Dashboard Card Example #4: New Business by Sales Rep

What this card is for: To see which members of your sales team are pulling in the most new business. 

New Business by Sales Rep

  1. Select the Horizontal Bar chart.
  2. Categories > User Responsible. Drag User Responsible to the X-Axis.
    Opps_by_state_10.gif
  3. Values > Bid Amount. Drag Bid Amount to the Y-Axis.
    Opps_by_state_11.gif
  4. Values > Bid Amount. Drag Bid Amount to Filters. Select is not empty from the dropdown. Click Apply.
    Opps_by_state_12.gif
  5. Categories > Pipeline. Drag Pipeline In to Filters. Select any Pipelines you want to be applied to your graph. Click Apply.
    Opps_by_state_13.gif
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