Help Creating Dashboard

[Cynthia19]

Hi

I need to create a dashboard of all demand in qualified stage, so that I am able to see a list of demands across my platform that are in the qualified state and it should be listed by priority

The dashboard should have the following information

Name

Number 

Category

Description

Primary Goal

Portfolio

Program

Investment Class

From Related list

Summary Type

Expense type

[Dr Atul G- LNG]

Hi @Cynthia19 

You need to create a report first on demand table, here is example of change tabel

Once you created report then add on dashboard.

[AndersBGS]

Hi @Cynthia19,

As @Dr Atul G- LNG  are mentioning you can obtain the overview by a simple list view report created through the report designer. Though, I would recommend to created it from the related list instead of the demand table, as you then will be able to dot-walk to the demand table and retrieve the needed information together with the information from the related list.  

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

best regards

Anders

[Cynthia19]

Could you walk me through this with examples as I am not able to clearly understand and see the screenshots uploaded above

[AndersBGS]

Hi @Cynthia19 ,

Do you know what table you're utilizing for the expense line? What is the reference between expense line and the demand? 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

best regards

Anders