Advanced Topics

Breadwinner Account Charts

4min

Please follow the steps below to add the Breadwinner Account Charts to the Account Page.

  • Open the Account Record and click on the Gear icon on the right side of the screen.
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  • Select “Edit Page”.
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  • From the left side panel of Components, drag the Breadwinner Account Charts Ribbon from the “Custom Managed” dropdown to the Account page.
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  • Click on “Activation” and choose the Org default based on the requirement.
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  • Save the changes.
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Note: If Custom Fiscals years are enabled, we are not supporting them in the Breadwinner Account Charts.

Updated 21 May 2024
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