Power BI Open Deals Dashboard for Sales Reps
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Overview
Overview
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 the specific 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. Note ID517 is required to be installed in order for ID473 to work.
Type of Output: On Demand Report Power BI Report
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Sample
Sample
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Variables
Variables
NONE
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Alert Functionality
Alert Functionality
-See here for getting Power BI in place.
-Click here to download the file
For ECi Hosted clients: We work with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.
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Power BI Reporting
Power BI Reporting
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Related Alerts
Related Alerts
ID517 - Sales Order Insights Power BI Report
See full list of all Power BI reports that we currently have available
https://support.ceojuice.com/hc/en-us/sections/360011259132-Power-BI-Reports
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Webinar
Webinar
**COMING SOON**
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