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Charting Group Totals

Accepted answer
edited Nov 29, 2016 2:58PM in Reporting & Analytics for B2C Service 1 comment


Hi All.  We're using the Opportunities module in OSC.  We have a few custom fields that we've added.  One is a pull-down menu that we call "Probability" and it has % values that our users pick as the opportunity moves through its life cycle (10%, 25%, 40%, 60%, 75%).  We also have a custom field we added for "First Year Revenue."

I'd like to create a couple of charts and/or funnels.  One should show the number of opportunities at each probability percentage.  The other should show the summed revenue of all opportunities at each probability.

When creating charts, it looks like I can only use columns as the series.  Is it possible to use the group counts and summations in a chart?  If so, how?  (The attached image shows my opportunities rolled up by Probability.  You can see that I have the group count included here too.  I want this group count in a pie chart so we can visually compare the number of ops at each probability level). 

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