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hi im brian hayes im a salesforce consultant with rodip were an official salesforce partner and we help small businesses automate their processes in this video im going to show you how to add a report chart to a record page in salesforce so here are the two most common reasons i find for using a report chart on a record the first is to give you a quick summary of complex information the other reason is to reinforce the priorities of the business or the organization so for example if you have a chart on an account record that shows you opportunity pipeline then its pretty clear that opportunities are important to the business similarly you could have a chart that shows the amount of time it takes to close a case for that particular account or maybe its the amount of donations that youve received from that particular person having a chart like that is a visual representation of data but its also showing you something thats important to the organization so lets add a chart to t
