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Hello,
I need to create a dashboard to track Quotas for our sales Team. I can get this done using parameters, slicers and calc groups. But the way I would do would have a dozen slicers and so many options. I'm having a tough time figuring out how to sync or use the least amount of tools to get the job done to keep the page as clutterless as possible.
I have all my quotas in PBI already and all the measures created. Basically different iterations of "Jan Quota = SUM(Quota_24'[Jan Quota]).
The execs/managers want to pick a product and then see 'Actuals' against Q1 quota and then get the % of that quota for each salesperson in a matrix. Similar to the lower part of the picture.
How can I operate this all with the fewest clicks?
That's a report, not a dashboard.
Enable "Personalize Visuals" and teach your managers/execs how to use it. No, seriously. We did that, and our managers _love_ that feature.
Check out the November 2025 Power BI update to learn about new features.
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