Dashboard Card Example #1: Opportunities by State

What this card is for: This card will show you the state your Opportunities are in as a whole. Each slice of the Pie Graph represents a stage: Won, Lost, Suspended, or Abandoned.

Click the images below to enlarge them.

Opportunities by State 

  1.  Select the Pie Graph.
  2.  Categories > Current State. Drag Current State to Pie Slice Names.
    Opps_by_state_1.gif
  3. Values > Record ID. Drag Record ID to Pie Values.
  4. Rename the Series Label "Number of Opportunities". In the Aggregation dropdown, select Count. Click Apply.
    Opps_by_state_3.gif
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