For this one, we’ll start with the Deals module and create a chart for Expected Revenue by Account Industry report.
The second report we create uses a custom module we built in another course, Service Reviews. It is a module containing all the reviews customers submit, rating different aspects of Affluence Financial’s services.
Because each of those look up to a Deal record, we can build a chart using data from Service Reviews and Deals. OR, we could take the lookup one step further and also include Account-level information in the chart.
