SugarCRM 13.0 - Reports, Dashlets and Metrics

Hi Ada Napierala,

The 'Customer Location' dashlet is called the 'Maps' dashlet in the list of dashlets to add to a focus drawer or intelligence pane. This dashlet will only be available if you are running Sugar Sell Premier which comes with the Sugar Maps feature. 

Regarding the 'over time' dashlets in the screenshot, these are dashlets you can achieve by creating a report that groups the data over the desired time intervals (e.g. 'Closed Won' opportunities aggregated by fiscal year) in combination with the 'Report Dashlet' dashlet. When adding the 'Report Dashlet' to a focus drawer or intelligence pane, you have the option to limit the report results to the record in focus so it gives you contextual analytics. 

Chris

Chris Hall

Got it & got it - thank you. 

I went ahead and tried to create the Revenue Over Time report, but I am struggling with adding it to the dashboard in a Line Graph type dalshet form - I am getting an error saying Warning: Line Chart is not compatible with this report". 

Is this restricted to report types or certain fields? I created Summation with Details report, I added 1 filter (Probability Equals 100, Group by Fiscal Year: Signature Date, and added New ARR (our custom field) as a summary. I am not sure what I am doing wrong?

Thanks,

Ada

Hi Ada Napierala,

In order to use a line graph type, you need to have at least 2 different group by fields. In my sample report, I used the Opportunities > Type and Opportunities > Month: Expected Close Date (the first group by field is used to graph the separate lines and the second group by field is what will be the X-axis of your line graph):

That then was able to generate the following line graph:

A good rule of thumb is that if you cannot select the desired chart format when creating the report, then you won't be able to use that chart format in the report dashlet either. 

Chris

Hi Ada Napierala,

In order to use a line graph type, you need to have at least 2 different group by fields. In my sample report, I used the Opportunities > Type and Opportunities > Month: Expected Close Date (the first group by field is used to graph the separate lines and the second group by field is what will be the X-axis of your line graph):

That then was able to generate the following line graph:

A good rule of thumb is that if you cannot select the desired chart format when creating the report, then you won't be able to use that chart format in the report dashlet either. 

Chris

Chris Hall

Got it - thank you very much for all your help on that - it is working now. Looks cool!

Best, 

Ada

Hey Chris Hall

I think I am doing something incorrectly with the report. I understand that this report call show accumulated ARR over time? 

In my graph, I can only see the ARR per Fiscal Year, but not the accumulation - am I missing something here?

Thanks, 

Ada

Hi Ada Napierala,

There's nothing you are doing wrong per se. I can't think of a way using Sugar's native features that you could build a visual report showing how a customer's lifetime ARR increased over time.

Chris

Hi Chris Hall

Thanks for the explanation. I thought that the purpose of the line graph was to show the aggregated revenue. 

Is it possible to do set this up in Advanced Reports? 

Thanks, 

Ada

Hi Ada Napierala,

I'm not certain you could achieve this output in Advanced Reports. If you can build the queries, it would not be visual as Advanced Reports doesn't support charts. To get this type of data, I would likely lean towards using database views. You cannot create custom views via Advanced Reports. I'm not a database expert though so someone else may have better guidance to offer on how you could achieve this result with the functionality offered in Advanced Reports.

Chris