Источник:
https://www.powerobjects.com/2018/04...ampaign-leads/
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In today’s blog, we are going to demonstrate how to create a doughnut chart in the Sales Hub that shows what types of campaigns produce the most leads.
Add Campaign Source to the Campaign View
1. Navigate to the
Campaign Leads View.
2. Click on View in the Command bar (it might be under the
(…) more commands menu)
3. Click on
Add Columns. In the Record Type drop-down select
Source Campaign (Campaign). Click the checkbox to the left of
Campaign Type. Click
OK. Click
Save and Close.
Creating a Doughnut Chart
1. Navigate to
Settings > Customizations > Customize the System.
2. Navigate to the
Lead entity, click on
Charts and click on
New.
3. Click on
Doughnut for the chart type, select the
Campaign Leads View. Type in a name your view in the field with the “
Enter chart name here” default text. (For example, “Number of Leads by Campaign Type”).
- Check the box to the left of Legend Entities Series select Name and Count:All.
- Under Horizontal (Category) Axis Label, select “Campaign Type (Source Campaign)”.
- Click Save and Close.
- Click Publish All Customizations.
4. Navigate to the Leads section of Sales Hub. Select the
Campaign Leads view. Click on
Show Chart.
5. In the chart view, select the
Number of Leads by Campaign Type (or whatever you named your view). You can expand the chart by clicking the box on the corner.
There you have it! For more information on customizing charts see
The CRM Book or our
blog.
Happy Dynamics 365’ing!
Источник:
https://www.powerobjects.com/2018/04...ampaign-leads/