Sales Pipeline Manager (PBI)
The following is the list of articles to get started with using the Sales Pipeline Manager in Power BI template. You should have received two Excel file...
Fri, 25 Aug, 2023 at 12:35 PM
Here is the overview of the steps to follow for the Sales Pipeline Manager (CRM) Power BI. Note: All files need to be uploaded to Microsoft OneDrive/Sha...
Tue, 10 Sep, 2024 at 5:48 PM
Before setting up the parameters, please note the following: 1. All of the Sales person data files to be present in a "Data" folder in SharePo...
Fri, 25 Aug, 2023 at 12:34 PM
These are the limitations of the Sales Pipeline Manager in Power BI: 1. There are only 12 stages in the sales funnel (by default first is NEW and the la...
Fri, 25 Aug, 2023 at 12:34 PM
1. How to modify the Power BI Report theme colors? Step by Step instructions 2. How to modify formatting of a specific visual? Step by Step ins...
Thu, 7 Dec, 2023 at 5:02 PM