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Thread: How to display pipeline by users?

  1. #1
    nidhishah is offline Junior Member
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    Question How to display pipeline by users?

    On my homepage of Dashboard, I have a pipeline which is displayed by sales stage. And on my sales dashboard page, only my pipeline is displayed.
    I want to compare my pipeline and my coworker's pipeline in only one chart. How can I do it? Is there a way to display pipeline of two users at the same time?
    I am using 5.2 version.

    I am not getting any response in 'general discussion' section so I posted this here hoping I get my answer.

  2. #2
    christianknoll's Avatar
    christianknoll is offline Sugar Community Member
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    Default Re: How to display pipeline by users?

    Our KINAMU reporter can handle that request. i do not know of any existing feature in any sugar edition that would do that otherwise. The other remaining option is of course to develop it by your own.

    christian.

    Quote Originally Posted by nidhishah View Post
    On my homepage of Dashboard, I have a pipeline which is displayed by sales stage. And on my sales dashboard page, only my pipeline is displayed.
    I want to compare my pipeline and my coworker's pipeline in only one chart. How can I do it? Is there a way to display pipeline of two users at the same time?
    I am using 5.2 version.

    I am not getting any response in 'general discussion' section so I posted this here hoping I get my answer.

  3. #3
    rafael.q.g@hotmail.com's Avatar
    rafael.q.g@hotmail.com is offline Sugar Community Member
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    Default Re: How to display pipeline by users?

    On sugar PRO there is the reports module that also do this. Once it is created you could copy its url and create a dashlet do display it on your Home.
    Rafael Queiroz Gonçalves
    Advanced OMG UML Certified Professional
    Sun Certified Enterprise Architect for the Java Platform
    Sun Certified Programmer for the Java 2 Platform
    IBM Certified Advanced Application Developer - Lotus Notes and Domino
    IBM Certified Application Developer - IBM WebSphere Portlet Factory
    Computer Science Mastering / UFSC - PPGCC

  4. #4
    nidhishah is offline Junior Member
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    Default Re: How to display pipeline by users?

    Quote Originally Posted by rafael.q.g@hotmail.com View Post
    On sugar PRO there is the reports module that also do this. Once it is created you could copy its url and create a dashlet do display it on your Home.
    The version I am using isn't PRO version I believe. So I assume I won't be able to do this.

  5. #5
    nidhishah is offline Junior Member
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    Default Re: How to display pipeline by users?

    Quote Originally Posted by christianknoll View Post
    Our KINAMU reporter can handle that request. i do not know of any existing feature in any sugar edition that would do that otherwise. The other remaining option is of course to develop it by your own.

    christian.
    Is KINAMU a separate application or it will be integrated into Sugar as an Add-in?
    Could you please guide me how to get started with developing a dashlet? I am new to development.

  6. #6
    rafael.q.g@hotmail.com's Avatar
    rafael.q.g@hotmail.com is offline Sugar Community Member
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    Default Re: How to display pipeline by users?

    Once you are a developer, maybe you can develop this "report" in a free php page accessing sugar database, and as soon you get the expected result you can click in some "add dashlet" button on sugar home and config it to display a URL, then you include the url of your custom page, and the dashlet is ready.
    Rafael Queiroz Gonçalves
    Advanced OMG UML Certified Professional
    Sun Certified Enterprise Architect for the Java Platform
    Sun Certified Programmer for the Java 2 Platform
    IBM Certified Advanced Application Developer - Lotus Notes and Domino
    IBM Certified Application Developer - IBM WebSphere Portlet Factory
    Computer Science Mastering / UFSC - PPGCC

  7. #7
    christianknoll's Avatar
    christianknoll is offline Sugar Community Member
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    Default Re: How to display pipeline by users?

    The KINAMU Reporter is an add in that runs completely integrated in SugarCRM.

    christian.

    Quote Originally Posted by nidhishah View Post
    Is KINAMU a separate application or it will be integrated into Sugar as an Add-in?
    Could you please guide me how to get started with developing a dashlet? I am new to development.

  8. #8
    christianknoll's Avatar
    christianknoll is offline Sugar Community Member
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    Default Re: How to display pipeline by users?

    In an effort to start a knowledge base on Reporting I have added a brief document that shows how to do this in the KINAMU Reporter. You can find that document here.

    christian

    Quote Originally Posted by nidhishah View Post
    On my homepage of Dashboard, I have a pipeline which is displayed by sales stage. And on my sales dashboard page, only my pipeline is displayed.
    I want to compare my pipeline and my coworker's pipeline in only one chart. How can I do it? Is there a way to display pipeline of two users at the same time?
    I am using 5.2 version.

    I am not getting any response in 'general discussion' section so I posted this here hoping I get my answer.

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