Name of Feature/Request: Sales Order Status Widget
What financial, time savings, or quality of life improvements will occur from this: Customer/Tenant wants to create a widget for the company dashboard similar to the “Sales Order” example below. He wants to use the data from a Sales Order Report, custom created using the “This Year” filter, to display Sales Order dollar totals, with the # of Sales Orders in a box beneath the Months/Dollar Amounts graph, as shown below.Things to Consider: 1) Information is available in a detailed list as shown in screen shots below. Customer wants easily accessible (widget on the dashboard), visually easily understandable, graph/chart to display on the company dashboard with a link in the box showing the Sales Order # total that will allow navigation to the detailed list.in Original Description belowSuggested Alternative Solutions: Original Description:We are trying to add a widget on a dashboard that shows the value of orders with a certain status. We are able to achieve the correct data set using the filters on the Sales Order Status report, but when adding the widget for Sales Orders and choosing that report’s filter set, it only shows a list of orders. We need the financial portion and want to aggregate the info into months (with a total for the year).
Should look something like this ideally. More months would be added depending on the date range.
Attempted Solutions So Far: Using Report Builder to create Custom Sales Order report with “This Year” filter.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Sales Order pre-provided report. Custom Sales Order report to use “This Year” filter.
StrivenID: 2880146