Report accumulated result month over month

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  • talles.amadeu
    Junior Member
    • Jan 2020
    • 27

    Report accumulated result month over month

    Hi everyone.

    I just purchased the Advanced Pack and I got a question abuout reports.

    Is it possible to make a chart show accumulated results, for example, show opportunities growth month over month.

    Thank in advance!
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi there,
    please take a look at the screenshots:
    Attached Files

    Comment

    • talles.amadeu
      Junior Member
      • Jan 2020
      • 27

      #3
      Hi Maximus, thanks for the quick reply.

      But actually, I was thinking more of something the screenshot attached.

      It adds up the sales from one month to the previous month. Do you think something like this can be done?

      Thanks

      Comment

      • Maximus
        Senior Member
        • Nov 2018
        • 2731

        #4
        Please take a look at the screenshot. I've just changed the report chart for Bar to Line.
        Attached Files

        Comment

        • talles.amadeu
          Junior Member
          • Jan 2020
          • 27

          #5
          That's odd. I did it exactly like you suggested and it keeps just showing values month by month. It's not summing month over month

          Comment

          • Maximus
            Senior Member
            • Nov 2018
            • 2731

            #6
            > I did it exactly like you suggested and it keeps just showing values month by month

            This is how it works. You selected to group the matched records by Month: Close Date. It shows you the Sum Amount value per each month. There is no ability to show the chart that would show the next value by summing current value and a previous value.

            Comment

            • Kpuc
              Member
              • Nov 2020
              • 40

              #7
              I'm also interested in this EspoCRM capability... I think someone should look into making additional chart for aggregating SUM of ALL values per day/week/month/year.

              Comment

              • Maximus
                Senior Member
                • Nov 2018
                • 2731

                #8
                Please create this feature request topic here https://forum.espocrm.com/forum/feature-requests.

                Regards.

                Comment

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