Funnel Charts Suck and You Shouldn’t Use Them

There are a lot wrong with funnel charts. And I am talking funnel charts in general - not just specific to Dynamics CRM. Here are some of the issues I have with funnel charts: The size of the sections do not correspond with the values The "funnel analogy" is incorrect You can't easily compare the … Continue reading Funnel Charts Suck and You Shouldn’t Use Them

Add Key Figures to Dashboards in MS Dynamics CRM

One of the most common questions for sales dashboards in MS CRM is "can I have a total on that Sales Pipeline funnel chart?" Seems like a fair question, but somehow this not possible. At least not in a manner where the number can be formatted in a way that can be read properly. My … Continue reading Add Key Figures to Dashboards in MS Dynamics CRM

N:N Relationship Charts in MS Dynamics CRM

N:N Relationships, or Many-to-Many Relationships, can be a little tricky to get information out of. As an example competitors out-of-the-box have an N:N relationship with opportunities. Let's say we wanted to look at a list of competitors and see how many active opportunities they are currently engaged in. With the chart editor and views, the … Continue reading N:N Relationship Charts in MS Dynamics CRM

Design options for bar charts and Top X bar charts

Here's a couple of design options to improve bar charts, fix some pet peeves of mine, or simply change things up a little. Those pet peeves are truncated labels and always putting the top record on the bottom. Fortunately, both of those can be fixed as seen below. I've also positioned the labels on the … Continue reading Design options for bar charts and Top X bar charts