Lightning Pages

Bookings stacked by region

Twelve months of closed won bookings, every column stacked by region, drawn live from the opportunities on one tab of the Sales app. Same data as the revenue pivot, so the two always agree.

Chart
dcChart
center
The scenario

The Bookings tab of Sales opens on one chart: twelve columns, one per month, each stacked by region in the ocean palette. Hover a segment and the tooltip gives the month, the region and the amount in dollars, no decimals. It reads the opportunities directly, like the revenue cube next door.

The configuration
  • chartType: stacked-column, palette: ocean: one column per month, one color per region.
  • itemsSObjectMapping.bars on CloseDate with group: month, displayFullMonthLabel: true: January to December, spelled out.
  • itemsSObjectMapping.barLength on Amount, measures: sum, formatStylePreset: $#,###: dollars, no decimals, in every tooltip.
  • itemsSObjectMapping.barSegments on the region field, query filtered on Closed Won and this fiscal year: the stack, and only won deals.
Step by step

The settings above are the ones that matter. The tutorial has the whole build: the objects and sample data behind the screen, every step in order, and what to check once it runs.

Open the tutorial
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