ID473
Power BI Open Deals Dashboard for Sales Reps
Output Type: Power BI Report
DOWNLOAD THE TEMPLATE HERE.
This is a redacted version of ID517 Sales Orders insights in which we have incorporated Row Level Security (RLS) and show only information on equipment deals, relevant to Sales Reps / Managers. This lets the reps track the status of their deals.
Report should refresh up to 8 times per day for Pro licensed clients, ID517 is required to be installed and running
