- Choose the Explore "Sales & Pipeline"
- Add Measure: "Sales Value (Net)"
- Add Dimensions:
- "Company name"
- Choose Product or Product Category
- Click "Pivot"
- "Company name"
- Add Totals
- Add Conditional Formatting
Extra
- Add Styling in the Visualisation 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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