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