Creating a Report That Shows Individual Costs as a Percentage of Total Cost

Hi All,

I am trying to build a report that displays different costs as percentages of a total cost. I've added an example of what I mean below:


We have three different fields for tracking different types of costs, all of which sum up into a Total Estimated Cost field. I would like to be able to show how much each of these costs contribute to the total costs of all Opportunities of a given type. However, I'm having trouble figuring out how to group these together so that the chart displays the way I want. I appreciate any ideas or help from the community on this, as I'm really stuck,


  • This function is not yet available out of the box. But there is a dashlet in the Accounts record view with similar functionality which shows the Opportunity Metrics of an Account. This dashlet is located at \clients\base\views\opportunity-metrics.

    When you look on the code you see that it is very simple and it should be a small effort to copy this dashlet to a custom cost-metrics dashlet with a new custom REST call for /Accounts/:id:/cost-stats which returns the numbers to be shown in the dashlet graph.

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    SugarCRM Deutschland GmbH