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| Power BI File Name: Regional Sales.pbix |
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| Power BI File Name: Regional Sales.pbix |
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Table of Contents
| Count | |
|---|---|
| Pages # | 11 |
| Visuals # | 937 |
| Tables # | 10 |
| Columns # | 69 |
| Measures # | 15 |
| Data Source Connection | Source |
|---|---|
| https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx | Excel.Workbook |
| Table Name | Origin Type | Source | Connection Name |
|---|---|---|---|
| Accounts | Imported (Power Query) | Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true) | Excel.Workbook |
| Industries | Imported (Power Query) | Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true) | Excel.Workbook |
| Opportunities | Imported (Power Query) | Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true) | Excel.Workbook |
| Owners | Imported (Power Query) | Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true) | Excel.Workbook |
| Products | Imported (Power Query) | Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true) | Excel.Workbook |
| Opportunity Forecast Adjustment | Calculated (DAX) | GENERATESERIES(-80, 20, 10) | |
| Opportunity Calendar | Calculated (DAX) |
VAR StartDate =
DATE ( YEAR ( MIN ( Opportunities[CloseDate] ) ), 1, 1 )
VAR EndDate =
DATE ( YEAR (
IF (
ISBLANK ( MAX ( Opportunities[CloseDate] ) ),
TODAY (),
MAX ( Opportunities[CloseDate] )
)
), 12, 31 )
VAR BASECALENDAR =
CALENDAR ( StartDate, EndDate )
RETURN
GENERATE (
BASECALENDAR,
VAR DateSequence = DATEDIFF ( StartDate, [DATE], DAY ) + 1
VAR BASEDATE = [DATE]
VAR YEARDATE = YEAR ( BASEDATE )
VAR MONTHNUMBER = MONTH ( BASEDATE )
VAR MONTHNAME = FORMAT ( BASEDATE, "MMMM" )
VAR YEARMONTHNAME = FORMAT ( BASEDATE, "MMM YYYY" )
VAR YEARMONTHNUMBER = YEARDATE * 12 + ( MONTHNUMBER - 1 )
VAR YEARWEEK = YEARDATE & "-W" & RIGHT ( "0" & WEEKNUM ( BASEDATE ), 2 )
VAR DayNumberOfWeek = WEEKDAY ( [Date] )
VAR StartOfWeek = [Date] - ( 1 * DayNumberOfWeek )
VAR StartOfRelativeWeek = [Date] - WEEKDAY ( [Date] ) + 1
VAR StartOfCurrentWeek = TODAY () - WEEKDAY ( TODAY () ) + 1
var RelativeMonth = DATEDIFF(TODAY(),[Date],MONTH)
VAR RelativeWeek = ( StartOfRelativeWeek - StartOfCurrentWeek ) / 7
var RelativeDay = BASEDATE - TODAY()
var Relative7DayPeriod = ROUNDDOWN(([Date] - TODAY())/7,0) + IF([Date] | |
| Contacts | Imported (Power Query) | Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true) | Excel.Workbook |
| Territories | Imported (Power Query) | Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true) | Excel.Workbook |
| Campaigns | Imported (Power Query) | Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true) | Excel.Workbook |
| Table Name | Formula | Is Hidden? | Is Used? |
|---|---|---|---|
| Opportunity Forecast Adjustment | GENERATESERIES(-80, 20, 10) | Yes | Yes |
| Opportunity Calendar |
VAR StartDate =
DATE ( YEAR ( MIN ( Opportunities[CloseDate] ) ), 1, 1 )
VAR EndDate =
DATE ( YEAR (
IF (
ISBLANK ( MAX ( Opportunities[CloseDate] ) ),
TODAY (),
MAX ( Opportunities[CloseDate] )
)
), 12, 31 )
VAR BASECALENDAR =
CALENDAR ( StartDate, EndDate )
RETURN
GENERATE (
BASECALENDAR,
VAR DateSequence = DATEDIFF ( StartDate, [DATE], DAY ) + 1
VAR BASEDATE = [DATE]
VAR YEARDATE = YEAR ( BASEDATE )
VAR MONTHNUMBER = MONTH ( BASEDATE )
VAR MONTHNAME = FORMAT ( BASEDATE, "MMMM" )
VAR YEARMONTHNAME = FORMAT ( BASEDATE, "MMM YYYY" )
VAR YEARMONTHNUMBER = YEARDATE * 12 + ( MONTHNUMBER - 1 )
VAR YEARWEEK = YEARDATE & "-W" & RIGHT ( "0" & WEEKNUM ( BASEDATE ), 2 )
VAR DayNumberOfWeek = WEEKDAY ( [Date] )
VAR StartOfWeek = [Date] - ( 1 * DayNumberOfWeek )
VAR StartOfRelativeWeek = [Date] - WEEKDAY ( [Date] ) + 1
VAR StartOfCurrentWeek = TODAY () - WEEKDAY ( TODAY () ) + 1
var RelativeMonth = DATEDIFF(TODAY(),[Date],MONTH)
VAR RelativeWeek = ( StartOfRelativeWeek - StartOfCurrentWeek ) / 7
var RelativeDay = BASEDATE - TODAY()
var Relative7DayPeriod = ROUNDDOWN(([Date] - TODAY())/7,0) + IF([Date] | No | Yes |
| Table Name | Power Query | Hidden Table? |
|---|---|---|
| Accounts | | No |
| Industries | | No |
| Opportunities | | No |
| Owners | | No |
| Products | | No |
| Opportunity Forecast Adjustment | | Yes |
| Opportunity Calendar | | No |
| Contacts | | No |
| Territories | | No |
| Campaigns | | No |
Data Model Diagram
| From Table | From Field | To Table | To Field | Cardinality | Cross Filter Direction | Active |
|---|---|---|---|---|---|---|
| Accounts | IndustrySeq | Industries | IndustrySeq | Many-to-One | Single | Active |
| Accounts | TerritorySeq | Territories | TerritorySeq | Many-to-One | Single | Active |
| Contacts | AccountSeq | Accounts | AccountSeq | Many-to-One | Single | Active |
| Opportunities | AccountSeq | Accounts | AccountSeq | Many-to-One | Single | Active |
| Opportunities | ProductSeq | Products | ProductSeq | Many-to-One | Single | Active |
| Opportunities | SystemUserSeq | Owners | SystemUserSeq | Many-to-One | Single | Active |
| Opportunities | CampaignSeq | Campaigns | CampaignSeq | Many-to-One | Single | Active |
| Opportunities | CloseDate | Opportunity Calendar | Date | Many-to-One | Single | Active |
| Table Name | Field Name | Data Type | Default Aggregation | Field Is Used | Hierarchy | Hidden? | Storage Mode | ||
|---|---|---|---|---|---|---|---|---|---|
| Accounts | Account Name | Text | Do Not Summarize | Yes | Street Hierarchy | No | Import | ||
| Accounts | State or Province | Text | Do Not Summarize | Yes | Street Hierarchy | No | Import | ||
| Accounts | Country | Text | Do Not Summarize | No | Street Hierarchy | No | Import | ||
| Accounts | AccountID | Text | Do Not Summarize | No | Yes | Import | |||
| Accounts | AccountSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Accounts | IndustrySeq | Whole Number | Do Not Summarize | Yes | Yes | Import | |||
| Accounts | AccountOwnerSeq | Whole Number | Sum | No | Yes | Import | |||
| Accounts | Account Number | Text | Do Not Summarize | No | No | Import | |||
| Accounts | TerritorySeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Industries | Industry | Text | Do Not Summarize | Yes | No | Import | |||
| Industries | IndustrySeq | Whole Number | Do Not Summarize | Yes | Yes | Import | |||
| Opportunities | Purchase Process | Text | Do Not Summarize | Yes | No | Import | |||
| Opportunities | Decision Maker Identified | True/False | Do Not Summarize | Yes | No | Import | |||
| Opportunities | Status | Text | Do Not Summarize | Yes | No | Import | |||
| Opportunities | Sales Stage | Text | Do Not Summarize | Yes | No | Import | |||
| Opportunities | Value | Whole Number | Sum | Yes | Yes | Import | |||
| Opportunities | Weeks Open | Whole Number | Average | Yes | No | Import | |||
| Opportunities | DaysToClose | Whole Number | Sum | Yes | No | Import | |||
| Opportunities | Discount | Decimal Number | Average | Yes | No | Import | |||
| Opportunities | Probability | Decimal Number | Average | No | No | Import | |||
| Opportunities | Rating | Text | Do Not Summarize | Yes | No | Import | |||
| Opportunities | Days Remaining In Pipeline | Whole Number | Average | Yes | No | Import | |||
| Opportunities | Probability (raw) | Decimal Number | Average | No | Yes | Import | |||
| Opportunities | AccountSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Opportunities | OpportunitySeq | Whole Number | Sum | Yes | Yes | Import | |||
| Opportunities | ProductSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Opportunities | SystemUserSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Opportunities | CampaignSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Opportunities | Blank | Whole Number | Sum | Yes | No | Import | |||
| Opportunities | DateDiff-Days | Whole Number | Sum | No | Yes | Import | |||
| Opportunities | Opportunity Created On | Date/Time | Do Not Summarize | Yes | No | Import | |||
| Opportunities | CloseDate | Date/Time | Do Not Summarize | Yes | No | Import | |||
| Opportunities | Days Remaining In Pipeline (bins) | Whole Number | Do Not Summarize | No | No | Import | |||
| Owners | Owner | Text | Do Not Summarize | Yes | No | Import | |||
| Owners | Manager | Text | Do Not Summarize | Yes | No | Import | |||
| Owners | SystemUserSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Owners | systemuserid | Text | Do Not Summarize | Yes | Yes | Import | |||
| Products | Product | Text | Do Not Summarize | Yes | No | Import | |||
| Products | ProductSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Products | Product Category | Text | Do Not Summarize | Yes | No | Import | |||
| Opportunity Forecast Adjustment | Forecast Adjustment | Whole Number | Do Not Summarize | Yes | Yes | Import | |||
| Opportunity Forecast Adjustment | Blank | Whole Number | Sum | Yes | Yes | Import | |||
| Opportunity Calendar | Date | Date/Time | Do Not Summarize | Yes | No | Import | |||
| Opportunity Calendar | DAY | Date/Time | Do Not Summarize | No | Yes | Import | |||
| Opportunity Calendar | DaySeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Opportunity Calendar | YEAR | Whole Number | Do Not Summarize | No | No | Import | |||
| Opportunity Calendar | MONTH NUMBER | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Opportunity Calendar | MONTH | Text | Do Not Summarize | No | No | Import | |||
| Opportunity Calendar | YEAR MONTH NUMBER | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Opportunity Calendar | YEAR MONTH | Text | Do Not Summarize | Yes | No | Import | |||
| Opportunity Calendar | YEAR WEEK | Text | Do Not Summarize | No | No | Import | |||
| Opportunity Calendar | WEEK | Date/Time | Do Not Summarize | No | No | Import | |||
| Opportunity Calendar | RELATIVE WEEK | Decimal Number | Do Not Summarize | No | No | Import | |||
| Opportunity Calendar | RELATIVE DAY | Date/Time | Do Not Summarize | No | No | Import | |||
| Opportunity Calendar | RELATIVE 07 DAY PERIOD | Decimal Number | Do Not Summarize | No | No | Import | |||
| Opportunity Calendar | RELATIVE 30 DAY PERIOD | Decimal Number | Do Not Summarize | Yes | No | Import | |||
| Opportunity Calendar | RELATIVE MONTH | Whole Number | Do Not Summarize | Yes | No | Import | |||
| Contacts | Contact | Text | Do Not Summarize | No | No | Import | |||
| Contacts | Job Title | Text | Do Not Summarize | No | No | Import | |||
| Contacts | ContactSeq | Whole Number | Sum | No | Yes | Import | |||
| Contacts | AccountSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Territories | Region | Text | Do Not Summarize | Yes | No | Import | |||
| Territories | Territory | Text | Do Not Summarize | Yes | No | Import | |||
| Territories | Country | Text | Do Not Summarize | No | Yes | Import | |||
| Territories | TerritorySeq | Text | Do Not Summarize | No | Yes | Import | |||
| Territories | State Or Province | Text | Do Not Summarize | No | No | Import | |||
| Campaigns | CampaignSeq | Whole Number | Do Not Summarize | No | Yes | Import | |||
| Campaigns | Campaign Type | Text | Do Not Summarize | Yes | No | Import | |||
| Campaigns | Campaign | Text | Do Not Summarize | Yes | No | Import |
| Table Name | Column Name | Data Type | Expression | Is Used | Hidden? |
|---|---|---|---|---|---|
| Opportunities | Weeks Open | Whole Number | | Yes | No |
| Opportunities | Days Remaining In Pipeline | Whole Number | | Yes | No |
| Opportunities | Blank | Whole Number | | Yes | No |
| Opportunities | Days Remaining In Pipeline (bins) | Whole Number | | No | No |
| Opportunity Forecast Adjustment | Blank | Whole Number | | Yes | Yes |
| Measure | Depends On (immediate) | Used By (immediate) | Indirect Dependencies |
|---|---|---|---|
| Revenue Won | Value (CALCULATE( SUMX(Opportunities, Opportunities), Status (), FILTER(Opportunities, Opportunities) | Forecast %, Forecast, Revenue Won Average Deal Size, Rev Goal | |
| Revenue In Pipeline | Forecast Adjustment Value, Value (VAR Revenue = CALCULATE ( SUMX ( Opportunities, Opportunities), Status (), FILTER ( Opportunities, Opportunities), Sales Stage (= "Open" && VALUE(LEFT(Opportunities) | Forecast %, Forecast | Forecast Adjustment Value |
| Forecast % | Revenue Won, Revenue In Pipeline, Rev Goal | Rev Goal, Revenue Won, Revenue In Pipeline, Forecast Adjustment Value | |
| Forecast | Revenue Won, Revenue In Pipeline | Revenue In Pipeline, Forecast Adjustment Value, Revenue Won | |
| Opportunity Count In Pipeline | Value (CALCULATE ( COUNT( Opportunities), Status (), FILTER ( Opportunities, Opportunities) | ||
| Opportunity Count | |||
| Count of Won | Status (COUNTAX( FILTER( KEEPFILTERS(Opportunities),Opportunities), OpportunitySeq (= "Won" ), Opportunities) | Close % | |
| Count of Lost | Status (COUNTAX( FILTER( KEEPFILTERS(Opportunities),Opportunities), OpportunitySeq (= "Lost" ), Opportunities) | Close % | |
| Close % | Count of Won, Count of Lost | Forecast by Win/Loss Ratio | Count of Lost, Count of Won |
| Revenue Open | Forecast Adjustment Value, Value (VAR Revenue = CALCULATE ( SUMX ( Opportunities, Opportunities), Status (), FILTER ( Opportunities, Opportunities) | Forecast by Win/Loss Ratio | Forecast Adjustment Value |
| Revenue Won Average Deal Size | Revenue Won | Revenue Won | |
| Forecast by Win/Loss Ratio | Close %, Revenue Open | Revenue Open, Forecast Adjustment Value, Close %, Count of Lost, Count of Won | |
| Rev Goal | Revenue Won, Value (VAR RevenueInPipeline = CALCULATE ( SUMX ( Opportunities, Opportunities), Status (), FILTER ( Opportunities, Opportunities), Sales Stage (= "Open" && VALUE(LEFT(Opportunities) | Forecast % | Revenue Won |
| Forecast Adjustment Value | Forecast Adjustment (Opportunity Forecast Adjustment) | Revenue In Pipeline, Revenue Open, Fcst adj slicer alt text | |
| Fcst adj slicer alt text | Forecast Adjustment Value | Forecast Adjustment Value |
| Table Name | Measure Name | Expression | Is Used | ||
|---|---|---|---|---|---|
| Opportunities | Revenue Won | | Yes | ||
| Opportunities | Revenue In Pipeline | | Yes | ||
| Opportunities | Forecast % | | Yes | ||
| Opportunities | Forecast | | No | ||
| Opportunities | Opportunity Count In Pipeline | | Yes | ||
| Opportunities | Opportunity Count | | Yes | ||
| Opportunities | Count of Won | | Yes | ||
| Opportunities | Count of Lost | | Yes | ||
| Opportunities | Close % | | Yes | ||
| Opportunities | Revenue Open | | Yes | ||
| Opportunities | Revenue Won Average Deal Size | | Yes | ||
| Opportunities | Forecast by Win/Loss Ratio | | Yes | ||
| Owners | Rev Goal | | Yes | ||
| Opportunity forecast adjustment | Forecast Adjustment Value | | Yes | ||
| Opportunity forecast adjustment | Fcst adj slicer alt text | | No |
| Role Name | Model Permission | Table Name | Filter (DAX Rule) |
|---|---|---|---|
| Region Manager | Read | Territories | |
| Table Name | Hierarchy Name | Drill Path (Levels) | Levels |
|---|---|---|---|
| Accounts | Street Hierarchy | Account Name > State or Province > Country | 3 |
| Parameter | Range | Step | # Values | Default | Value Measure | Controls (Measures it Drives) |
|---|---|---|---|---|---|---|
| Forecast Adjustment | -80 to 20 | 10 | 11 | 0 | Forecast Adjustment Value | Revenue In Pipeline, Revenue Open, Fcst adj slicer alt text |
| Page | Visual Name | Applies To | Basis | Field | Rule / Logic | Plain Meaning |
|---|---|---|---|---|---|---|
| Sales Overview | Forecast Adjustment | Alt Text | Measure (DAX) | Fcst adj slicer alt text | | Alt Text is driven by measure Fcst adj slicer alt text |
| Sales Overview | Forecast by Location | Data Point Fill | Color scale | Revenue Won | | Data Point Fill uses a color scale over Revenue Won |
| Sales Overview | Forecast by Territory | Data Bars | Data bars | Opportunities.Revenue In Pipeline | | Opportunities.Revenue In Pipeline shown with in-cell data bars |
| Sales Overview | Forecast by Territory | Data Bars | Data bars | Opportunities.Revenue Won | | Opportunities.Revenue Won shown with in-cell data bars |
| Sales Overview | Revenue and forecast by Product | Data Bars | Data bars | Opportunities.Revenue Won | | Opportunities.Revenue Won shown with in-cell data bars |
| Sales Overview | Revenue and forecast by Product | Data Bars | Data bars | Opportunities.Revenue In Pipeline | | Opportunities.Revenue In Pipeline shown with in-cell data bars |
| Win/Loss Ratio Overview | Win/Loss Ratio by Opportunity Owner | Data Bars | Data bars | Opportunities.Revenue Open | | Opportunities.Revenue Open shown with in-cell data bars |
| Win/Loss Ratio Overview | Win/Loss Ratio by Opportunity Owner | Data Bars | Data bars | Opportunities.Forecast by Win/Loss Ratio | | Opportunities.Forecast by Win/Loss Ratio shown with in-cell data bars |
| Win/Loss Ratio Overview | Revenue and forecast by Product | Data Bars | Data bars | Opportunities.Revenue Won | | Opportunities.Revenue Won shown with in-cell data bars |
| Win/Loss Ratio Overview | Revenue and forecast by Product | Data Bars | Data bars | Opportunities.Revenue In Pipeline | | Opportunities.Revenue In Pipeline shown with in-cell data bars |
| Win/Loss Ratio Overview | Closing Percentage by Month | Data Point Fill | Color scale | Revenue Won | | Data Point Fill uses a color scale over Revenue Won |
| Win/Loss Ratio Overview | Closing Percentages | Data Point Fill | Color scale | Close % | | Data Point Fill uses a color scale over Close % |
| Win/Loss Ratio Overview | Closing Percentages | Data Point Fill | Color scale | Close % | | Data Point Fill uses a color scale over Close % |
| Industries Overview | Revenue and forecast by Product | Data Bars | Data bars | Opportunities.Revenue Won | | Opportunities.Revenue Won shown with in-cell data bars |
| Industries Overview | Revenue and forecast by Product | Data Bars | Data bars | Opportunities.Revenue In Pipeline | | Opportunities.Revenue In Pipeline shown with in-cell data bars |
| Industries Overview | Sales by Industry | Data Bars | Data bars | Opportunities.Revenue Won | | Opportunities.Revenue Won shown with in-cell data bars |
| Industries Overview | Sales by Industry | Data Bars | Data bars | Opportunities.Revenue In Pipeline | | Opportunities.Revenue In Pipeline shown with in-cell data bars |
| Industries Overview | Top Accounts | Data Bars | Data bars | Opportunities.Revenue In Pipeline | | Opportunities.Revenue In Pipeline shown with in-cell data bars |
| Industries Overview | Top Accounts | Data Bars | Data bars | Opportunities.Revenue Won | | Opportunities.Revenue Won shown with in-cell data bars |
| Pipeline Trends | Revenue Open by Product Category and Territory | Data Point Fill | Color scale | Revenue In Pipeline | | Data Point Fill uses a color scale over Revenue In Pipeline |
| Trend Analytics | Close % by YEAR MONTH | Data Point Fill | Color scale | Revenue In Pipeline | | Data Point Fill uses a color scale over Revenue In Pipeline |
| Trend Analytics | Revenue Won by YEAR MONTH | Data Point Fill | Color scale | Revenue In Pipeline | | Data Point Fill uses a color scale over Revenue In Pipeline |
| Win/Loss Ratio Insights | Close % by Product Category | Data Point Fill | Color scale | Close % | | Data Point Fill uses a color scale over Close % |
Data Transformations
| Table Name: Accounts |
| Applied step 1: Source |
Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true)| Applied step 2: Navigation |
Source{[Item="AccountTbl",Kind="Table"]}[Data]| Applied step 3: Changed Type |
Table.TransformColumnTypes(AccountTbl_Table,{{"AccountSeq", Int64.Type}})| Applied step 4: Removed Columns |
Table.RemoveColumns(#"Changed Type",{"Distribution%", "DistributionAccumulation", "City"})| Applied step 5: Filtered Rows |
Table.SelectRows(#"Removed Columns", each [AccountSeq] <> null and [AccountSeq] <> "")| Applied step 6: Changed Type1 |
Table.TransformColumnTypes(#"Filtered Rows",{{"AccountSeq", Int64.Type}, {"AccountID", type text}, {"Account Number", type text}, {"Account Name", type text},{"State or Province", type text}, {"Country", type text}, {"TerritorySeq", Int64.Type}, {"AccountOwnerSeq", Int64.Type}, {"IndustrySeq", Int64.Type}})| Table Name: Industries |
| Applied step 1: Source |
Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true)| Applied step 2: Navigation |
Source{[Item="IndustryTbl",Kind="Table"]}[Data]| Applied step 3: Changed Type |
Table.TransformColumnTypes(IndustryTbl_Table,{{"IndustrySeq", Int64.Type}, {"Industry", type text}, {"Factor", Int64.Type}})| Applied step 4: Removed Columns |
Table.RemoveColumns(#"Changed Type",{"Factor"})| Table Name: Opportunities |
| Applied step 1: Source |
Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true)| Applied step 2: Navigation |
Source{[Item="OpportunityTbl",Kind="Table"]}[Data]| Applied step 3: Removed Other Columns |
Table.SelectColumns(OpportunityTbl_Table,{"OpportunitySeq", "DateDiff-Minutes", "DaysToClose", "SystemUserSeq", "AccountSeq", "ProductSeq", "CampaignSeq", "Purchase Process", "Decision Maker Identified", "Discount", "Value", "PipelineStep", "Probability (raw)", "Probability", "Rating", "Status"})| Applied step 4: Integer-Divided Column |
Table.TransformColumns(#"Removed Other Columns", {{"DateDiff-Minutes", each Number.IntegerDivide(_, 1440), Int64.Type}})| Applied step 5: Changed Type |
Table.TransformColumnTypes(#"Integer-Divided Column",{{"DaysToClose", Int64.Type}})| Applied step 6: Renamed Columns1 |
Table.RenameColumns(#"Changed Type",{{"DateDiff-Minutes", "DateDiff-Days"},{"PipelineStep", "Sales Stage"}})| Applied step 7: Added Custom |
Table.AddColumn(#"Renamed Columns1", "CreatedonDateUTC", each Date.AddDays(DateTimeZone.UtcNow(),[#"DateDiff-Days"]))| Applied step 8: Added Custom2 |
Table.AddColumn(#"Added Custom", "CloseDateUTC", each Date.AddDays([CreatedonDateUTC],[#"DaysToClose"]))| Applied step 9: Renamed Columns |
Table.RenameColumns(#"Added Custom2",{{"CreatedonDateUTC", "Opportunity Created On"}, {"CloseDateUTC", "CloseDate"}})| Applied step 10: Changed Type1 |
Table.TransformColumnTypes(#"Renamed Columns",{{"CloseDate", type date}, {"Opportunity Created On", type date}, {"OpportunitySeq", Int64.Type}, {"DateDiff-Days", Int64.Type}, {"DaysToClose", Int64.Type}, {"SystemUserSeq", Int64.Type}, {"AccountSeq", Int64.Type}, {"ProductSeq", Int64.Type}, {"CampaignSeq", Int64.Type}, {"Purchase Process", type text}, {"Decision Maker Identified", type logical}, {"Discount", type number}, {"Value", Int64.Type}, {"Sales Stage", type text}, {"Probability (raw)", type number}, {"Probability", type number}, {"Rating", type text}, {"Status", type text}})| Table Name: Owners |
| Applied step 1: Source |
Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true)| Applied step 2: Navigation |
Source{[Item="OwnerTbl",Kind="Table"]}[Data]| Applied step 3: Changed Type |
Table.TransformColumnTypes(OwnerTbl_Table,{{"Owner", type text}, {"Factor", Int64.Type}})| Applied step 4: Removed Columns |
Table.RemoveColumns(#"Changed Type",{"Factor", "ManagerSeq", "Manager Factor"})| Applied step 5: Changed Type1 |
Table.TransformColumnTypes(#"Removed Columns",{{"SystemUserSeq", Int64.Type}})| Table Name: Products |
| Applied step 1: Source |
Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true)| Applied step 2: Navigation |
Source{[Item="ProductTbl",Kind="Table"]}[Data]| Applied step 3: Removed Columns |
Table.RemoveColumns(ProductTbl_Table,{"Factor", "MinOppValue", "MaxOppValue", "Distribution%", "DistributionAccumulation", "CategoryFactor", "CategorySeq"})| Applied step 4: Filtered Rows |
Table.SelectRows(#"Removed Columns", each [ProductSeq] <> null and [ProductSeq] <> "")| Applied step 5: Changed Type |
Table.TransformColumnTypes(#"Filtered Rows",{{"ProductSeq", Int64.Type}, {"Product Category", type text}, {"Product", type text}})| Table Name: Opportunity Forecast Adjustment |
| Calculation Expression: |
GENERATESERIES(-80, 20, 10)| Table Name: Opportunity Calendar |
| Calculation Expression: |
VAR StartDate =
DATE ( YEAR ( MIN ( Opportunities[CloseDate] ) ), 1, 1 )
VAR EndDate =
DATE ( YEAR (
IF (
ISBLANK ( MAX ( Opportunities[CloseDate] ) ),
TODAY (),
MAX ( Opportunities[CloseDate] )
)
), 12, 31 )
VAR BASECALENDAR =
CALENDAR ( StartDate, EndDate )
RETURN
GENERATE (
BASECALENDAR,
VAR DateSequence = DATEDIFF ( StartDate, [DATE], DAY ) + 1
VAR BASEDATE = [DATE]
VAR YEARDATE = YEAR ( BASEDATE )
VAR MONTHNUMBER = MONTH ( BASEDATE )
VAR MONTHNAME = FORMAT ( BASEDATE, "MMMM" )
VAR YEARMONTHNAME = FORMAT ( BASEDATE, "MMM YYYY" )
VAR YEARMONTHNUMBER = YEARDATE * 12 + ( MONTHNUMBER - 1 )
VAR YEARWEEK = YEARDATE & "-W" & RIGHT ( "0" & WEEKNUM ( BASEDATE ), 2 )
VAR DayNumberOfWeek = WEEKDAY ( [Date] )
VAR StartOfWeek = [Date] - ( 1 * DayNumberOfWeek )
VAR StartOfRelativeWeek = [Date] - WEEKDAY ( [Date] ) + 1
VAR StartOfCurrentWeek = TODAY () - WEEKDAY ( TODAY () ) + 1
var RelativeMonth = DATEDIFF(TODAY(),[Date],MONTH)
VAR RelativeWeek = ( StartOfRelativeWeek - StartOfCurrentWeek ) / 7
var RelativeDay = BASEDATE - TODAY()
var Relative7DayPeriod = ROUNDDOWN(([Date] - TODAY())/7,0) + IF([Date]TODAY(),1,0)
RETURN
ROW (
"DAY", BASEDATE,
"DaySeq", DateSequence,
"YEAR", YEARDATE,
"MONTH NUMBER", MONTHNUMBER,
"MONTH", MONTHNAME,
"YEAR MONTH NUMBER", YEARMONTHNUMBER,
"YEAR MONTH", YEARMONTHNAME,
"YEAR WEEK", YEARWEEK,
"WEEK", StartOfWeek,
"RELATIVE MONTH", RelativeMonth,
"RELATIVE WEEK", RelativeWeek,
"RELATIVE DAY", RelativeDay,
"RELATIVE 07 DAY PERIOD", Relative7DayPeriod,
"RELATIVE 30 DAY PERIOD", Relative30DayPeriod
)
)| Table Name: Contacts |
| Applied step 1: Source |
Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true)| Applied step 2: Navigation |
Source{[Item="ContactTbl",Kind="Table"]}[Data]| Applied step 3: Changed Type |
Table.TransformColumnTypes(ContactTbl_Table,{{"ContactSeq", Int64.Type}, {"Contact", type text}, {"AccountSeq", Int64.Type}, {"Job Title", type text}})| Table Name: Territories |
| Applied step 1: Source |
Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true)| Applied step 2: Navigation |
Source{[Item="TerritoriesTbl",Kind="Table"]}[Data]| Applied step 3: Changed Type |
Table.TransformColumnTypes(TerritoriesTbl_Table,{{"Country", type text}, {"State Or Province", type text}, {"Region", type text}, {"Territory", type text}})| Applied step 4: Removed Columns |
Table.RemoveColumns(#"Changed Type",{"Factor", "ParentTerritorySeq", "ParentTerritoryFactor", "Distribution%", "DistributionAccumulation"})| Table Name: Campaigns |
| Applied step 1: Source |
Excel.Workbook(Web.Contents("https://microsoft-my.sharepoint.com/personal/misewell_microsoft_com/Documents/Documents/GitHub/ContosoBI/Contoso%20-%20Sales%20-%20Current%20Release/Contoso%20-%20Dynamics%20365%20Sales%20Source%20Data.xlsx"), null, true)| Applied step 2: Navigation |
Source{[Item="CampaignsTbl",Kind="Table"]}[Data]| Applied step 3: Changed Type |
Table.TransformColumnTypes(CampaignsTbl_Table,{{"CampaignSeq", Int64.Type}, {"Type", type text}, {"Name", type text}, {"Factor", Int64.Type}})| Applied step 4: Removed Columns |
Table.RemoveColumns(#"Changed Type",{"Factor", "Distribution%", "DistributionAccumulation"})| Applied step 5: Renamed Columns |
Table.RenameColumns(#"Removed Columns",{{"Type", "Campaign Type"}, {"Name", "Campaign"}})Regional Sales File Relationships
| Page Name | Visual Name | Visual Type |
|---|---|---|
| Sales Overview | Label - Mgr Forecast Override | Textbox |
| Sales Overview | Forecast Adjustment | Slicer |
| Sales Overview | Forecast Adjustment and Blank | Stacked Column Chart |
| Sales Overview | V 38 | Action Button |
| Sales Overview | V 39 | Action Button |
| Sales Overview | V 01 | Action Button |
| Sales Overview | V 26 | Action Button |
| Sales Overview | V 27 | Action Button |
| Sales Overview | V 28 | Action Button |
| Sales Overview | V 29 | Action Button |
| Sales Overview | V 30 | Action Button |
| Sales Overview | V 32 | Action Button |
| Sales Overview | V 33 | Action Button |
| Sales Overview | V 31 | Action Button |
| Sales Overview | V 34 | Action Button |
| Sales Overview | V 35 | Action Button |
| Sales Overview | V 36 | Action Button |
| Sales Overview | V 37 | Action Button |
| Sales Overview | V 25 | Action Button |
| Sales Overview | V 24 | Action Button |
| Sales Overview | V 23 | Action Button |
| Sales Overview | V 22 | Action Button |
| Sales Overview | V 21 | Action Button |
| Sales Overview | V 20 | Action Button |
| Sales Overview | V 19 | Action Button |
| Sales Overview | V 18 | Action Button |
| Sales Overview | V 17 | Action Button |
| Sales Overview | V 16 | Action Button |
| Sales Overview | V 15 | Action Button |
| Sales Overview | V 14 | Action Button |
| Sales Overview | V 13 | Action Button |
| Sales Overview | V 12 | Action Button |
| Sales Overview | V 11 | Action Button |
| Sales Overview | V 10 | Action Button |
| Sales Overview | V 09 | Action Button |
| Sales Overview | V 08 | Action Button |
| Sales Overview | V 07 | Action Button |
| Sales Overview | V 06 | Action Button |
| Sales Overview | V 05 | Action Button |
| Sales Overview | V 04 | Action Button |
| Sales Overview | V 03 | Action Button |
| Sales Overview | V 02 | Action Button |
| Sales Overview | H 14 | Action Button |
| Sales Overview | H 15 | Action Button |
| Sales Overview | H 16 | Action Button |
| Sales Overview | H 17 | Action Button |
| Sales Overview | H 18 | Action Button |
| Sales Overview | H 19 | Action Button |
| Sales Overview | H 13 | Action Button |
| Sales Overview | H 12 | Action Button |
| Sales Overview | H 11 | Action Button |
| Sales Overview | H 20 | Action Button |
| Sales Overview | H 10 | Action Button |
| Sales Overview | H 09 | Action Button |
| Sales Overview | H 08 | Action Button |
| Sales Overview | H 07 | Action Button |
| Sales Overview | H 06 | Action Button |
| Sales Overview | H 05 | Action Button |
| Sales Overview | H 04 | Action Button |
| Sales Overview | H 03 | Action Button |
| Sales Overview | H 02 | Action Button |
| Sales Overview | H 01 | Action Button |
| Sales Overview | Report Title | Textbox |
| Sales Overview | Company Name | Action Button |
| Sales Overview | Report Title Category | Textbox |
| Sales Overview | Btn - Overview | Action Button |
| Sales Overview | Btn - Trends | Action Button |
| Sales Overview | Btn - Insights | Action Button |
| Sales Overview | Horizontal Shape | Shape |
| Sales Overview | Horizontal Shape | Shape |
| Sales Overview | Horizontal Shape | Shape |
| Sales Overview | Horizontal Shape | Shape |
| Sales Overview | Company Logo | Image |
| Sales Overview | KPI Bar 1 | Shape |
| Sales Overview | Revenue won | KPI |
| Sales Overview | KPI Bar 3 | Shape |
| Sales Overview | Revenue goal | KPI |
| Sales Overview | KPI Bar 2 | Shape |
| Sales Overview | Qualified Pipeline | KPI |
| Sales Overview | KPI Bar 4 | Shape |
| Sales Overview | Forecast | KPI |
| Sales Overview | Forecast by Location | Shape Map |
| Sales Overview | Forecast by Territory | Matrix |
| Sales Overview | Button - By Product | Action Button |
| Sales Overview | Button - By Team / User | Action Button |
| Sales Overview | Revenue and forecast by Product | Matrix |
| Sales Overview | (Right click to drill to Users) | Line and Stacked Column Chart |
| Sales Overview | Revenue Won and Revenue In Pipeline by Product LOB | Stacked Bar Chart |
| Sales Overview | Revenue Open by Sales Stage | Funnel |
| Sales Overview | Button Header - by Product | Shape |
| Sales Overview | Button Header - by Manager | Shape |
| Sales Overview | Text box | Textbox |
| Sales Overview | Btn - Trend Analytics | Action Button |
| Sales Overview | Btn - Pipeline | Action Button |
| Sales Overview | Btn - Trend Analytics | Action Button |
| Win/Loss Ratio Overview | V 38 | Action Button |
| Win/Loss Ratio Overview | V 39 | Action Button |
| Win/Loss Ratio Overview | V 01 | Action Button |
| Win/Loss Ratio Overview | V 26 | Action Button |
| Win/Loss Ratio Overview | V 27 | Action Button |
| Win/Loss Ratio Overview | V 28 | Action Button |
| Win/Loss Ratio Overview | V 29 | Action Button |
| Win/Loss Ratio Overview | V 30 | Action Button |
| Win/Loss Ratio Overview | V 32 | Action Button |
| Win/Loss Ratio Overview | V 33 | Action Button |
| Win/Loss Ratio Overview | V 31 | Action Button |
| Win/Loss Ratio Overview | V 34 | Action Button |
| Win/Loss Ratio Overview | V 35 | Action Button |
| Win/Loss Ratio Overview | V 36 | Action Button |
| Win/Loss Ratio Overview | V 37 | Action Button |
| Win/Loss Ratio Overview | V 25 | Action Button |
| Win/Loss Ratio Overview | V 24 | Action Button |
| Win/Loss Ratio Overview | V 23 | Action Button |
| Win/Loss Ratio Overview | V 22 | Action Button |
| Win/Loss Ratio Overview | V 21 | Action Button |
| Win/Loss Ratio Overview | V 20 | Action Button |
| Win/Loss Ratio Overview | V 19 | Action Button |
| Win/Loss Ratio Overview | V 18 | Action Button |
| Win/Loss Ratio Overview | V 17 | Action Button |
| Win/Loss Ratio Overview | V 16 | Action Button |
| Win/Loss Ratio Overview | V 15 | Action Button |
| Win/Loss Ratio Overview | V 14 | Action Button |
| Win/Loss Ratio Overview | V 13 | Action Button |
| Win/Loss Ratio Overview | V 12 | Action Button |
| Win/Loss Ratio Overview | V 11 | Action Button |
| Win/Loss Ratio Overview | V 10 | Action Button |
| Win/Loss Ratio Overview | V 09 | Action Button |
| Win/Loss Ratio Overview | V 08 | Action Button |
| Win/Loss Ratio Overview | V 07 | Action Button |
| Win/Loss Ratio Overview | V 06 | Action Button |
| Win/Loss Ratio Overview | V 05 | Action Button |
| Win/Loss Ratio Overview | V 04 | Action Button |
| Win/Loss Ratio Overview | V 03 | Action Button |
| Win/Loss Ratio Overview | V 02 | Action Button |
| Win/Loss Ratio Overview | H 14 | Action Button |
| Win/Loss Ratio Overview | H 15 | Action Button |
| Win/Loss Ratio Overview | H 16 | Action Button |
| Win/Loss Ratio Overview | H 17 | Action Button |
| Win/Loss Ratio Overview | H 18 | Action Button |
| Win/Loss Ratio Overview | H 19 | Action Button |
| Win/Loss Ratio Overview | H 13 | Action Button |
| Win/Loss Ratio Overview | H 12 | Action Button |
| Win/Loss Ratio Overview | H 11 | Action Button |
| Win/Loss Ratio Overview | H 20 | Action Button |
| Win/Loss Ratio Overview | H 10 | Action Button |
| Win/Loss Ratio Overview | H 09 | Action Button |
| Win/Loss Ratio Overview | H 08 | Action Button |
| Win/Loss Ratio Overview | H 07 | Action Button |
| Win/Loss Ratio Overview | H 06 | Action Button |
| Win/Loss Ratio Overview | H 05 | Action Button |
| Win/Loss Ratio Overview | H 04 | Action Button |
| Win/Loss Ratio Overview | H 03 | Action Button |
| Win/Loss Ratio Overview | H 02 | Action Button |
| Win/Loss Ratio Overview | H 01 | Action Button |
| Win/Loss Ratio Overview | Report Title | Textbox |
| Win/Loss Ratio Overview | Company Name | Action Button |
| Win/Loss Ratio Overview | Report Title Category | Textbox |
| Win/Loss Ratio Overview | Btn - Overview | Action Button |
| Win/Loss Ratio Overview | Btn - Trends | Action Button |
| Win/Loss Ratio Overview | Btn - Insights | Action Button |
| Win/Loss Ratio Overview | Horizontal Shape | Shape |
| Win/Loss Ratio Overview | Horizontal Shape | Shape |
| Win/Loss Ratio Overview | Horizontal Shape | Shape |
| Win/Loss Ratio Overview | Horizontal Shape | Shape |
| Win/Loss Ratio Overview | Company Logo | Image |
| Win/Loss Ratio Overview | KPI Bar 1 | Shape |
| Win/Loss Ratio Overview | KPI Bar 3 | Shape |
| Win/Loss Ratio Overview | KPI Bar 2 | Shape |
| Win/Loss Ratio Overview | All Open Revenue | KPI |
| Win/Loss Ratio Overview | KPI Bar 4 | Shape |
| Win/Loss Ratio Overview | Forecast | KPI |
| Win/Loss Ratio Overview | Win/Loss Ratio by Opportunity Owner | Table |
| Win/Loss Ratio Overview | Revenue and forecast by Product | Matrix |
| Win/Loss Ratio Overview | Button Header - by Product | Shape |
| Win/Loss Ratio Overview | Closing Percentage by Month | Line Chart |
| Win/Loss Ratio Overview | Closing Percentages | Stacked Bar Chart |
| Win/Loss Ratio Overview | systemuserid | Power Automate for Power BI |
| Win/Loss Ratio Overview | Closing Percentages | Clustered Column Chart |
| Win/Loss Ratio Overview | Btn - Trend Analytics | Action Button |
| Win/Loss Ratio Overview | Btn - Pipeline | Action Button |
| Win/Loss Ratio Overview | Btn - Trend Analytics | Action Button |
| Win/Loss Ratio Overview | Revenue Won | KPI |
| Win/Loss Ratio Overview | Win/Loss Percentage | KPI |
| Win/Loss Ratio Overview | Closing Percentages | Textbox |
| Industries Overview | V 38 | Action Button |
| Industries Overview | V 39 | Action Button |
| Industries Overview | V 01 | Action Button |
| Industries Overview | V 26 | Action Button |
| Industries Overview | V 27 | Action Button |
| Industries Overview | V 28 | Action Button |
| Industries Overview | V 29 | Action Button |
| Industries Overview | V 30 | Action Button |
| Industries Overview | V 32 | Action Button |
| Industries Overview | V 33 | Action Button |
| Industries Overview | V 31 | Action Button |
| Industries Overview | V 34 | Action Button |
| Industries Overview | V 35 | Action Button |
| Industries Overview | V 36 | Action Button |
| Industries Overview | V 37 | Action Button |
| Industries Overview | V 25 | Action Button |
| Industries Overview | V 24 | Action Button |
| Industries Overview | V 23 | Action Button |
| Industries Overview | V 22 | Action Button |
| Industries Overview | V 21 | Action Button |
| Industries Overview | V 20 | Action Button |
| Industries Overview | V 19 | Action Button |
| Industries Overview | V 18 | Action Button |
| Industries Overview | V 17 | Action Button |
| Industries Overview | V 16 | Action Button |
| Industries Overview | V 15 | Action Button |
| Industries Overview | V 14 | Action Button |
| Industries Overview | V 13 | Action Button |
| Industries Overview | V 12 | Action Button |
| Industries Overview | V 11 | Action Button |
| Industries Overview | V 10 | Action Button |
| Industries Overview | V 09 | Action Button |
| Industries Overview | V 08 | Action Button |
| Industries Overview | V 07 | Action Button |
| Industries Overview | V 06 | Action Button |
| Industries Overview | V 05 | Action Button |
| Industries Overview | V 04 | Action Button |
| Industries Overview | V 03 | Action Button |
| Industries Overview | V 02 | Action Button |
| Industries Overview | H 14 | Action Button |
| Industries Overview | H 15 | Action Button |
| Industries Overview | H 16 | Action Button |
| Industries Overview | H 17 | Action Button |
| Industries Overview | H 18 | Action Button |
| Industries Overview | H 19 | Action Button |
| Industries Overview | H 13 | Action Button |
| Industries Overview | H 12 | Action Button |
| Industries Overview | H 11 | Action Button |
| Industries Overview | H 20 | Action Button |
| Industries Overview | H 10 | Action Button |
| Industries Overview | H 09 | Action Button |
| Industries Overview | H 08 | Action Button |
| Industries Overview | H 07 | Action Button |
| Industries Overview | H 06 | Action Button |
| Industries Overview | H 05 | Action Button |
| Industries Overview | H 04 | Action Button |
| Industries Overview | H 03 | Action Button |
| Industries Overview | H 02 | Action Button |
| Industries Overview | H 01 | Action Button |
| Industries Overview | Report Title | Textbox |
| Industries Overview | Company Name | Action Button |
| Industries Overview | Report Title Category | Textbox |
| Industries Overview | Btn - Overview | Action Button |
| Industries Overview | Btn - Trends | Action Button |
| Industries Overview | Btn - Insights | Action Button |
| Industries Overview | Horizontal Shape | Shape |
| Industries Overview | Horizontal Shape | Shape |
| Industries Overview | Horizontal Shape | Shape |
| Industries Overview | Horizontal Shape | Shape |
| Industries Overview | Company Logo | Image |
| Industries Overview | Revenue and forecast by Product | Matrix |
| Industries Overview | Button Header - by Product | Shape |
| Industries Overview | Btn - Trend Analytics | Action Button |
| Industries Overview | Btn - Pipeline | Action Button |
| Industries Overview | Sales by Industry | Matrix |
| Industries Overview | Top Accounts | Table |
| Industries Overview | Opportunity Count, Revenue Won and Revenue Won Average Deal Size by YEAR MONTH and Industry | Scatter Chart |
| Industries Overview | Btn - Trend Analytics | Action Button |
| Industries Overview | Revenue Won by YEAR MONTH | Line Chart |
| Pipeline Trends | Table | Table |
| Pipeline Trends | Revenue Open by Product Category and Territory | Stacked Bar Chart |
| Pipeline Trends | Report Title | Textbox |
| Pipeline Trends | Company Name | Action Button |
| Pipeline Trends | Report Title Category | Textbox |
| Pipeline Trends | Btn - Overview | Action Button |
| Pipeline Trends | Btn - Trends | Action Button |
| Pipeline Trends | Company Logo | Image |
| Pipeline Trends | KPI Bar 1 | Shape |
| Pipeline Trends | Opportunity Count | KPI |
| Pipeline Trends | KPI Bar 3 | Shape |
| Pipeline Trends | Avg Days Remaining | KPI |
| Pipeline Trends | KPI Bar 2 | Shape |
| Pipeline Trends | Total Pipeline | KPI |
| Pipeline Trends | KPI Bar 4 | Shape |
| Pipeline Trends | Qualified Pipeline | KPI |
| Pipeline Trends | Horizontal Shape | Shape |
| Pipeline Trends | Horizontal Shape | Shape |
| Pipeline Trends | Horizontal Shape | Shape |
| Pipeline Trends | Horizontal Shape | Shape |
| Pipeline Trends | Btn - Insights | Action Button |
| Pipeline Trends | V 38 | Action Button |
| Pipeline Trends | V 39 | Action Button |
| Pipeline Trends | V 01 | Action Button |
| Pipeline Trends | V 26 | Action Button |
| Pipeline Trends | V 27 | Action Button |
| Pipeline Trends | V 28 | Action Button |
| Pipeline Trends | V 29 | Action Button |
| Pipeline Trends | V 30 | Action Button |
| Pipeline Trends | V 32 | Action Button |
| Pipeline Trends | V 33 | Action Button |
| Pipeline Trends | V 31 | Action Button |
| Pipeline Trends | V 34 | Action Button |
| Pipeline Trends | V 35 | Action Button |
| Pipeline Trends | V 36 | Action Button |
| Pipeline Trends | V 37 | Action Button |
| Pipeline Trends | V 25 | Action Button |
| Pipeline Trends | V 24 | Action Button |
| Pipeline Trends | V 23 | Action Button |
| Pipeline Trends | V 22 | Action Button |
| Pipeline Trends | V 21 | Action Button |
| Pipeline Trends | V 20 | Action Button |
| Pipeline Trends | V 19 | Action Button |
| Pipeline Trends | V 18 | Action Button |
| Pipeline Trends | V 17 | Action Button |
| Pipeline Trends | V 16 | Action Button |
| Pipeline Trends | V 15 | Action Button |
| Pipeline Trends | V 14 | Action Button |
| Pipeline Trends | V 13 | Action Button |
| Pipeline Trends | V 12 | Action Button |
| Pipeline Trends | V 11 | Action Button |
| Pipeline Trends | V 10 | Action Button |
| Pipeline Trends | V 09 | Action Button |
| Pipeline Trends | V 08 | Action Button |
| Pipeline Trends | V 07 | Action Button |
| Pipeline Trends | V 06 | Action Button |
| Pipeline Trends | V 05 | Action Button |
| Pipeline Trends | V 04 | Action Button |
| Pipeline Trends | V 03 | Action Button |
| Pipeline Trends | V 02 | Action Button |
| Pipeline Trends | H 14 | Action Button |
| Pipeline Trends | H 15 | Action Button |
| Pipeline Trends | H 16 | Action Button |
| Pipeline Trends | H 17 | Action Button |
| Pipeline Trends | H 18 | Action Button |
| Pipeline Trends | H 19 | Action Button |
| Pipeline Trends | H 13 | Action Button |
| Pipeline Trends | H 12 | Action Button |
| Pipeline Trends | H 11 | Action Button |
| Pipeline Trends | H 20 | Action Button |
| Pipeline Trends | H 10 | Action Button |
| Pipeline Trends | H 09 | Action Button |
| Pipeline Trends | H 08 | Action Button |
| Pipeline Trends | H 07 | Action Button |
| Pipeline Trends | H 06 | Action Button |
| Pipeline Trends | H 05 | Action Button |
| Pipeline Trends | H 04 | Action Button |
| Pipeline Trends | H 03 | Action Button |
| Pipeline Trends | H 02 | Action Button |
| Pipeline Trends | H 01 | Action Button |
| Pipeline Trends | Btn - Pipeline | Action Button |
| Pipeline Trends | Btn - Trend Analytics | Action Button |
| Pipeline Trends | Pipeline by Top Industries | Ribbon Chart |
| Pipeline Trends | Text box | Textbox |
| Trend Analytics | V 38 | Action Button |
| Trend Analytics | V 39 | Action Button |
| Trend Analytics | V 01 | Action Button |
| Trend Analytics | V 26 | Action Button |
| Trend Analytics | V 27 | Action Button |
| Trend Analytics | V 28 | Action Button |
| Trend Analytics | V 29 | Action Button |
| Trend Analytics | V 30 | Action Button |
| Trend Analytics | V 32 | Action Button |
| Trend Analytics | V 33 | Action Button |
| Trend Analytics | V 31 | Action Button |
| Trend Analytics | V 34 | Action Button |
| Trend Analytics | V 35 | Action Button |
| Trend Analytics | V 36 | Action Button |
| Trend Analytics | V 37 | Action Button |
| Trend Analytics | V 25 | Action Button |
| Trend Analytics | V 24 | Action Button |
| Trend Analytics | V 23 | Action Button |
| Trend Analytics | V 22 | Action Button |
| Trend Analytics | V 21 | Action Button |
| Trend Analytics | V 20 | Action Button |
| Trend Analytics | V 19 | Action Button |
| Trend Analytics | V 18 | Action Button |
| Trend Analytics | V 17 | Action Button |
| Trend Analytics | V 16 | Action Button |
| Trend Analytics | V 15 | Action Button |
| Trend Analytics | V 14 | Action Button |
| Trend Analytics | V 13 | Action Button |
| Trend Analytics | V 12 | Action Button |
| Trend Analytics | V 11 | Action Button |
| Trend Analytics | V 10 | Action Button |
| Trend Analytics | V 09 | Action Button |
| Trend Analytics | V 08 | Action Button |
| Trend Analytics | V 07 | Action Button |
| Trend Analytics | V 06 | Action Button |
| Trend Analytics | V 05 | Action Button |
| Trend Analytics | V 04 | Action Button |
| Trend Analytics | V 03 | Action Button |
| Trend Analytics | V 02 | Action Button |
| Trend Analytics | H 14 | Action Button |
| Trend Analytics | H 15 | Action Button |
| Trend Analytics | H 16 | Action Button |
| Trend Analytics | H 17 | Action Button |
| Trend Analytics | H 18 | Action Button |
| Trend Analytics | H 19 | Action Button |
| Trend Analytics | H 13 | Action Button |
| Trend Analytics | H 12 | Action Button |
| Trend Analytics | H 11 | Action Button |
| Trend Analytics | H 20 | Action Button |
| Trend Analytics | H 10 | Action Button |
| Trend Analytics | H 09 | Action Button |
| Trend Analytics | H 08 | Action Button |
| Trend Analytics | H 07 | Action Button |
| Trend Analytics | H 06 | Action Button |
| Trend Analytics | H 05 | Action Button |
| Trend Analytics | H 04 | Action Button |
| Trend Analytics | H 03 | Action Button |
| Trend Analytics | H 02 | Action Button |
| Trend Analytics | H 01 | Action Button |
| Trend Analytics | Report Title | Textbox |
| Trend Analytics | Company Name | Action Button |
| Trend Analytics | Report Title Category | Textbox |
| Trend Analytics | Btn - Overview | Action Button |
| Trend Analytics | Btn - Trends | Action Button |
| Trend Analytics | Btn - Insights | Action Button |
| Trend Analytics | Horizontal Shape | Shape |
| Trend Analytics | Horizontal Shape | Shape |
| Trend Analytics | Horizontal Shape | Shape |
| Trend Analytics | Horizontal Shape | Shape |
| Trend Analytics | Company Logo | Image |
| Trend Analytics | Revenue Won by Date | Line Chart |
| Trend Analytics | Close % by YEAR MONTH | Line Chart |
| Trend Analytics | Revenue Won by Date | Line Chart |
| Trend Analytics | Won Opportunities this month | KPI |
| Trend Analytics | Close Ratio | KPI |
| Trend Analytics | Avg Discount | KPI |
| Trend Analytics | Value In Pipeline | KPI |
| Trend Analytics | Revenue Open by PipelineStep | Shape |
| Trend Analytics | Revenue Open by PipelineStep | Shape |
| Trend Analytics | Revenue Open by PipelineStep | Shape |
| Trend Analytics | Revenue Open by PipelineStep | Shape |
| Trend Analytics | Shape | Shape |
| Trend Analytics | Shape | Shape |
| Trend Analytics | Shape | Shape |
| Trend Analytics | Shape | Shape |
| Trend Analytics | Btn - Pipeline | Action Button |
| Trend Analytics | Btn - Trend Analytics | Action Button |
| Trend Analytics | Revenue Won by YEAR MONTH | Line Chart |
| Win/Loss Ratio Insights | Win-Loss | Action Button |
| Win/Loss Ratio Insights | Day to close | Action Button |
| Win/Loss Ratio Insights | Discounting | Action Button |
| Win/Loss Ratio Insights | Revenue Won and Close % by Product Category | Line and Stacked Column Chart |
| Win/Loss Ratio Insights | Key Influencers | Key Influencers |
| Win/Loss Ratio Insights | Btn - Natural Lenguaje | Action Button |
| Win/Loss Ratio Insights | Btn - Decomposition | Action Button |
| Win/Loss Ratio Insights | Btn - Key Influences | Action Button |
| Win/Loss Ratio Insights | Report Title | Textbox |
| Win/Loss Ratio Insights | Company Name | Action Button |
| Win/Loss Ratio Insights | Report Title Category | Textbox |
| Win/Loss Ratio Insights | Btn - Trends | Action Button |
| Win/Loss Ratio Insights | Btn - Insights | Action Button |
| Win/Loss Ratio Insights | Company Logo | Image |
| Win/Loss Ratio Insights | V 38 | Action Button |
| Win/Loss Ratio Insights | V 39 | Action Button |
| Win/Loss Ratio Insights | V 01 | Action Button |
| Win/Loss Ratio Insights | V 26 | Action Button |
| Win/Loss Ratio Insights | V 27 | Action Button |
| Win/Loss Ratio Insights | V 28 | Action Button |
| Win/Loss Ratio Insights | V 29 | Action Button |
| Win/Loss Ratio Insights | V 30 | Action Button |
| Win/Loss Ratio Insights | V 32 | Action Button |
| Win/Loss Ratio Insights | V 33 | Action Button |
| Win/Loss Ratio Insights | V 31 | Action Button |
| Win/Loss Ratio Insights | V 34 | Action Button |
| Win/Loss Ratio Insights | V 35 | Action Button |
| Win/Loss Ratio Insights | V 36 | Action Button |
| Win/Loss Ratio Insights | V 37 | Action Button |
| Win/Loss Ratio Insights | V 25 | Action Button |
| Win/Loss Ratio Insights | V 24 | Action Button |
| Win/Loss Ratio Insights | V 23 | Action Button |
| Win/Loss Ratio Insights | V 22 | Action Button |
| Win/Loss Ratio Insights | V 21 | Action Button |
| Win/Loss Ratio Insights | V 20 | Action Button |
| Win/Loss Ratio Insights | V 19 | Action Button |
| Win/Loss Ratio Insights | V 18 | Action Button |
| Win/Loss Ratio Insights | V 17 | Action Button |
| Win/Loss Ratio Insights | V 16 | Action Button |
| Win/Loss Ratio Insights | V 15 | Action Button |
| Win/Loss Ratio Insights | V 14 | Action Button |
| Win/Loss Ratio Insights | V 13 | Action Button |
| Win/Loss Ratio Insights | V 12 | Action Button |
| Win/Loss Ratio Insights | V 11 | Action Button |
| Win/Loss Ratio Insights | V 10 | Action Button |
| Win/Loss Ratio Insights | V 09 | Action Button |
| Win/Loss Ratio Insights | V 08 | Action Button |
| Win/Loss Ratio Insights | V 07 | Action Button |
| Win/Loss Ratio Insights | V 06 | Action Button |
| Win/Loss Ratio Insights | V 05 | Action Button |
| Win/Loss Ratio Insights | V 04 | Action Button |
| Win/Loss Ratio Insights | V 03 | Action Button |
| Win/Loss Ratio Insights | V 02 | Action Button |
| Win/Loss Ratio Insights | H 14 | Action Button |
| Win/Loss Ratio Insights | H 15 | Action Button |
| Win/Loss Ratio Insights | H 16 | Action Button |
| Win/Loss Ratio Insights | H 17 | Action Button |
| Win/Loss Ratio Insights | H 18 | Action Button |
| Win/Loss Ratio Insights | H 19 | Action Button |
| Win/Loss Ratio Insights | H 13 | Action Button |
| Win/Loss Ratio Insights | H 12 | Action Button |
| Win/Loss Ratio Insights | H 11 | Action Button |
| Win/Loss Ratio Insights | H 20 | Action Button |
| Win/Loss Ratio Insights | H 10 | Action Button |
| Win/Loss Ratio Insights | H 09 | Action Button |
| Win/Loss Ratio Insights | H 08 | Action Button |
| Win/Loss Ratio Insights | H 07 | Action Button |
| Win/Loss Ratio Insights | H 06 | Action Button |
| Win/Loss Ratio Insights | H 05 | Action Button |
| Win/Loss Ratio Insights | H 04 | Action Button |
| Win/Loss Ratio Insights | H 03 | Action Button |
| Win/Loss Ratio Insights | H 02 | Action Button |
| Win/Loss Ratio Insights | H 01 | Action Button |
| Win/Loss Ratio Insights | Horizontal Shape | Shape |
| Win/Loss Ratio Insights | Horizontal Shape | Shape |
| Win/Loss Ratio Insights | Horizontal Shape | Shape |
| Win/Loss Ratio Insights | Horizontal Shape | Shape |
| Win/Loss Ratio Insights | Btn - Overview | Action Button |
| Win/Loss Ratio Insights | Close % by Product Category | Stacked Bar Chart |
| Days to Close Insights | Win-Loss | Action Button |
| Days to Close Insights | Day to close | Action Button |
| Days to Close Insights | Discounting | Action Button |
| Days to Close Insights | Btn - Natural Lenguaje | Action Button |
| Days to Close Insights | Btn - Decomposition | Action Button |
| Days to Close Insights | Btn - Key Influences | Action Button |
| Days to Close Insights | Report Title | Textbox |
| Days to Close Insights | Company Name | Action Button |
| Days to Close Insights | Report Title Category | Textbox |
| Days to Close Insights | Btn - Trends | Action Button |
| Days to Close Insights | Btn - Insights | Action Button |
| Days to Close Insights | Company Logo | Image |
| Days to Close Insights | V 38 | Action Button |
| Days to Close Insights | V 39 | Action Button |
| Days to Close Insights | V 01 | Action Button |
| Days to Close Insights | V 26 | Action Button |
| Days to Close Insights | V 27 | Action Button |
| Days to Close Insights | V 28 | Action Button |
| Days to Close Insights | V 29 | Action Button |
| Days to Close Insights | V 30 | Action Button |
| Days to Close Insights | V 32 | Action Button |
| Days to Close Insights | V 33 | Action Button |
| Days to Close Insights | V 31 | Action Button |
| Days to Close Insights | V 34 | Action Button |
| Days to Close Insights | V 35 | Action Button |
| Days to Close Insights | V 36 | Action Button |
| Days to Close Insights | V 37 | Action Button |
| Days to Close Insights | V 25 | Action Button |
| Days to Close Insights | V 24 | Action Button |
| Days to Close Insights | V 23 | Action Button |
| Days to Close Insights | V 22 | Action Button |
| Days to Close Insights | V 21 | Action Button |
| Days to Close Insights | V 20 | Action Button |
| Days to Close Insights | V 19 | Action Button |
| Days to Close Insights | V 18 | Action Button |
| Days to Close Insights | V 17 | Action Button |
| Days to Close Insights | V 16 | Action Button |
| Days to Close Insights | V 15 | Action Button |
| Days to Close Insights | V 14 | Action Button |
| Days to Close Insights | V 13 | Action Button |
| Days to Close Insights | V 12 | Action Button |
| Days to Close Insights | V 11 | Action Button |
| Days to Close Insights | V 10 | Action Button |
| Days to Close Insights | V 09 | Action Button |
| Days to Close Insights | V 08 | Action Button |
| Days to Close Insights | V 07 | Action Button |
| Days to Close Insights | V 06 | Action Button |
| Days to Close Insights | V 05 | Action Button |
| Days to Close Insights | V 04 | Action Button |
| Days to Close Insights | V 03 | Action Button |
| Days to Close Insights | V 02 | Action Button |
| Days to Close Insights | H 14 | Action Button |
| Days to Close Insights | H 15 | Action Button |
| Days to Close Insights | H 16 | Action Button |
| Days to Close Insights | H 17 | Action Button |
| Days to Close Insights | H 18 | Action Button |
| Days to Close Insights | H 19 | Action Button |
| Days to Close Insights | H 13 | Action Button |
| Days to Close Insights | H 12 | Action Button |
| Days to Close Insights | H 11 | Action Button |
| Days to Close Insights | H 20 | Action Button |
| Days to Close Insights | H 10 | Action Button |
| Days to Close Insights | H 09 | Action Button |
| Days to Close Insights | H 08 | Action Button |
| Days to Close Insights | H 07 | Action Button |
| Days to Close Insights | H 06 | Action Button |
| Days to Close Insights | H 05 | Action Button |
| Days to Close Insights | H 04 | Action Button |
| Days to Close Insights | H 03 | Action Button |
| Days to Close Insights | H 02 | Action Button |
| Days to Close Insights | H 01 | Action Button |
| Days to Close Insights | Horizontal Shape | Shape |
| Days to Close Insights | Horizontal Shape | Shape |
| Days to Close Insights | Horizontal Shape | Shape |
| Days to Close Insights | Horizontal Shape | Shape |
| Days to Close Insights | Btn - Overview | Action Button |
| Days to Close Insights | Key Influencers | Key Influencers |
| Days to Close Insights | Average of DaysToClose by Owner | Stacked Bar Chart |
| Days to Close Insights | Average of DaysToClose by Industry | Stacked Bar Chart |
| Sales Discounting Insights | Discount by Territory | Stacked Bar Chart |
| Sales Discounting Insights | Day to close | Action Button |
| Sales Discounting Insights | Win-Loss | Action Button |
| Sales Discounting Insights | Discounting | Action Button |
| Sales Discounting Insights | Discount by Manager/Owner | Stacked Bar Chart |
| Sales Discounting Insights | Key Influencers | Key Influencers |
| Sales Discounting Insights | Btn - Natural Lenguaje | Action Button |
| Sales Discounting Insights | Btn - Decomposition | Action Button |
| Sales Discounting Insights | Btn - Key Influences | Action Button |
| Sales Discounting Insights | Report Title | Textbox |
| Sales Discounting Insights | Company Name | Action Button |
| Sales Discounting Insights | Report Title Category | Textbox |
| Sales Discounting Insights | Btn - Trends | Action Button |
| Sales Discounting Insights | Btn - Insights | Action Button |
| Sales Discounting Insights | Company Logo | Image |
| Sales Discounting Insights | Btn - Overview | Action Button |
| Sales Discounting Insights | Horizontal Shape | Shape |
| Sales Discounting Insights | Horizontal Shape | Shape |
| Sales Discounting Insights | Horizontal Shape | Shape |
| Sales Discounting Insights | Horizontal Shape | Shape |
| Sales Discounting Insights | V 38 | Action Button |
| Sales Discounting Insights | V 39 | Action Button |
| Sales Discounting Insights | V 01 | Action Button |
| Sales Discounting Insights | V 26 | Action Button |
| Sales Discounting Insights | V 27 | Action Button |
| Sales Discounting Insights | V 28 | Action Button |
| Sales Discounting Insights | V 29 | Action Button |
| Sales Discounting Insights | V 30 | Action Button |
| Sales Discounting Insights | V 32 | Action Button |
| Sales Discounting Insights | V 33 | Action Button |
| Sales Discounting Insights | V 31 | Action Button |
| Sales Discounting Insights | V 34 | Action Button |
| Sales Discounting Insights | V 35 | Action Button |
| Sales Discounting Insights | V 36 | Action Button |
| Sales Discounting Insights | V 37 | Action Button |
| Sales Discounting Insights | V 25 | Action Button |
| Sales Discounting Insights | V 24 | Action Button |
| Sales Discounting Insights | V 23 | Action Button |
| Sales Discounting Insights | V 22 | Action Button |
| Sales Discounting Insights | V 21 | Action Button |
| Sales Discounting Insights | V 20 | Action Button |
| Sales Discounting Insights | V 19 | Action Button |
| Sales Discounting Insights | V 18 | Action Button |
| Sales Discounting Insights | V 17 | Action Button |
| Sales Discounting Insights | V 16 | Action Button |
| Sales Discounting Insights | V 15 | Action Button |
| Sales Discounting Insights | V 14 | Action Button |
| Sales Discounting Insights | V 13 | Action Button |
| Sales Discounting Insights | V 12 | Action Button |
| Sales Discounting Insights | V 11 | Action Button |
| Sales Discounting Insights | V 10 | Action Button |
| Sales Discounting Insights | V 09 | Action Button |
| Sales Discounting Insights | V 08 | Action Button |
| Sales Discounting Insights | V 07 | Action Button |
| Sales Discounting Insights | V 06 | Action Button |
| Sales Discounting Insights | V 05 | Action Button |
| Sales Discounting Insights | V 04 | Action Button |
| Sales Discounting Insights | V 03 | Action Button |
| Sales Discounting Insights | V 02 | Action Button |
| Sales Discounting Insights | H 14 | Action Button |
| Sales Discounting Insights | H 15 | Action Button |
| Sales Discounting Insights | H 16 | Action Button |
| Sales Discounting Insights | H 17 | Action Button |
| Sales Discounting Insights | H 18 | Action Button |
| Sales Discounting Insights | H 19 | Action Button |
| Sales Discounting Insights | H 13 | Action Button |
| Sales Discounting Insights | H 12 | Action Button |
| Sales Discounting Insights | H 11 | Action Button |
| Sales Discounting Insights | H 20 | Action Button |
| Sales Discounting Insights | H 10 | Action Button |
| Sales Discounting Insights | H 09 | Action Button |
| Sales Discounting Insights | H 08 | Action Button |
| Sales Discounting Insights | H 07 | Action Button |
| Sales Discounting Insights | H 06 | Action Button |
| Sales Discounting Insights | H 05 | Action Button |
| Sales Discounting Insights | H 04 | Action Button |
| Sales Discounting Insights | H 03 | Action Button |
| Sales Discounting Insights | H 02 | Action Button |
| Sales Discounting Insights | H 01 | Action Button |
| Revenue Source Breakdown | Opportunity Count by Owner and Manager | Stacked Bar Chart |
| Revenue Source Breakdown | Opportunity Count by Territory | Stacked Bar Chart |
| Revenue Source Breakdown | Decomposition tree | Decomposition Tree |
| Revenue Source Breakdown | V 38 | Action Button |
| Revenue Source Breakdown | V 39 | Action Button |
| Revenue Source Breakdown | V 01 | Action Button |
| Revenue Source Breakdown | V 26 | Action Button |
| Revenue Source Breakdown | V 27 | Action Button |
| Revenue Source Breakdown | V 28 | Action Button |
| Revenue Source Breakdown | V 29 | Action Button |
| Revenue Source Breakdown | V 30 | Action Button |
| Revenue Source Breakdown | V 32 | Action Button |
| Revenue Source Breakdown | V 33 | Action Button |
| Revenue Source Breakdown | V 31 | Action Button |
| Revenue Source Breakdown | V 34 | Action Button |
| Revenue Source Breakdown | V 35 | Action Button |
| Revenue Source Breakdown | V 36 | Action Button |
| Revenue Source Breakdown | V 37 | Action Button |
| Revenue Source Breakdown | V 25 | Action Button |
| Revenue Source Breakdown | V 24 | Action Button |
| Revenue Source Breakdown | V 23 | Action Button |
| Revenue Source Breakdown | V 22 | Action Button |
| Revenue Source Breakdown | V 21 | Action Button |
| Revenue Source Breakdown | V 20 | Action Button |
| Revenue Source Breakdown | V 19 | Action Button |
| Revenue Source Breakdown | V 18 | Action Button |
| Revenue Source Breakdown | V 17 | Action Button |
| Revenue Source Breakdown | V 16 | Action Button |
| Revenue Source Breakdown | V 15 | Action Button |
| Revenue Source Breakdown | V 14 | Action Button |
| Revenue Source Breakdown | V 13 | Action Button |
| Revenue Source Breakdown | V 12 | Action Button |
| Revenue Source Breakdown | V 11 | Action Button |
| Revenue Source Breakdown | V 10 | Action Button |
| Revenue Source Breakdown | V 09 | Action Button |
| Revenue Source Breakdown | V 08 | Action Button |
| Revenue Source Breakdown | V 07 | Action Button |
| Revenue Source Breakdown | V 06 | Action Button |
| Revenue Source Breakdown | V 05 | Action Button |
| Revenue Source Breakdown | V 04 | Action Button |
| Revenue Source Breakdown | V 03 | Action Button |
| Revenue Source Breakdown | V 02 | Action Button |
| Revenue Source Breakdown | H 14 | Action Button |
| Revenue Source Breakdown | H 15 | Action Button |
| Revenue Source Breakdown | H 16 | Action Button |
| Revenue Source Breakdown | H 17 | Action Button |
| Revenue Source Breakdown | H 18 | Action Button |
| Revenue Source Breakdown | H 19 | Action Button |
| Revenue Source Breakdown | H 13 | Action Button |
| Revenue Source Breakdown | H 12 | Action Button |
| Revenue Source Breakdown | H 11 | Action Button |
| Revenue Source Breakdown | H 20 | Action Button |
| Revenue Source Breakdown | H 10 | Action Button |
| Revenue Source Breakdown | H 09 | Action Button |
| Revenue Source Breakdown | H 08 | Action Button |
| Revenue Source Breakdown | H 07 | Action Button |
| Revenue Source Breakdown | H 06 | Action Button |
| Revenue Source Breakdown | H 05 | Action Button |
| Revenue Source Breakdown | H 04 | Action Button |
| Revenue Source Breakdown | H 03 | Action Button |
| Revenue Source Breakdown | H 02 | Action Button |
| Revenue Source Breakdown | H 01 | Action Button |
| Revenue Source Breakdown | Horizontal Shape | Shape |
| Revenue Source Breakdown | Horizontal Shape | Shape |
| Revenue Source Breakdown | Horizontal Shape | Shape |
| Revenue Source Breakdown | Horizontal Shape | Shape |
| Revenue Source Breakdown | Btn - Natural Lenguaje | Action Button |
| Revenue Source Breakdown | Btn - Decomposition | Action Button |
| Revenue Source Breakdown | Btn - Key Influences | Action Button |
| Revenue Source Breakdown | Report Title | Textbox |
| Revenue Source Breakdown | Company Name | Action Button |
| Revenue Source Breakdown | Report Title Category | Textbox |
| Revenue Source Breakdown | Btn - Trends | Action Button |
| Revenue Source Breakdown | Btn - Insights | Action Button |
| Revenue Source Breakdown | Btn - Overview | Action Button |
| Revenue Source Breakdown | Company Logo | Image |
| Q&A Query | Q&A | Q&A |
| Q&A Query | Btn - Natural Language | Action Button |
| Q&A Query | Btn - Decomposition | Action Button |
| Q&A Query | Btn - Key Influences | Action Button |
| Q&A Query | Report Title | Textbox |
| Q&A Query | Company Name | Action Button |
| Q&A Query | Report Title Category | Textbox |
| Q&A Query | Btn - Trends | Action Button |
| Q&A Query | Btn - Insights | Action Button |
| Q&A Query | Btn - Overview | Action Button |
| Q&A Query | Company Logo | Image |
| Q&A Query | Horizontal Shape | Shape |
| Q&A Query | Horizontal Shape | Shape |
| Q&A Query | Horizontal Shape | Shape |
| Q&A Query | Horizontal Shape | Shape |
| Q&A Query | V 38 | Action Button |
| Q&A Query | V 39 | Action Button |
| Q&A Query | V 01 | Action Button |
| Q&A Query | V 26 | Action Button |
| Q&A Query | V 27 | Action Button |
| Q&A Query | V 28 | Action Button |
| Q&A Query | V 29 | Action Button |
| Q&A Query | V 30 | Action Button |
| Q&A Query | V 32 | Action Button |
| Q&A Query | V 33 | Action Button |
| Q&A Query | V 31 | Action Button |
| Q&A Query | V 34 | Action Button |
| Q&A Query | V 35 | Action Button |
| Q&A Query | V 36 | Action Button |
| Q&A Query | V 37 | Action Button |
| Q&A Query | V 25 | Action Button |
| Q&A Query | V 24 | Action Button |
| Q&A Query | V 23 | Action Button |
| Q&A Query | V 22 | Action Button |
| Q&A Query | V 21 | Action Button |
| Q&A Query | V 20 | Action Button |
| Q&A Query | V 19 | Action Button |
| Q&A Query | V 18 | Action Button |
| Q&A Query | V 17 | Action Button |
| Q&A Query | V 16 | Action Button |
| Q&A Query | V 15 | Action Button |
| Q&A Query | V 14 | Action Button |
| Q&A Query | V 13 | Action Button |
| Q&A Query | V 12 | Action Button |
| Q&A Query | V 11 | Action Button |
| Q&A Query | V 10 | Action Button |
| Q&A Query | V 09 | Action Button |
| Q&A Query | V 08 | Action Button |
| Q&A Query | V 07 | Action Button |
| Q&A Query | V 06 | Action Button |
| Q&A Query | V 05 | Action Button |
| Q&A Query | V 04 | Action Button |
| Q&A Query | V 03 | Action Button |
| Q&A Query | V 02 | Action Button |
| Q&A Query | H 14 | Action Button |
| Q&A Query | H 15 | Action Button |
| Q&A Query | H 16 | Action Button |
| Q&A Query | H 17 | Action Button |
| Q&A Query | H 18 | Action Button |
| Q&A Query | H 19 | Action Button |
| Q&A Query | H 13 | Action Button |
| Q&A Query | H 12 | Action Button |
| Q&A Query | H 11 | Action Button |
| Q&A Query | H 20 | Action Button |
| Q&A Query | H 10 | Action Button |
| Q&A Query | H 09 | Action Button |
| Q&A Query | H 08 | Action Button |
| Q&A Query | H 07 | Action Button |
| Q&A Query | H 06 | Action Button |
| Q&A Query | H 05 | Action Button |
| Q&A Query | H 04 | Action Button |
| Q&A Query | H 03 | Action Button |
| Q&A Query | H 02 | Action Button |
| Q&A Query | H 01 | Action Button |
| Template | V 38 | Action Button |
| Template | V 39 | Action Button |
| Template | V 01 | Action Button |
| Template | V 26 | Action Button |
| Template | V 27 | Action Button |
| Template | V 28 | Action Button |
| Template | V 29 | Action Button |
| Template | V 30 | Action Button |
| Template | V 32 | Action Button |
| Template | V 33 | Action Button |
| Template | V 31 | Action Button |
| Template | V 34 | Action Button |
| Template | V 35 | Action Button |
| Template | V 36 | Action Button |
| Template | V 37 | Action Button |
| Template | V 25 | Action Button |
| Template | V 24 | Action Button |
| Template | V 23 | Action Button |
| Template | V 22 | Action Button |
| Template | V 21 | Action Button |
| Template | V 20 | Action Button |
| Template | V 19 | Action Button |
| Template | V 18 | Action Button |
| Template | V 17 | Action Button |
| Template | V 16 | Action Button |
| Template | V 15 | Action Button |
| Template | V 14 | Action Button |
| Template | V 13 | Action Button |
| Template | V 12 | Action Button |
| Template | V 11 | Action Button |
| Template | V 10 | Action Button |
| Template | V 09 | Action Button |
| Template | V 08 | Action Button |
| Template | V 07 | Action Button |
| Template | V 06 | Action Button |
| Template | V 05 | Action Button |
| Template | V 04 | Action Button |
| Template | V 03 | Action Button |
| Template | V 02 | Action Button |
| Template | H 14 | Action Button |
| Template | H 15 | Action Button |
| Template | H 16 | Action Button |
| Template | H 17 | Action Button |
| Template | H 18 | Action Button |
| Template | H 19 | Action Button |
| Template | H 13 | Action Button |
| Template | H 12 | Action Button |
| Template | H 11 | Action Button |
| Template | H 20 | Action Button |
| Template | H 10 | Action Button |
| Template | H 09 | Action Button |
| Template | H 08 | Action Button |
| Template | H 07 | Action Button |
| Template | H 06 | Action Button |
| Template | H 05 | Action Button |
| Template | H 04 | Action Button |
| Template | H 03 | Action Button |
| Template | H 02 | Action Button |
| Template | H 01 | Action Button |
| Template | Report Title | Textbox |
| Template | Company Name | Action Button |
| Template | Report Title Category | Textbox |
| Template | Btn - Overview | Action Button |
| Template | Btn - Trends | Action Button |
| Template | Btn - Insights | Action Button |
| Template | Horizontal Shape | Shape |
| Template | Horizontal Shape | Shape |
| Template | Horizontal Shape | Shape |
| Template | Horizontal Shape | Shape |
| Template | Company Logo | Image |
Pages
| Page Name: Sales Overview |
| Count | |
|---|---|
| Visuals # | 99 |
| Filters # | 7 |
| Visual Name | Visual Type |
|---|---|
| Label - Mgr Forecast Override | Textbox |
| Forecast Adjustment | Slicer |
| Forecast Adjustment and Blank | Stacked Column Chart |
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Overview | Action Button |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Company Logo | Image |
| KPI Bar 1 | Shape |
| Revenue won | KPI |
| KPI Bar 3 | Shape |
| Revenue goal | KPI |
| KPI Bar 2 | Shape |
| Qualified Pipeline | KPI |
| KPI Bar 4 | Shape |
| Forecast | KPI |
| Forecast by Location | Shape Map |
| Forecast by Territory | Matrix |
| Button - By Product | Action Button |
| Button - By Team / User | Action Button |
| Revenue and forecast by Product | Matrix |
| (Right click to drill to Users) | Line and Stacked Column Chart |
| Revenue Won and Revenue In Pipeline by Product LOB | Stacked Bar Chart |
| Revenue Open by Sales Stage | Funnel |
| Button Header - by Product | Shape |
| Button Header - by Manager | Shape |
| Text box | Textbox |
| Btn - Trend Analytics | Action Button |
| Btn - Pipeline | Action Button |
| Btn - Trend Analytics | Action Button |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Status | "Open", "Won" | Categorical | Opportunities |
| RELATIVE MONTH | NOT ( blank) AND >= -6 | Advanced | Opportunity Calendar |
| Sales Stage | All | Categorical | Opportunities |
| Product Category | All | Categorical | Products |
| Owner | All | Categorical | Owners |
| Product | All | Categorical | Products |
| Product Category | All | Categorical | Products |
| Page Name: Win/Loss Ratio Overview |
| Count | |
|---|---|
| Visuals # | 93 |
| Filters # | 6 |
| Visual Name | Visual Type |
|---|---|
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Overview | Action Button |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Company Logo | Image |
| KPI Bar 1 | Shape |
| KPI Bar 3 | Shape |
| KPI Bar 2 | Shape |
| All Open Revenue | KPI |
| KPI Bar 4 | Shape |
| Forecast | KPI |
| Win/Loss Ratio by Opportunity Owner | Table |
| Revenue and forecast by Product | Matrix |
| Button Header - by Product | Shape |
| Closing Percentage by Month | Line Chart |
| Closing Percentages | Stacked Bar Chart |
| systemuserid | Power Automate for Power BI |
| Closing Percentages | Clustered Column Chart |
| Btn - Trend Analytics | Action Button |
| Btn - Pipeline | Action Button |
| Btn - Trend Analytics | Action Button |
| Revenue Won | KPI |
| Win/Loss Percentage | KPI |
| Closing Percentages | Textbox |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| RELATIVE MONTH | NOT ( blank) AND >= -8 | Advanced | Opportunity Calendar |
| Sales Stage | All | Categorical | Opportunities |
| Product Category | All | Categorical | Products |
| Owner | All | Categorical | Owners |
| Product | All | Categorical | Products |
| Product Category | All | Categorical | Products |
| Page Name: Industries Overview |
| Count | |
|---|---|
| Visuals # | 83 |
| Filters # | 8 |
| Visual Name | Visual Type |
|---|---|
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Overview | Action Button |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Company Logo | Image |
| Revenue and forecast by Product | Matrix |
| Button Header - by Product | Shape |
| Btn - Trend Analytics | Action Button |
| Btn - Pipeline | Action Button |
| Sales by Industry | Matrix |
| Top Accounts | Table |
| Opportunity Count, Revenue Won and Revenue Won Average Deal Size by YEAR MONTH and Industry | Scatter Chart |
| Btn - Trend Analytics | Action Button |
| Revenue Won by YEAR MONTH | Line Chart |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| RELATIVE MONTH | NOT ( blank) AND >= -18 | Advanced | Opportunity Calendar |
| Sales Stage | All | Categorical | Opportunities |
| Product Category | All | Categorical | Products |
| Owner | All | Categorical | Owners |
| Product | All | Categorical | Products |
| Product Category | All | Categorical | Products |
| Industry | All | Advanced | Industries |
| IndustrySeq | NOT ( blank) AND NOT ( 0) | Advanced | Industries |
| Page Name: Pipeline Trends |
| Count | |
|---|---|
| Visuals # | 88 |
| Filters # | 8 |
| Visual Name | Visual Type |
|---|---|
| Table | Table |
| Revenue Open by Product Category and Territory | Stacked Bar Chart |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Overview | Action Button |
| Btn - Trends | Action Button |
| Company Logo | Image |
| KPI Bar 1 | Shape |
| Opportunity Count | KPI |
| KPI Bar 3 | Shape |
| Avg Days Remaining | KPI |
| KPI Bar 2 | Shape |
| Total Pipeline | KPI |
| KPI Bar 4 | Shape |
| Qualified Pipeline | KPI |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Btn - Insights | Action Button |
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Btn - Pipeline | Action Button |
| Btn - Trend Analytics | Action Button |
| Pipeline by Top Industries | Ribbon Chart |
| Text box | Textbox |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Status | "Open" | Categorical | Opportunities |
| Manager | All | Categorical | Owners |
| Owner | All | Categorical | Owners |
| Opportunity Owner Name | All | Categorical | Opportunities |
| Manager | All | Categorical | Owners |
| Product | All | Categorical | Products |
| Product Category | All | Categorical | Products |
| Industry | NOT (IN "n/a") | Categorical | Industries |
| Page Name: Trend Analytics |
| Count | |
|---|---|
| Visuals # | 93 |
| Filters # | 6 |
| Visual Name | Visual Type |
|---|---|
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Overview | Action Button |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Company Logo | Image |
| Revenue Won by Date | Line Chart |
| Close % by YEAR MONTH | Line Chart |
| Revenue Won by Date | Line Chart |
| Won Opportunities this month | KPI |
| Close Ratio | KPI |
| Avg Discount | KPI |
| Value In Pipeline | KPI |
| Revenue Open by PipelineStep | Shape |
| Revenue Open by PipelineStep | Shape |
| Revenue Open by PipelineStep | Shape |
| Revenue Open by PipelineStep | Shape |
| Shape | Shape |
| Shape | Shape |
| Shape | Shape |
| Shape | Shape |
| Btn - Pipeline | Action Button |
| Btn - Trend Analytics | Action Button |
| Revenue Won by YEAR MONTH | Line Chart |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| RELATIVE MONTH | < 0 AND >= -16 | Advanced | Opportunity Calendar |
| Sales Stage | All | Categorical | Opportunities |
| Product Category | All | Categorical | Products |
| Owner | All | Categorical | Owners |
| Product | All | Categorical | Products |
| Product Category | All | Categorical | Products |
| Page Name: Win/Loss Ratio Insights |
| Count | |
|---|---|
| Visuals # | 83 |
| Filters # | 9 |
| Visual Name | Visual Type |
|---|---|
| Win-Loss | Action Button |
| Day to close | Action Button |
| Discounting | Action Button |
| Revenue Won and Close % by Product Category | Line and Stacked Column Chart |
| Key Influencers | Key Influencers |
| Btn - Natural Lenguaje | Action Button |
| Btn - Decomposition | Action Button |
| Btn - Key Influences | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Company Logo | Image |
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Btn - Overview | Action Button |
| Close % by Product Category | Stacked Bar Chart |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Status | "Lost", "Won" | Categorical | Opportunities |
| Decision Maker Identified | All | Categorical | Opportunities |
| Purchase Process | All | Categorical | Opportunities |
| Industry | All | Categorical | Industries |
| Manager | All | Categorical | Owners |
| Owner | All | Categorical | Owners |
| Product Category | All | Categorical | Products |
| Product | All | Categorical | Products |
| Purchase Process | All | Categorical | Opportunities |
| Page Name: Days to Close Insights |
| Count | |
|---|---|
| Visuals # | 83 |
| Filters # | 9 |
| Visual Name | Visual Type |
|---|---|
| Win-Loss | Action Button |
| Day to close | Action Button |
| Discounting | Action Button |
| Btn - Natural Lenguaje | Action Button |
| Btn - Decomposition | Action Button |
| Btn - Key Influences | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Company Logo | Image |
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Btn - Overview | Action Button |
| Key Influencers | Key Influencers |
| Average of DaysToClose by Owner | Stacked Bar Chart |
| Average of DaysToClose by Industry | Stacked Bar Chart |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Status | "Lost", "Won" | Categorical | Opportunities |
| Decision Maker Identified | All | Categorical | Opportunities |
| Purchase Process | All | Categorical | Opportunities |
| Industry | All | Categorical | Industries |
| Manager | All | Categorical | Owners |
| Owner | All | Categorical | Owners |
| Product Category | All | Categorical | Products |
| Product | All | Categorical | Products |
| Purchase Process | All | Categorical | Opportunities |
| Page Name: Sales Discounting Insights |
| Count | |
|---|---|
| Visuals # | 83 |
| Filters # | 9 |
| Visual Name | Visual Type |
|---|---|
| Discount by Territory | Stacked Bar Chart |
| Day to close | Action Button |
| Win-Loss | Action Button |
| Discounting | Action Button |
| Discount by Manager/Owner | Stacked Bar Chart |
| Key Influencers | Key Influencers |
| Btn - Natural Lenguaje | Action Button |
| Btn - Decomposition | Action Button |
| Btn - Key Influences | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Company Logo | Image |
| Btn - Overview | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Status | NOT (IN "Lost") | Categorical | Opportunities |
| Decision Maker Identified | All | Categorical | Opportunities |
| Purchase Process | All | Categorical | Opportunities |
| Industry | All | Categorical | Industries |
| Manager | All | Categorical | Owners |
| Owner | All | Categorical | Owners |
| Product Category | All | Categorical | Products |
| Product | All | Categorical | Products |
| Purchase Process | All | Categorical | Opportunities |
| Page Name: Revenue Source Breakdown |
| Count | |
|---|---|
| Visuals # | 80 |
| Filters # | 9 |
| Visual Name | Visual Type |
|---|---|
| Opportunity Count by Owner and Manager | Stacked Bar Chart |
| Opportunity Count by Territory | Stacked Bar Chart |
| Decomposition tree | Decomposition Tree |
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Btn - Natural Lenguaje | Action Button |
| Btn - Decomposition | Action Button |
| Btn - Key Influences | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Btn - Overview | Action Button |
| Company Logo | Image |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Status | "Won" | Categorical | Opportunities |
| Decision Maker Identified | All | Categorical | Opportunities |
| Purchase Process | All | Categorical | Opportunities |
| Industry | All | Categorical | Industries |
| Manager | All | Categorical | Owners |
| Owner | All | Categorical | Owners |
| Product Category | All | Categorical | Products |
| Product | All | Categorical | Products |
| Purchase Process | All | Categorical | Opportunities |
| Page Name: Q&A Query |
| Count | |
|---|---|
| Visuals # | 78 |
| Filters # | 8 |
| Visual Name | Visual Type |
|---|---|
| Q&A | Q&A |
| Btn - Natural Language | Action Button |
| Btn - Decomposition | Action Button |
| Btn - Key Influences | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Btn - Overview | Action Button |
| Company Logo | Image |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Data Source |
|---|
| Excel.Workbook |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Decision Maker Identified | All | Categorical | Opportunities |
| Purchase Process | All | Categorical | Opportunities |
| Industry | All | Categorical | Industries |
| Manager | All | Categorical | Owners |
| Owner | All | Categorical | Owners |
| Product Category | All | Categorical | Products |
| Product | All | Categorical | Products |
| Purchase Process | All | Categorical | Opportunities |
| Page Name: Template |
| Count | |
|---|---|
| Visuals # | 74 |
| Filters # | 7 |
| Visual Name | Visual Type |
|---|---|
| V 38 | Action Button |
| V 39 | Action Button |
| V 01 | Action Button |
| V 26 | Action Button |
| V 27 | Action Button |
| V 28 | Action Button |
| V 29 | Action Button |
| V 30 | Action Button |
| V 32 | Action Button |
| V 33 | Action Button |
| V 31 | Action Button |
| V 34 | Action Button |
| V 35 | Action Button |
| V 36 | Action Button |
| V 37 | Action Button |
| V 25 | Action Button |
| V 24 | Action Button |
| V 23 | Action Button |
| V 22 | Action Button |
| V 21 | Action Button |
| V 20 | Action Button |
| V 19 | Action Button |
| V 18 | Action Button |
| V 17 | Action Button |
| V 16 | Action Button |
| V 15 | Action Button |
| V 14 | Action Button |
| V 13 | Action Button |
| V 12 | Action Button |
| V 11 | Action Button |
| V 10 | Action Button |
| V 09 | Action Button |
| V 08 | Action Button |
| V 07 | Action Button |
| V 06 | Action Button |
| V 05 | Action Button |
| V 04 | Action Button |
| V 03 | Action Button |
| V 02 | Action Button |
| H 14 | Action Button |
| H 15 | Action Button |
| H 16 | Action Button |
| H 17 | Action Button |
| H 18 | Action Button |
| H 19 | Action Button |
| H 13 | Action Button |
| H 12 | Action Button |
| H 11 | Action Button |
| H 20 | Action Button |
| H 10 | Action Button |
| H 09 | Action Button |
| H 08 | Action Button |
| H 07 | Action Button |
| H 06 | Action Button |
| H 05 | Action Button |
| H 04 | Action Button |
| H 03 | Action Button |
| H 02 | Action Button |
| H 01 | Action Button |
| Report Title | Textbox |
| Company Name | Action Button |
| Report Title Category | Textbox |
| Btn - Overview | Action Button |
| Btn - Trends | Action Button |
| Btn - Insights | Action Button |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Horizontal Shape | Shape |
| Company Logo | Image |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Status | "Open", "Won" | Categorical | Opportunities |
| RELATIVE MONTH | NOT ( blank) AND >= -6 | Advanced | Opportunity Calendar |
| Sales Stage | All | Categorical | Opportunities |
| Product Category | All | Categorical | Products |
| Owner | All | Categorical | Owners |
| Product | All | Categorical | Products |
| Product Category | All | Categorical | Products |
Visuals
| Visual Name: Sales Overview - Label - Mgr Forecast Override |
| Type: Textbox |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Forecast Adjustment |
| Type: Slicer |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 1 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunity Forecast Adjustment | Forecast Adjustment |
| Visual Name: Sales Overview - Forecast Adjustment and Blank |
| Type: Stacked Column Chart |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 2 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunity Forecast Adjustment | Forecast Adjustment | |
| Opportunities | Blank |
| Visual Name: Sales Overview - V 38 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 39 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 01 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 26 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 27 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 28 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 29 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 30 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 32 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 33 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 31 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 34 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 35 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 36 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 37 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 25 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 24 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 23 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 22 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 21 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 20 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 19 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 18 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 17 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 16 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 15 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 14 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 13 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 12 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 11 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 10 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 09 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 08 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 07 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 06 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 05 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 04 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 03 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - V 02 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 14 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 15 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 16 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 17 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 18 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 19 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 13 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 12 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 11 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 20 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 10 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 09 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 08 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 07 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 06 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 05 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 04 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 03 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 02 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - H 01 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Report Title |
| Type: Textbox |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Company Name |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Report Title Category |
| Type: Textbox |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Btn - Overview |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Btn - Trends |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Btn - Insights |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Company Logo |
| Type: Image |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - KPI Bar 1 |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Revenue won |
| Type: KPI |
| Count | |
|---|---|
| Measures # | 1 |
| Columns # | 1 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunities | Blank |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Revenue Won |
| Visual Name: Sales Overview - KPI Bar 3 |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Revenue goal |
| Type: KPI |
| Count | |
|---|---|
| Measures # | 1 |
| Columns # | 1 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunities | Blank |
| Table Name | Measure Name | Expression |
|---|---|---|
| owners | Rev Goal |
| Visual Name: Sales Overview - KPI Bar 2 |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Qualified Pipeline |
| Type: KPI |
| Count | |
|---|---|
| Measures # | 1 |
| Columns # | 1 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunities | Blank |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Revenue In Pipeline |
| Visual Name: Sales Overview - KPI Bar 4 |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Forecast |
| Type: KPI |
| Count | |
|---|---|
| Measures # | 1 |
| Columns # | 1 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunities | Blank |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Forecast % |
| Visual Name: Sales Overview - Forecast by Location |
| Type: Shape Map |
| Count | |
|---|---|
| Measures # | 3 |
| Columns # | 0 |
| Filters # | 0 |
| Table Name | Measure Name | Expression |
|---|---|---|
| owners | Rev Goal | |
| opportunities | Revenue Won | |
| opportunities | Revenue In Pipeline |
| Visual Name: Sales Overview - Forecast by Territory |
| Type: Matrix |
| Count | |
|---|---|
| Measures # | 3 |
| Columns # | 2 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Territories | Territory | |
| Accounts | State or Province |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Revenue In Pipeline | |
| opportunities | Forecast % | |
| opportunities | Revenue Won |
| Visual Name: Sales Overview - Button - By Product |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Button - By Team / User |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Revenue and forecast by Product |
| Type: Matrix |
| Count | |
|---|---|
| Measures # | 3 |
| Columns # | 2 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Products | Product Category | |
| Products | Product |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Revenue Won | |
| opportunities | Revenue In Pipeline | |
| opportunities | Forecast % |
| Visual Name: Sales Overview - (Right click to drill to Users) |
| Type: Line and Stacked Column Chart |
| Count | |
|---|---|
| Measures # | 3 |
| Columns # | 2 |
| Filters # | 1 |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Rev Goal | > 0 | Advanced | Owners |
| DB Name | Table Name | Field Name |
|---|---|---|
| Owners | Owner | |
| Owners | Manager |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Revenue Won | |
| opportunities | Revenue In Pipeline | |
| owners | Rev Goal |
| Visual Name: Sales Overview - Revenue Won and Revenue In Pipeline by Product LOB |
| Type: Stacked Bar Chart |
| Count | |
|---|---|
| Measures # | 2 |
| Columns # | 2 |
| Filters # | 1 |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Rev Goal | > 0 | Advanced | Owners |
| DB Name | Table Name | Field Name |
|---|---|---|
| Products | Product Category | |
| Products | Product |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Revenue Won | |
| opportunities | Revenue In Pipeline |
| Visual Name: Sales Overview - Revenue Open by Sales Stage |
| Type: Funnel |
| Count | |
|---|---|
| Measures # | 1 |
| Columns # | 1 |
| Filters # | 1 |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Status | "Open" | Categorical | Opportunities |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunities | Sales Stage |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Revenue Open |
| Visual Name: Sales Overview - Button Header - by Product |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Button Header - by Manager |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Text box |
| Type: Textbox |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Btn - Trend Analytics |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Btn - Pipeline |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Overview - Btn - Trend Analytics |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 38 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 39 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 01 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 26 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 27 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 28 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 29 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 30 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 32 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 33 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 31 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 34 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 35 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 36 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 37 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 25 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 24 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 23 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 22 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 21 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 20 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 19 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Overview - V 18 |
| Type: Action Button |
| Count | |
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| Type: Image |
| Count | |
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| Type: Matrix |
| Count | |
|---|---|
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| Columns # | 2 |
| Filters # | 0 |
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|---|---|---|
| Products | Product Category | |
| Products | Product |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Revenue Won | |
| opportunities | Revenue In Pipeline | |
| opportunities | Forecast % |
| Visual Name: Industries Overview - Button Header - by Product |
| Type: Shape |
| Count | |
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| Count | |
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|---|---|---|---|
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| Revenue Won | All | Advanced | Opportunities |
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| Count | |
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| Owners | Owner | |
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| opportunities | Revenue Won | |
| opportunities | Revenue In Pipeline |
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| opportunities | Revenue Won | |
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| Visual Name: Pipeline Trends - Table |
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| Opportunities | Rating | |
| Opportunities | Weeks Open | |
| Opportunities | Days Remaining In Pipeline | |
| Territories | Territory | |
| Industries | Industry |
| Visual Name: Pipeline Trends - Revenue Open by Product Category and Territory |
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| Product Category | All | Advanced | Products |
| OpportunitySeq | All | Advanced | Opportunities |
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| DB Name | Table Name | Field Name |
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| Count | |
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| Type: KPI |
| Count | |
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| Type: Action Button |
| Count | |
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| Campaigns | Campaign | |
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| Visual Name: Win/Loss Ratio Insights - Btn - Natural Lenguaje |
| Type: Action Button |
| Count | |
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| Count | |
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| Visual Name: Win/Loss Ratio Insights - V 38 |
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| Type: Action Button |
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| Visual Name: Win/Loss Ratio Insights - V 18 |
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| Visual Name: Win/Loss Ratio Insights - V 17 |
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| Count | |
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| Visual Name: Win/Loss Ratio Insights - V 16 |
| Type: Action Button |
| Count | |
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| Visual Name: Win/Loss Ratio Insights - V 15 |
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| Visual Name: Win/Loss Ratio Insights - V 14 |
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| Visual Name: Win/Loss Ratio Insights - V 13 |
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| Visual Name: Win/Loss Ratio Insights - V 12 |
| Type: Action Button |
| Count | |
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| Visual Name: Win/Loss Ratio Insights - V 11 |
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| Count | |
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| Count | |
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| Count | |
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| Type: Action Button |
| Count | |
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| Count | |
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| Visual Name: Win/Loss Ratio Insights - H 14 |
| Type: Action Button |
| Count | |
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| Visual Name: Win/Loss Ratio Insights - H 15 |
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| Count | |
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| Visual Name: Win/Loss Ratio Insights - H 16 |
| Type: Action Button |
| Count | |
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| Visual Name: Win/Loss Ratio Insights - H 17 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Win/Loss Ratio Insights - H 18 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Win/Loss Ratio Insights - H 19 |
| Type: Action Button |
| Count | |
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| Visual Name: Win/Loss Ratio Insights - H 13 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Win/Loss Ratio Insights - H 12 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Win/Loss Ratio Insights - H 11 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Win/Loss Ratio Insights - H 20 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Win/Loss Ratio Insights - H 10 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Win/Loss Ratio Insights - H 09 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - H 07 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - H 05 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - H 04 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - H 03 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - H 02 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - H 01 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - Horizontal Shape |
| Type: Shape |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - Horizontal Shape |
| Type: Shape |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - Horizontal Shape |
| Type: Shape |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - Horizontal Shape |
| Type: Shape |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - Btn - Overview |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Win/Loss Ratio Insights - Close % by Product Category |
| Type: Stacked Bar Chart |
| Count | |
|---|---|
| Measures # | 1 |
| Columns # | 1 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Products | Product Category |
| Table Name | Measure Name | Expression |
|---|---|---|
| opportunities | Close % |
| Visual Name: Days to Close Insights - Win-Loss |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Day to close |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Discounting |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Btn - Natural Lenguaje |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Btn - Decomposition |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Btn - Key Influences |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Report Title |
| Type: Textbox |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Company Name |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Report Title Category |
| Type: Textbox |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Btn - Trends |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Btn - Insights |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Company Logo |
| Type: Image |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 38 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 39 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 01 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 26 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 27 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 28 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 29 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 30 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 32 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 33 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
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| Visual Name: Days to Close Insights - V 31 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
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| Visual Name: Days to Close Insights - V 34 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 35 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
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| Visual Name: Days to Close Insights - V 36 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
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| Visual Name: Days to Close Insights - V 37 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 25 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 24 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 23 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 22 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 21 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 20 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 19 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 18 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 17 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 16 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 15 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 14 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 13 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 12 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 11 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 10 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 09 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 08 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 07 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 06 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 05 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 04 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 03 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - V 02 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
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| Visual Name: Days to Close Insights - H 14 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Days to Close Insights - H 15 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 16 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 17 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 18 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 19 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 13 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 12 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 11 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 20 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 10 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 09 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 08 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 07 |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 06 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 05 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 04 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 03 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 02 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - H 01 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Btn - Overview |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Days to Close Insights - Key Influencers |
| Type: Key Influencers |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 12 |
| Filters # | 6 |
| Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|
| Product | All | Categorical | Products |
| Owner | All | Categorical | Owners |
| Manager | All | Categorical | Owners |
| State or Province | All | Categorical | Accounts |
| Purchase Process | All | Categorical | Opportunities |
| Decision Maker Identified | All | Categorical | Opportunities |
| DB Name | Table Name | Field Name |
|---|---|---|
| Owners | Owner | |
| Opportunities | Purchase Process | |
| Products | Product | |
| Opportunities | Decision Maker Identified | |
| Opportunities | Value | |
| Owners | Manager | |
| Opportunities | DaysToClose | |
| Campaigns | Campaign | |
| Campaigns | Campaign Type | |
| Industries | Industry | |
| Territories | Territory | |
| Territories | Region |
| Visual Name: Days to Close Insights - Average of DaysToClose by Owner |
| Type: Stacked Bar Chart |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 2 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunities | DaysToClose | |
| Owners | Owner |
| Visual Name: Days to Close Insights - Average of DaysToClose by Industry |
| Type: Stacked Bar Chart |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 2 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunities | DaysToClose | |
| Industries | Industry |
| Visual Name: Sales Discounting Insights - Discount by Territory |
| Type: Stacked Bar Chart |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 2 |
| Filters # | 0 |
| DB Name | Table Name | Field Name |
|---|---|---|
| Opportunities | Discount | |
| Territories | Territory |
| Visual Name: Sales Discounting Insights - Day to close |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Discounting Insights - Win-Loss |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
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| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Sales Discounting Insights - Discount by Manager/Owner |
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| Count | |
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| Opportunities | Discount | |
| Owners | Owner | |
| Owners | Manager |
| Visual Name: Sales Discounting Insights - Key Influencers |
| Type: Key Influencers |
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| Product Category | All | Categorical | Products |
| Owner | All | Categorical | Owners |
| Manager | All | Categorical | Owners |
| Industry | All | Categorical | Industries |
| State or Province | All | Categorical | Accounts |
| Region | All | Categorical | Territories |
| Territory | All | Categorical | Territories |
| Purchase Process | All | Categorical | Opportunities |
| Decision Maker Identified | All | Categorical | Opportunities |
| DB Name | Table Name | Field Name |
|---|---|---|
| Products | Product | |
| Opportunities | Discount | |
| Owners | Manager | |
| Owners | Owner | |
| Products | Product Category | |
| Industries | Industry | |
| Campaigns | Campaign | |
| Campaigns | Campaign Type | |
| Territories | Region | |
| Territories | Territory |
| Visual Name: Sales Discounting Insights - Btn - Natural Lenguaje |
| Type: Action Button |
| Count | |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Discounting Insights - Btn - Decomposition |
| Type: Action Button |
| Count | |
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| Visual Name: Sales Discounting Insights - Btn - Key Influences |
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| Columns # | 0 |
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| Visual Name: Sales Discounting Insights - Company Name |
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| Filters # | 0 |
| Visual Name: Sales Discounting Insights - Report Title Category |
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| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Discounting Insights - Btn - Trends |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Discounting Insights - Btn - Insights |
| Type: Action Button |
| Count | |
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| Visual Name: Sales Discounting Insights - Company Logo |
| Type: Image |
| Count | |
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| Filters # | 0 |
| Visual Name: Sales Discounting Insights - Btn - Overview |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Sales Discounting Insights - Horizontal Shape |
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| Count | |
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| Visual Name: Sales Discounting Insights - Horizontal Shape |
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| Count | |
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| Visual Name: Sales Discounting Insights - V 38 |
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| Visual Name: Sales Discounting Insights - V 39 |
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| Visual Name: Sales Discounting Insights - V 26 |
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| Visual Name: Sales Discounting Insights - V 27 |
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| Visual Name: Sales Discounting Insights - V 28 |
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| Visual Name: Sales Discounting Insights - V 29 |
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| Visual Name: Sales Discounting Insights - V 32 |
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| Visual Name: Sales Discounting Insights - V 33 |
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| Visual Name: Revenue Source Breakdown - Opportunity Count by Owner and Manager |
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| DB Name | Table Name | Field Name |
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| Owners | Owner | |
| Owners | Manager |
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| Visual Name: Revenue Source Breakdown - Opportunity Count by Territory |
| Type: Stacked Bar Chart |
| Count | |
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| Table Name | Measure Name | Expression |
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| opportunities | Opportunity Count |
| Visual Name: Revenue Source Breakdown - Decomposition tree |
| Type: Decomposition Tree |
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| Products | Product | |
| Products | Product Category | |
| Opportunities | Value | |
| Industries | Industry | |
| Territories | Territory | |
| Owners | Owner | |
| Campaigns | Campaign |
| Visual Name: Revenue Source Breakdown - V 38 |
| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Count | |
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| Visual Name: Revenue Source Breakdown - H 14 |
| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Count | |
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| Visual Name: Revenue Source Breakdown - H 19 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 13 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 12 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 11 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 20 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 10 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 09 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 08 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 07 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 06 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 05 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 04 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 03 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 02 |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - H 01 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Revenue Source Breakdown - Horizontal Shape |
| Type: Shape |
| Count | |
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| Visual Name: Revenue Source Breakdown - Horizontal Shape |
| Type: Shape |
| Count | |
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| Visual Name: Revenue Source Breakdown - Btn - Natural Lenguaje |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - Btn - Decomposition |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - Btn - Key Influences |
| Type: Action Button |
| Count | |
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| Visual Name: Revenue Source Breakdown - Report Title |
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| Visual Name: Revenue Source Breakdown - Company Name |
| Type: Action Button |
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| Visual Name: Revenue Source Breakdown - Btn - Trends |
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| Visual Name: Revenue Source Breakdown - Btn - Insights |
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| Visual Name: Revenue Source Breakdown - Btn - Overview |
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| Visual Name: Revenue Source Breakdown - Company Logo |
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|---|---|---|
| Owners | Owner | |
| Products | Product | |
| Opportunities | Discount | |
| Industries | Industry | |
| Territories | Territory | |
| Territories | Region | |
| Products | Product Category | |
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| Visual Name: Q&A Query - Btn - Natural Language |
| Type: Action Button |
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| Count | |
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| Visual Name: Q&A Query - V 38 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 39 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 01 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 26 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 27 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 28 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 29 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 30 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 32 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 33 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 31 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 34 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 35 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 36 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 37 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 25 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 24 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 23 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 22 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 21 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 20 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 19 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 18 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 17 |
| Type: Action Button |
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| Visual Name: Q&A Query - V 16 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 15 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 14 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 13 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 12 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 11 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 10 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 09 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 08 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 07 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - V 06 |
| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - H 14 |
| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - H 11 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - H 20 |
| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - H 10 |
| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Visual Name: Q&A Query - H 03 |
| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Type: Action Button |
| Count | |
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| Visual Name: Template - V 38 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 39 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 01 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 26 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 27 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 28 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 29 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 30 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 32 |
| Type: Action Button |
| Count | |
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| Filters # | 0 |
| Visual Name: Template - V 33 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 31 |
| Type: Action Button |
| Count | |
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| Filters # | 0 |
| Visual Name: Template - V 34 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 35 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
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| Visual Name: Template - V 36 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 37 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 25 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 24 |
| Type: Action Button |
| Count | |
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| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 23 |
| Type: Action Button |
| Count | |
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| Filters # | 0 |
| Visual Name: Template - V 22 |
| Type: Action Button |
| Count | |
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| Filters # | 0 |
| Visual Name: Template - V 21 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 20 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 19 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 18 |
| Type: Action Button |
| Count | |
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| Filters # | 0 |
| Visual Name: Template - V 17 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 16 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 15 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 14 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 13 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 12 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 11 |
| Type: Action Button |
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| Visual Name: Template - V 10 |
| Type: Action Button |
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| Visual Name: Template - V 09 |
| Type: Action Button |
| Count | |
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| Visual Name: Template - V 08 |
| Type: Action Button |
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| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 07 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 06 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 05 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 04 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 03 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - V 02 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 14 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 15 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 16 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 17 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 18 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 19 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 13 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 12 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 11 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 20 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 10 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 09 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 08 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 07 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 06 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 05 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 04 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 03 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 02 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - H 01 |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Report Title |
| Type: Textbox |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Company Name |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Report Title Category |
| Type: Textbox |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Btn - Overview |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Btn - Trends |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Btn - Insights |
| Type: Action Button |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Horizontal Shape |
| Type: Shape |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
| Visual Name: Template - Company Logo |
| Type: Image |
| Count | |
|---|---|
| Measures # | 0 |
| Columns # | 0 |
| Filters # | 0 |
Bookmarks
| Bookmark Name: Overview - By Manager |
| Count | |
|---|---|
| Visuals # | 92 |
| Filters # | 40 |
| Visual Name | Visual Type | Hidden? |
|---|---|---|
| Label - Mgr Forecast Override | Textbox | No |
| Forecast Adjustment | Slicer | No |
| Forecast Adjustment and Blank | Stacked Column Chart | No |
| V 38 | Action Button | No |
| V 39 | Action Button | No |
| V 01 | Action Button | No |
| V 26 | Action Button | No |
| V 27 | Action Button | No |
| V 28 | Action Button | No |
| V 29 | Action Button | No |
| V 30 | Action Button | No |
| V 32 | Action Button | No |
| V 33 | Action Button | No |
| V 31 | Action Button | No |
| V 34 | Action Button | No |
| V 35 | Action Button | No |
| V 36 | Action Button | No |
| V 37 | Action Button | No |
| V 25 | Action Button | No |
| V 24 | Action Button | No |
| V 23 | Action Button | No |
| V 22 | Action Button | No |
| V 21 | Action Button | No |
| V 20 | Action Button | No |
| V 19 | Action Button | No |
| V 18 | Action Button | No |
| V 17 | Action Button | No |
| V 16 | Action Button | No |
| V 15 | Action Button | No |
| V 14 | Action Button | No |
| V 13 | Action Button | No |
| V 12 | Action Button | No |
| V 11 | Action Button | No |
| V 10 | Action Button | No |
| V 09 | Action Button | No |
| V 08 | Action Button | No |
| V 07 | Action Button | No |
| V 06 | Action Button | No |
| V 05 | Action Button | No |
| V 04 | Action Button | No |
| V 03 | Action Button | No |
| V 02 | Action Button | No |
| H 14 | Action Button | No |
| H 15 | Action Button | No |
| H 16 | Action Button | No |
| H 17 | Action Button | No |
| H 18 | Action Button | No |
| H 19 | Action Button | No |
| H 13 | Action Button | No |
| H 12 | Action Button | No |
| H 11 | Action Button | No |
| H 20 | Action Button | No |
| H 10 | Action Button | No |
| H 09 | Action Button | No |
| H 08 | Action Button | No |
| H 07 | Action Button | No |
| H 06 | Action Button | No |
| H 05 | Action Button | No |
| H 04 | Action Button | No |
| H 03 | Action Button | No |
| H 02 | Action Button | No |
| H 01 | Action Button | No |
| Report Title | Textbox | No |
| Company Name | Action Button | No |
| Report Title Category | Textbox | No |
| Btn - Overview | Action Button | No |
| Btn - Trends | Action Button | No |
| Btn - Insights | Action Button | No |
| Horizontal Shape | Shape | No |
| Horizontal Shape | Shape | No |
| Horizontal Shape | Shape | No |
| Horizontal Shape | Shape | No |
| Company Logo | Image | No |
| KPI Bar 1 | Shape | No |
| Revenue won | KPI | No |
| KPI Bar 3 | Shape | No |
| Revenue goal | KPI | No |
| KPI Bar 2 | Shape | No |
| Qualified Pipeline | KPI | No |
| KPI Bar 4 | Shape | No |
| Forecast | KPI | No |
| Forecast by Location | Shape Map | No |
| Forecast by Territory | Matrix | No |
| Button - By Product | Action Button | No |
| Button - By Team / User | Action Button | No |
| Revenue and forecast by Product | Matrix | Yes |
| (Right click to drill to Users) | Line and Stacked Column Chart | No |
| Revenue Won and Revenue In Pipeline by Product LOB | Stacked Bar Chart | No |
| Revenue Open by Sales Stage | Funnel | No |
| Button Header - by Product | Shape | Yes |
| Button Header - by Manager | Shape | No |
| Text box | Textbox | No |
| Object Name | Object Type | Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|---|---|
| Sales Overview | Page | Product | All | Categorical | Products |
| Sales Overview | Page | Product Category | All | Categorical | Products |
| Sales Overview | Page | Region | All | Categorical | Accounts |
| Sales Overview | Page | Territory | All | Categorical | Accounts |
| Sales Overview | Page | Status | "Open", "Won" | Categorical | Opportunities |
| Sales Overview | Page | RELATIVE MONTH | NOT ( blank) AND >= -6 | Advanced | Opportunity Calendar |
| Sales Overview | Page | Sales Stage | All | Categorical | Opportunities |
| Sales Overview | Page | Product Category | All | Categorical | Products |
| Sales Overview | Page | Owner | All | Categorical | Owners |
| Forecast Adjustment | Visual | Forecast Adjustment | All | Advanced | Opportunity Forecast Adjustment |
| Forecast Adjustment and Blank | Visual | Forecast Adjustment | All | Advanced | Opportunity Forecast Adjustment |
| Forecast Adjustment and Blank | Visual | Blank | All | Advanced | Opportunity Forecast Adjustment |
| Revenue won | Visual | Revenue Won | All | Advanced | Opportunities |
| Revenue won | Visual | Blank | All | Advanced | Opportunities |
| Revenue goal | Visual | Rev Goal | All | Advanced | Owners |
| Revenue goal | Visual | Blank | All | Advanced | Opportunities |
| Qualified Pipeline | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Qualified Pipeline | Visual | Blank | All | Advanced | Opportunities |
| Forecast | Visual | Forecast % | All | Advanced | Opportunities |
| Forecast | Visual | Blank | All | Advanced | Opportunities |
| Forecast by Location | Visual | Accounts (State or Province) | All | Categorical | Accounts |
| Forecast by Location | Visual | Accounts (City) | All | Advanced | Accounts |
| Forecast by Location | Visual | Accounts (State or Province) | All | Advanced | Accounts |
| Forecast by Location | Visual | Rev Goal | All | Advanced | Owners |
| Forecast by Location | Visual | Revenue Won | All | Advanced | Opportunities |
| Forecast by Location | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Forecast by Territory | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Forecast by Territory | Visual | Forecast % | All | Advanced | Opportunities |
| Forecast by Territory | Visual | Territory | All | Categorical | Territories |
| Forecast by Territory | Visual | State or Province | All | Categorical | Accounts |
| Forecast by Territory | Visual | Revenue Won | All | Advanced | Opportunities |
| Revenue and forecast by Product | Visual | Revenue Won | All | Advanced | Opportunities |
| Revenue and forecast by Product | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Revenue and forecast by Product | Visual | Forecast % | All | Advanced | Opportunities |
| Revenue and forecast by Product | Visual | Product Category | All | Categorical | Products |
| Revenue and forecast by Product | Visual | Product | All | Categorical | Products |
| (Right click to drill to Users) | Visual | Rev Goal | > 0 | Advanced | Owners |
| (Right click to drill to Users) | Visual | Revenue Won | All | Advanced | Opportunities |
| (Right click to drill to Users) | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| (Right click to drill to Users) | Visual | Owner | All | Categorical | Owners |
| (Right click to drill to Users) | Visual | Manager | All | Categorical | Owners |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Rev Goal | > 0 | Advanced | Owners |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Product Category | All | Categorical | Products |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Revenue Won | All | Advanced | Opportunities |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Product | All | Categorical | Products |
| Revenue Open by Sales Stage | Visual | Status | "Open" | Categorical | Opportunities |
| Revenue Open by Sales Stage | Visual | Sales Stage | All | Categorical | Opportunities |
| Revenue Open by Sales Stage | Visual | Revenue Open | All | Advanced | Opportunities |
| Bookmark Name: Overview - By Product |
| Count | |
|---|---|
| Visuals # | 92 |
| Filters # | 40 |
| Visual Name | Visual Type | Hidden? |
|---|---|---|
| Label - Mgr Forecast Override | Textbox | No |
| Forecast Adjustment | Slicer | No |
| Forecast Adjustment and Blank | Stacked Column Chart | No |
| V 38 | Action Button | No |
| V 39 | Action Button | No |
| V 01 | Action Button | No |
| V 26 | Action Button | No |
| V 27 | Action Button | No |
| V 28 | Action Button | No |
| V 29 | Action Button | No |
| V 30 | Action Button | No |
| V 32 | Action Button | No |
| V 33 | Action Button | No |
| V 31 | Action Button | No |
| V 34 | Action Button | No |
| V 35 | Action Button | No |
| V 36 | Action Button | No |
| V 37 | Action Button | No |
| V 25 | Action Button | No |
| V 24 | Action Button | No |
| V 23 | Action Button | No |
| V 22 | Action Button | No |
| V 21 | Action Button | No |
| V 20 | Action Button | No |
| V 19 | Action Button | No |
| V 18 | Action Button | No |
| V 17 | Action Button | No |
| V 16 | Action Button | No |
| V 15 | Action Button | No |
| V 14 | Action Button | No |
| V 13 | Action Button | No |
| V 12 | Action Button | No |
| V 11 | Action Button | No |
| V 10 | Action Button | No |
| V 09 | Action Button | No |
| V 08 | Action Button | No |
| V 07 | Action Button | No |
| V 06 | Action Button | No |
| V 05 | Action Button | No |
| V 04 | Action Button | No |
| V 03 | Action Button | No |
| V 02 | Action Button | No |
| H 14 | Action Button | No |
| H 15 | Action Button | No |
| H 16 | Action Button | No |
| H 17 | Action Button | No |
| H 18 | Action Button | No |
| H 19 | Action Button | No |
| H 13 | Action Button | No |
| H 12 | Action Button | No |
| H 11 | Action Button | No |
| H 20 | Action Button | No |
| H 10 | Action Button | No |
| H 09 | Action Button | No |
| H 08 | Action Button | No |
| H 07 | Action Button | No |
| H 06 | Action Button | No |
| H 05 | Action Button | No |
| H 04 | Action Button | No |
| H 03 | Action Button | No |
| H 02 | Action Button | No |
| H 01 | Action Button | No |
| Report Title | Textbox | No |
| Company Name | Action Button | No |
| Report Title Category | Textbox | No |
| Btn - Overview | Action Button | No |
| Btn - Trends | Action Button | No |
| Btn - Insights | Action Button | No |
| Horizontal Shape | Shape | No |
| Horizontal Shape | Shape | No |
| Horizontal Shape | Shape | No |
| Horizontal Shape | Shape | No |
| Company Logo | Image | No |
| KPI Bar 1 | Shape | No |
| Revenue won | KPI | No |
| KPI Bar 3 | Shape | No |
| Revenue goal | KPI | No |
| KPI Bar 2 | Shape | No |
| Qualified Pipeline | KPI | No |
| KPI Bar 4 | Shape | No |
| Forecast | KPI | No |
| Forecast by Location | Shape Map | No |
| Forecast by Territory | Matrix | No |
| Button - By Product | Action Button | No |
| Button - By Team / User | Action Button | No |
| Revenue and forecast by Product | Matrix | No |
| (Right click to drill to Users) | Line and Stacked Column Chart | Yes |
| Revenue Won and Revenue In Pipeline by Product LOB | Stacked Bar Chart | No |
| Revenue Open by Sales Stage | Funnel | No |
| Button Header - by Product | Shape | No |
| Button Header - by Manager | Shape | Yes |
| Text box | Textbox | Yes |
| Object Name | Object Type | Field Name | Selected Field Value(s) | Type | Source |
|---|---|---|---|---|---|
| Sales Overview | Page | Product | All | Categorical | Products |
| Sales Overview | Page | Product Category | All | Categorical | Products |
| Sales Overview | Page | Region | All | Categorical | Accounts |
| Sales Overview | Page | Territory | All | Categorical | Accounts |
| Sales Overview | Page | Status | "Open", "Won" | Categorical | Opportunities |
| Sales Overview | Page | RELATIVE MONTH | NOT ( blank) AND >= -6 | Advanced | Opportunity Calendar |
| Sales Overview | Page | Sales Stage | All | Categorical | Opportunities |
| Sales Overview | Page | Product Category | All | Categorical | Products |
| Sales Overview | Page | Owner | All | Categorical | Owners |
| Forecast Adjustment | Visual | Forecast Adjustment | All | Advanced | Opportunity Forecast Adjustment |
| Forecast Adjustment and Blank | Visual | Forecast Adjustment | All | Advanced | Opportunity Forecast Adjustment |
| Forecast Adjustment and Blank | Visual | Blank | All | Advanced | Opportunity Forecast Adjustment |
| Revenue won | Visual | Revenue Won | All | Advanced | Opportunities |
| Revenue won | Visual | Blank | All | Advanced | Opportunities |
| Revenue goal | Visual | Rev Goal | All | Advanced | Owners |
| Revenue goal | Visual | Blank | All | Advanced | Opportunities |
| Qualified Pipeline | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Qualified Pipeline | Visual | Blank | All | Advanced | Opportunities |
| Forecast | Visual | Forecast % | All | Advanced | Opportunities |
| Forecast | Visual | Blank | All | Advanced | Opportunities |
| Forecast by Location | Visual | Accounts (State or Province) | All | Categorical | Accounts |
| Forecast by Location | Visual | Accounts (City) | All | Advanced | Accounts |
| Forecast by Location | Visual | Accounts (State or Province) | All | Advanced | Accounts |
| Forecast by Location | Visual | Rev Goal | All | Advanced | Owners |
| Forecast by Location | Visual | Revenue Won | All | Advanced | Opportunities |
| Forecast by Location | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Forecast by Territory | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Forecast by Territory | Visual | Forecast % | All | Advanced | Opportunities |
| Forecast by Territory | Visual | Territory | All | Categorical | Territories |
| Forecast by Territory | Visual | State or Province | All | Categorical | Accounts |
| Forecast by Territory | Visual | Revenue Won | All | Advanced | Opportunities |
| Revenue and forecast by Product | Visual | Revenue Won | All | Advanced | Opportunities |
| Revenue and forecast by Product | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Revenue and forecast by Product | Visual | Forecast % | All | Advanced | Opportunities |
| Revenue and forecast by Product | Visual | Product Category | All | Categorical | Products |
| Revenue and forecast by Product | Visual | Product | All | Categorical | Products |
| (Right click to drill to Users) | Visual | Rev Goal | > 0 | Advanced | Owners |
| (Right click to drill to Users) | Visual | Revenue Won | All | Advanced | Opportunities |
| (Right click to drill to Users) | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| (Right click to drill to Users) | Visual | Owner | All | Categorical | Owners |
| (Right click to drill to Users) | Visual | Manager | All | Categorical | Owners |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Rev Goal | > 0 | Advanced | Owners |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Product Category | All | Categorical | Products |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Revenue Won | All | Advanced | Opportunities |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Revenue In Pipeline | All | Advanced | Opportunities |
| Revenue Won and Revenue In Pipeline by Product LOB | Visual | Product | All | Categorical | Products |
| Revenue Open by Sales Stage | Visual | Status | "Open" | Categorical | Opportunities |
| Revenue Open by Sales Stage | Visual | Sales Stage | All | Categorical | Opportunities |
| Revenue Open by Sales Stage | Visual | Revenue Open | All | Advanced | Opportunities |