CRM Dashboard Blank Title 132999

Yahoo Archive
1
Thank you! I’ll try it.



*Amélie Pelletier*

*Analyste Programmeur / Program analyst*



[image: cid:image001.jpg@01CD5525.2091A820]



*230, Boulevard Nilus-Leclerc*

*L'Islet, Québec (Canada)*

*G0R 2C0*

*Téléphone: 418-247-3986 ext. 2390*

*Fax: 418-247-7925*

*amelie.pelletier@... <brigitte.savoie@...>*

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*De :* vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
*Envoyé :* 17 octobre 2014 16:02
*À :* vantage@yahoogroups.com
*Objet :* [Vantage] Re: CRM Dashboard





If you are using aggregate functions such as
Total(QuoteHed.TotalGrossValue) in your formula, verify that the QuoteHed
table is set as a Summary table, otherwise you will receive errors when
trying to create the calculated field.



Thanks,



Brian M. Garver

Northern Concrete Pipe, Inc.

401 Kelton Street

Bay City, MI 48706

800.222.9918

989.892.3545

989.892.3533 fax





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[Non-text portions of this message have been removed]
2

Hi Everybody!


I'm working on a CRM Dashboard so my rep can see their performance in selling.  I would like to add graphs ect... But each time I tried to add calculated fields in my baq, I receive error messages....  So....


Does any of you ever did real good Dashboard with graphs in it?  With graphs you had to have some resume results (like the sum of quoteamount)

3
If you are using aggregate functions such as Total(QuoteHed.TotalGrossValue) in your formula, verify that the QuoteHed table is set as a Summary table, otherwise you will receive errors when trying to create the calculated field.

Thanks,

Brian M. Garver
Northern Concrete Pipe, Inc.
401 Kelton Street
Bay City, MI Â 48706
800.222.9918
989.892.3545
989.892.3533 fax


Check out our standard details and other product information available on our web site at www.ncp-inc.com


CONFIDENTIALITY: This email communication may contain CONFIDENTIAL INFORMATION and is intended only for the use of the intended recipients identified above. If you are not the intended recipient of this communication, you are hereby notified that any unauthorized review, use, dissemination, distribution, downloading, or copying of this communication is strictly prohibited. If you have received this communication in error, please immediately notify us by reply e-mail, delete the communication and destroy all copies.