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
- Select the Horizontal Bar chart.
- Categories > User Responsible. Drag User Responsible to the X-Axis.
- Values > Bid Amount. Drag Bid Amount to the Y-Axis.
- Values > Bid Amount. Drag Bid Amount to Filters. Select is not empty from the dropdown. Click Apply.
- Categories > Pipeline. Drag Pipeline In to Filters. Select any Pipelines you want to be applied to your graph. Click Apply.