Incomplete Actions this Month – Bar Chart
Keeping track of what you haven't done can be as important as keeping track of what you have - so showing incomplete actions on your dashboard can be a great way setting reminders, prompting updates and be prepared for what comes next.
To get this –
I need to do this –
Create New Metric;
- Title – Incomplete Actions
- Description – Incomplete Actions, with action start date and action user. Includes a filter for action status = incomplete.
- Record Type -
- Date Field – Actions – Start date
- Aggregate Type – Count
- User Field - Action - Users
- Permissions - Actions
- Filter – Action Status is Incomplete
Then add a new Widget –
- Click + Add Widget
- Chart Type – Bar Chart
- Record Type – Actions
- Metric – Incomplete Actions
- Group by – Date - Day/Month/Year
- Second Group by – Other – Actions – Action Type
- Date Filter – This Month.
- User Filter – Select User Name.
- Set Title – Incomplete Actions.
- Chart Direction – Vertical