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How to build a cross sales dashboard

Permission needed:
All users
Available in add-on:
Insights
Available in add-on:
Cross Sales

  1. Choose the Explore "Sales & Pipeline"

  2. Add Measure: "Sales Value (Net)"



  3. Add Dimensions:
    1. "Company name"



    2. Choose Product or Product Category



    3. Click "Pivot"

  4. Add Totals

  5. 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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