Cumulative Total on CRM Chart

Cumulative Total on CRM Chart
Graham Phelps
Graham PhelpsNov 11, 2022 07:14 AM
Hi all. I have a business request to add a Cumulative Total to a Bookings(Orders) chart. We have …
1. Cumulative Total on CRM Chart

Graham Phelps
Posted Nov 11, 2022 07:14 AM
Hi all.
I have a business request to add a Cumulative Total to a Bookings(Orders) chart.
We have a chart that shows the sales by week but we would like the line to show the running total, so:
Week 25 = £16K
Week 26 = £24.9K (£16K + £8.9K)
Week 27 = £31.5K £24.9K + £6.6K)
etc

Is there a way to do this using stand CRM charts and not PowerBi?

Thank you
Graham

——————————
Graham Phelps
IT and CRM Manager
Keith Prowse
——————————

2. RE: Cumulative Total on CRM Chart

TOP CONTRIBUTOR
Donal McCarthy
Posted Nov 14, 2022 03:21 AM
CRM charts can only report on actual values in a record.
I think the only way to do what you want would be to create a Booking Orders Sales table that captured weekly sales and also logged the cumulative total.

——————————
Donal McCarthy
BrightWork 365 Solution Architect
BrightWork
Galway
——————————

3. RE: Cumulative Total on CRM Chart

GOLD CONTRIBUTOR
Peter Hale
Posted Nov 15, 2022 02:18 AM
Hi Graham

Have a look at here

crm chart guy

Ulrich has been running this for a lot of years. you may find what you are looking for

Pete

——————————
Peter Hale
Naish Pty Ltd
——————————