Pie chart showing deals where date > 1 year

Smart CRM & Sales Hub Dashboards & Reporting
1

I have deal, with a date property when someone completes their mandatory annual training.

How can I show a pie chart showing all people (filtered) where that date > 12 months ago, vs everyone else.

I have the date field. I also have a calculated time_since property which shows how many days since the date.

BUT, I can’t create a calculation field that checks if days_since > 1year, because it won’t allow to reference the calculated property.

Any ideas? Thank you!

2

Hi @_Louis_,

This is easiest done with a formula field: Create formula fields in the custom report builder

Create a formula field that uses an if statement and returns either “This year” or “Before this year”, for example, based on the date property.

You can then breakdown your pie chart by this new formula field.

There are other solutions (workflows, custom properties, calculation properties) but they’re more involved and require more steps. A formula field is the leanest and fastest option.

Best regards

3

Thank you - and thanks for the beta!!