Interactive Dashboard Top Five List

SUGGESTED

I have a client that would like a widget on their dashboard the lists the top 5 clients by revenue. Compiling the data is one thing, but I don't even think there is a chart/list that would even limit to the top 5, correct? Has anyone else run into this kind of issue in the past? I find clients that are migrating from Salesforce find out dashboards very outdated looking. 

Thanks,

Anthony

Parents Reply Children
  • 0 in reply to Sage CRM

    Then how would I do a top sales customer widget (mind you think needs to by assign to user). If i make that a text field the sort is basing it on the first digit in the number, as per below. Not to mention, even still I can't sort the widget itself, just the report.

    Thank you for all your help thus far!