Sales Dashboard report updated

Sales Dashboard report updated

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In one of our previous blog posts Rene Gayer shared his report Sales Dashboard. The report provides insight into company’s top customers and items, balance per country region, and item purchases/sales:

The report also shows the list of opportunities, and you can drill into to-dos for each of the opportunities:

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In this blog post we offer several improvements for the Sales Dashboard report. The first thing is adding an extra column to the list of to-dos. Note, that there are two occurrences of each to-do in the list, they have different numbers, but the description is same (compare to-dos TD000005 and TD100005 on the screenshot above). It is not clear why until we make the column “Type of to-do” visible. The reason is that each to-do has several participants, for example Organizer and Contact Attendee. To make the column “Type of to-do” visible, you need to do the following:

1. In the Object Designer, select page 70002 Sales Dashboard To-do Part, and then click Design.

2. Add a new field to the page:

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3. Click View >Properties, and then set the SourceExpr to Rec > Field Name > System To-do Type.

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4. Click OK, and compile the page.

Furthermore the to-dos appear sorted by their number. We offer to sort them by starting date, which is helpful when you want to get a quick overview of the latest to-dos. That is how you can add sorting to the list:

1. In Object Designer, select table 5080 To-do, and then click Design.

2. Click View > Keys.

3. Add new key, which is a field Date (Starting Date):

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4. Compile the table.

5. Select the page 70002 Sales Dashboard To-do Type, click Design.

6. Click in the first empty row, and then click View > Properties

7. In the SourceTableView field, click the Assist button.

8. Set the Key to Date, and the Order to Descending. Click OK.

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9. Close the Properties window and compile the page.

The final result looks like this – the to-dos are sorted by date and To-do Type is visible:

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You can download the objects needed for this report here, thanks to Anna Mihailava.

/Claus Lundstrøm

Attachment: Sales Dashboard report - Version 2.txt
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