Every salesperson has a different way to look at their data. Some may like it at a high-level territory or practice the sales pipeline overview, whereas others may like to see data at a micro level, drilling through to individual salesperson performance. Either way, providing a dashboard with a summary of the data real time is a huge advantage to every user.
Now that we have all our core datasets built-in the Power BI Designer, we can start to construct our summary-level information. An interactive sales dashboard with summary information can be built with a simple grouping or pivoting, just like you would in Excel.
Using the Power BI Designer, let's prepare the data for salespersons to see summary-level totals. To do this, we need to group and pivot the Dynamics CRM sales datasets to show the sales summary information, including sales by status and stage, lost revenue by product and territory, and calculate the number of days a sales opportunity...