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. 

Click the images below to enlarge them.

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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