SugarCRM 13.0 - Reports, Dashlets and Metrics

Hello,

I have a question about new reports / dashlets available in 13.0 Sugar CRM - I've attached a screenshot.

How can I create a "Customer Location" Dashlet and "Customer Revenue Over Time" report/dashlet?

Do you know what other new reports and dashlet metrics are available? I've read the upgrade documentation but could not find any information on the type of reports / graphs that are newly available.

Thank you!
Ada

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  • , I think in order to make the results meaningful, it might make more sense to build a report from the Opportunities module and then choose a "Group by" field of address country/zip code/some type of region field. You certainly could put the Sugar Maps dashlet on the Opportunities list view, for example, but then you might just have a cluttered map with a pin for each opportunity. You could filter your list view by region and that would filter the map, too, but it still seems like that might not be the best way to really dig into the data.

    One way I'd suggest going about it is as follows:

    1. Create a Summation with Details report and select the Opportunities module.
    2. In the Define Group By step, choose the field you want to group your opportunities by. Here I'm choosing the account billing city. 
    3. In the Choose Display Summaries step, I chose to add "Count" so I could see how many opportunities are in each billing city without having to count them myself :) .
    4. In the Choose Display Columns step, I chose to display the Opportunity Name and Likely. 
    5. I chose to display a Vertical Bar (Stacked) chart below, because I want to be able to drill into the segments.
    6. On the Report Details page, I checked the Optional Related Modules checkbox next to Opportunities > Accounts so that if an opportunity doesn't have an account linked, it is still presented. 
    7. Here's my report. You can drill into the opportunity names, see the overview at the top of the sections about the billing city and how many opportunities are there. 
    8. If you click on a bar in the chart, you drill into a drawer that shows the records that comprise that segment! 

    It might be a neat visualization if we had a "map" chart type that could plot the grouped data on a map somehow, but we don't have that. 

    I hope this helps!

    Lydia Manger

    Product Manager — Sugar Discover