How to Create a Doughnut Chart to View Campaign Leads

hOW TO 1 300x225 How to Create a Doughnut Chart to View Campaign Leads

In today’s blog, we are going to demonstrate how to create a doughnut chart in the Sales Hub that shows what types of campaigns produce the most leads.

Add Campaign Source to the Campaign View

1. Navigate to the Campaign Leads View.

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2. Click on View in the Command bar (it might be under the (…) more commands menu)

3. Click on Add Columns. In the Record Type drop-down select Source Campaign (Campaign). Click the checkbox to the left of Campaign Type. Click OK. Click Save and Close.

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Creating a Doughnut Chart

1. Navigate to Settings > Customizations > Customize the System.

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2. Navigate to the Lead entity, click on Charts and click on New.

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3. Click on Doughnut for the chart type, select the Campaign Leads View. Type in a name your view in the field with the “Enter chart name here” default text. (For example, “Number of Leads by Campaign Type”).

  • Check the box to the left of Legend Entities Series select Name and Count:All.
  • Under Horizontal (Category) Axis Label, select “Campaign Type (Source Campaign)”.
  • Click Save and Close.
  • Click Publish All Customizations.

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4. Navigate to the Leads section of Sales Hub. Select the Campaign Leads view. Click on Show Chart.

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5. In the chart view, select the Number of Leads by Campaign Type (or whatever you named your view). You can expand the chart by clicking the box on the corner.

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There you have it! For more information on customizing charts see The CRM Book or our blog.

Happy Dynamics 365’ing!

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