Hello,
I am evaluating Zoho, trying to create what I consider an extremely basic graphical representation of future sales. I can't seem to figure out how to do it, and the WebChat assistant told me it can't be done. This is hard to believe.
The sample setup: Let's say I have 20 opportunities predicted to close over the next 12 months, ("potentials" in Zoho terms), and I want to see the revenue of those summed in a bar chart on a month by month basis. I'd like the view to always be 12 months from the current day.
How can this be done with Zoho?
Thanks in advance.