The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
|
|
Sales Dashboard: Pipeline Status Chart
Posted: 12 Mar 08 6:13 PM
|
Trying to make a 'simple' change to the Pipeline status. I have created a few charts on Opportunity tabs so thought this would be a pice of cake, lol.
I need to reorder the funnel to match the stage order for this customer. Am I going to be better off starting from scratch?
Thanks,
Scott |
|
|
|
Re: Sales Dashboard: Pipeline Status Chart
Posted: 13 Mar 08 1:21 AM
|
| Well that was fun, figured it out. Took a lot more work than necessary to simply reorder the stages and remove the currency symbols from the chart and grid. |
|
|
| |
|
Re: Sales Dashboard: Pipeline Status Chart
Posted: 13 Mar 08 11:03 PM
|
I modified the GetStageNumber function in the Sales Dashboard:Pipeline Support script to set the order according to their particular stages.
All I did was add a select case for each stage which will require a change anytime they update the stages for their opps but they have a pretty fixed process so thought it would be simpler than creating a more elegant solution.
|
|
|
|