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How do I show a panel lead graph by stages / status

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  • How do I show a panel lead graph by stages / status

    How do I show a panel lead graph by stages / status

  • #2
    Hi
    Create a grid report related to Lead. You can add this graph (report) on your dashboard.

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    • #3
      thank you! I'll test.

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      • #4
        Originally posted by tanya View Post
        Hi
        Create a grid report related to Lead. You can add this graph (report) on your dashboard.
        how do I do that? Where I have to change so that the graph can appear.

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        • #5
          Last edited by tanya; 04-26-2017, 02:12 PM.

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          • #6
            Can I do this only with the advanced package? Or is there another way?
            Sorry for asking so many questions, but I'm new to Espo.

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            • #7
              Reports are available only in Advanced Pack

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              • #8
                How do I use the ones that already come in the "basic package"?
                - sales funnel
                - sales per month

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                • #9
                  Basic EspoCRM has few dashlets with defined reports. But they are not flexible (some options exist). All logic is set in code. You can create own dashlets, using existing as examples.

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                  • #10
                    And where is the code of the chart, since none of these already installed graphs work (do not have data). The only thing that worked was the "opportunity".
                    I just want to get a graph with the leads

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