Articles on: Reports

How to create Deals Timeline report?

Visualization:

Steps:

Choose “Pipeline Deals” Explore.
From the Field Picker Pane, choose “Title”, “Start Date” and “Signing/Close Date” under the “Deal” view.
Click on Run button.
In the Visualization Pane, choose “Timeline” as the chart type, as shown below:

You can go to “Edit” → “Collection” and choose the color palette you want.

Updated on: 31/03/2023

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