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Hi There!

I need to build a dashboard that looks similar to this, reporting on Success Plans by CSM, Success Plan by Client Management Segment & Progress by CSM:

 

I have started by reporting on the Success Plan object, which has given me all the info except the Progress.   I am not totally sure where that field would live…

Also, how would I then take that data and create the charts above?  

Thank you!!!!

Hi @MelissaC,

 

For the Progress information you may try querying the Name from Status lookup of Success Plan object?

@sudheer_sharma_goda That worked, thank you!!

What would I need to put into the Group By in order to change the visualization?

Thanks!

@MelissaC - Here are the steps to achieve it

  1. Drag GSID from Success Plan into Show Me pane
  2. Drag Name (Rename it to CSM Name) field from Owner (lookup) into Group By pane
  3. Drag Name (Rename it to Status) field from Status (lookup) into Group By pane
  4. Apply Stacked Column visualisation

Let me know if it helps. 

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