Chat with our AI agent
ID473
Power BI Reps Open Deals Dashboard
Output Type: Power BI Report

This is a reduced 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 must also be in place. 

Related Alerts
ID # Description Notes Required
ID348 Update Reps on Equipment Orders No
ID517 Power BI Sales Orders Insights Yes
ID452 API For External Action Items No

Juice Agent - Powered by GPT4 and augmented with everything we know

Loading...