Charts on Forms, or User/Account Specific Dashboards

Charts don’t just go on dashboards, they can go on the forms too. It’s really just a sub-grid that displays a chart instead, but as this seems to be a heavily underutilized feature in MS Dynamics CRM, maybe I can bring some more focus on it with this post. The primary example where form charts … Continue reading Charts on Forms, or User/Account Specific Dashboards

Charting on Activity Parties in MS Dynamics CRM

The Activity Party entity surfaced a little in the MS CRM blogosphere late last year. First Jukkan wrote this excellent piece “Your Interaction Network in Dynamics CRM” And then Joel Lindstrom and George Doubinski talked a little about the challenges of reporting on the activity parties in episode 14 of the CRM Audio podcast called … Continue reading Charting on Activity Parties in MS Dynamics CRM

Bubble Charts in Dynamics CRM

I usually stick to the standard chart types in my blog posts, even though Dynamics CRM supports many other types such as radar, polar, error bar and bubble charts. So it is time to venture out a little bit. In this post I will work with the bubble chart and show how to build one … Continue reading Bubble Charts in Dynamics CRM

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

Compare This Year to Last Year with a Dynamics CRM chart

Comparing sales performance this period vs. the same period last year is a fairly standard metric. However, to create a chart that compares the period this year, with last years in the same date range can be tricky. For example, today is June 21st. I want to see my actual sales for this year to … Continue reading Compare This Year to Last Year with a Dynamics CRM chart

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