Teach Those Old Dashboards of Yours a New Trick - Story From: CRM FYI
Today I discovered a quick little tweak that can make your dashboards make more sense. It’s really simple, yet makes a big impact on reading the data.
When you see dashboard tables with “Record Count” on them, it’s not completely intuitive what kind of records you’re talking about. I found a simple way to relabel that dashboard component with the real label of what it is like Accounts, Contacts, Quotes Generated or whatever your data.
This simple tweak uses the Custom Summary Formulas available in the Report Builder tool to give you the same data as a Record Count would, but it’s with your label.
In the video, I show how you can relabel a dashboard table from Record Count to Contacts. This can be particularly useful when creating new tables with more than two columns and when you create Combination Charts with a line of other data. The Record Count label can be changed to be much more specific which makes your chart more readable.
Try it out and enjoy.
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