Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

Chart Functionality

$
0
0

Hello all,

I'm relatively new to working with the Dynamics CRM Online and was hoping I could get my questions answered or at least mostly answered.

I'm working on the marketing side of the CRM and am trying to put together a couple of charts based on the marketing stage of a lead (New, MQL[contacted], SQL[ready to convert]). Is it possible to put a chart together that shows me the activities of a lead by their marketing stage? To explain, I want the chart to show how many emails, nurture emails, and how many phone calls were sent/ made to all New, MQL, SQL leads.

I also want to put together another chart that shows leads that lead to revenue. I'm assuming I would do that based off leads/ contacts that turn into opportunities, but is there a way I can set up a query to base my chart off of?

Any help on both or just one of these issues would be greatly appreciated as I've tried to throw these together and I have no clue where else to start or what else to look into. Thanks.


Viewing all articles
Browse latest Browse all 82002

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>