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

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  • padilla
    Junior Member
    • Jan 2017
    • 29

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

    How do I show a panel lead graph by stages / status
  • tanya
    Senior Member
    • Jun 2014
    • 4308

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

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    • padilla
      Junior Member
      • Jan 2017
      • 29

      #3
      thank you! I'll test.

      Comment

      • padilla
        Junior Member
        • Jan 2017
        • 29

        #4
        Originally posted by tanya
        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.

        Comment

        • tanya
          Senior Member
          • Jun 2014
          • 4308

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

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          • padilla
            Junior Member
            • Jan 2017
            • 29

            #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.

            Comment

            • tanya
              Senior Member
              • Jun 2014
              • 4308

              #7
              Reports are available only in Advanced Pack

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              • padilla
                Junior Member
                • Jan 2017
                • 29

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

                Comment

                • tanya
                  Senior Member
                  • Jun 2014
                  • 4308

                  #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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                  • padilla
                    Junior Member
                    • Jan 2017
                    • 29

                    #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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