Tyring to build Sales Projections

[dverity]

Is there a way to use the fields in our Accounts to build table, chart, or graph that would show projected profits and adoptions? Our company religiously uses the Sugar CRM so all the information is in here and I know I can build reports to then put then in an excel sheet, but I am wondering if it is something that I can actually keep in Sugar and maybe make a Dashlet.

[sugarcane]

Hello,

what version of Sugar are you using? If you are using Pro or Ent, then you can create a graph within the reports module, which can be placed on the home page.

if you are using CE, then you can either make use of a reporting plugin, or custom graphs or reports could also be created which could be placed as dashlets on the home page. If this is something you are interested in discussing further, please feel free to contact Ray Stoeckicht at rays@intelestream.net or 888-435-2221.