Build a custom report

आप क्या सीखेंगे

Pick the data

Click New report on a dashboard and choose a data source, such as opportunity records. Stage history and comments are there too. The preview updates as you go.

Group and filter

Add a field to group by, such as Source, then add a filter, for example Stage is none of Won and Lost, so only open deals count.

Chart and save

Under Visualization, pick a chart; ones that don't fit the data are greyed out. Name the report and save it as a card you can edit from its menu.