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2I have the need to build the following charts in a new Dashboard:
1. Top 20 Opportunities won Chart
- So the filter would be status = Won, and I need to bring in Customer, est annual revenue and date
- I need to sort on Industry (or is there a way to do it by month), meaning when the user is on the dashboard, looking at this chart, can there be some type of sorting option that the user can select a certain industry that they want to see, but still see the Top 20 Opportunities then for that Industry.
2. All Opportunities Top 20 By Revenue Chart
- Need to show all Opportunities and when they were created and date.
- Need to sort by Industry (or can I do this by month some how), meaning when the user is on the dashboard, looking at this chart, can there be some type of sorting option that the user can select a certain industry that they want to see, but still see the Top 20 Opportunities then for that Industry.
3. Opportunity Pipeline Chart
- Need a funnel chart to show all Opportunities in an Open status, but need to sort by Industry.
- So the small end of the funnel should be like 80%, then 60%, etc.. up to the base of the funnel. Again, need to sort by Industry some how.
Also, how can I imbed a Power BI report into one of the spots on the dashboard?
Thank you for your help with this, I appreciate it.
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