cumulative charts in Sugar?

Changing Header Fields

Renee Pickard — Wed, 22 Feb 2023 19:09:49 GMT

Is there a way that we can change the field in our record headers so that we can display employee's First Name, Middle Initial. and Last Names, instead of Salutation?

thanks

Account Type

Ashley Crawford — Fri, 10 Feb 2023 15:53:09 GMT

How do you add an account type?

Dashlets

Maria Schwendinger — Tue, 03 May 2022 18:52:40 GMT

What dashlets do you find the most helpful to use?

Process Definitions

Norm Bonenfant — Tue, 04 May 2021 14:11:27 GMT

What are some of the most useful process definitions that you have added to your business? Ones that changed the way you work and saved time. What was a game changer for you?

Welcome to the Services Group!

Jana Ferguson — Tue, 02 Mar 2021 22:13:49 GMT

Hi there,

User Groups are here and we couldn't be more excited, but we need YOU for them to be a success! You are what brings SugarClub to life each and every day, and the discussions and questions that you post here will become resources for users in the future.

Feel free to post anything on your mind about the services industry, successes you have had or challenges your are facing. Give advice and seek it. Tag others in your posts. This group is here for you! 🙂