Account 360
A record page that shows everything about one account at a glance. A header with the account’s logo, four figures worked out in Dataverse, and tabs that bring together a form, charts, a SubGrid of contacts as cards, a grouped SubGrid of opportunities with totals, and a FileGrid of the account’s documents — all from the components on this site.
Schmeler and Sons
The figures across the top come from two aggregate FetchXML queries: open pipeline, won revenue and win rate from the account’s opportunities, and a count of its contacts. Open each tab: the charts and the form, the contacts as cards the page draws itself, the opportunities in three views — open, closed, and all of them grouped by status — with totals, and the documents to preview and download.