Articles on: Reports

How to create a table chart of Deals by Phase?



Choose "Pipeline Deals" explore.
In the Field Picker section, choose the field "Count" under "Deal" view, and "Name" under "Phase" view.
Click on the Run button.
In the Visualization pane, choose table chart as the viz type. In the Series settings, modify the field names as you want. Click on the column header to sort the table.

Updated on: 25/04/2023

Was this article helpful?

Share your feedback


Thank you!