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Help Creating Dashboard

Cynthia19
Tera Contributor

‎03-13-2024 10:04 AM

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

Cynthia19_2-1710349435788.png

 

Name

Number 

Category

Description
Primary Goal
Portfolio
Program
Investment Class
 
From Related list
Summary Type
Expense type
Cynthia19_1-1710349413566.png

 

 
 

 

 

 

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Dr Atul G- LNG
Tera Patron

‎03-14-2024 02:18 AM

Hi @Cynthia19 

 

Did you try the solution? It will simple, but only thing is it depends which table you are using.

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