How to build a cross sales dashboard – Upsales Help Center

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All users

Avaliable as add-on:

Insights

Choose the Explore "Sales & Pipeline"
Add Measure: "Sales Value (Net)"
Add Dimensions:
1. "Company name"
2. Choose Product or Product Category
3. Click "Pivot"
Add Totals
Add Conditional Formatting

Extra

Add Styling in the Visualization tab
Refine by time period
Add a dashboard filter to refine by sales rep, roles, account manager etc
Green cells equal sold product in the given time period
Grey cells mean we have not sold the product in the given time period
Orange cells mean we have not sold the product in the given time period but we do have an opportunity to do so

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