Add new chart to the HUB for Top Opportunities by Customer

General Description

Add a chart following the same layout as the “Quick Notes by Customer (Top 10)” or "Activities by Customer (Top 10)" charts but showing “Opportunities by Customer (Top 10)”. Include the same drill down functionality so that clicking on any of the bars will take the user to the selected Account focused on the Opportunities Tab.

Current Functinality

The CRM includes a chart to highlight the ten CRM Account recods onto which users have entered the most notes. This information is found on both the Sales and Company View hub options and can be located at the bottom of each screen:

Users can select to display either notes or all activiites, as well as filter for only specific record types, from the gear icon:

Clicking on each bar in the chart will take the user to the specific Account record within the CRM showing the Activities tab automatically. For more information about the Magaya CRM Hub options, please visit Magaya CRM: Hub Views in the Magaya Knowledge Base.

Future Functionality

Include an option within the gear settings to display Opportunities. Modify the displayed chart to summarize total Opportunities by Account and show the same kind of bar chart. The chart should be titled "Opportunities by Customer (Top 10)" and show the top 10 accounts within the cusomters CRM that have the most Opportunity records. Clicking on the chart should take the user to the Account with the Opportunty tab displayed.