If your CRM contains a lot of data and you would like to have a better sense of what it means, adding tables and graphs can be a great solution. We had a client that wanted custom dashboards in order to show his data into tables and graphs. In order to do this, we had to dig in and find out exactly where the data was to going to be coming from. After doing this, we separated the data into different categories, in this case size versus expected and actual.In addition, the user is able to change the data displayed by each year and even different companies. With this information, the tables came together and the graphs were a visual representation of the tables. All in all, with this custom dashboard the client will able to better understand his data and have a graphic display showing what it means and what the next steps can be.
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