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RevOps608
Helper II
Helper II

Lots of columns to choose from - Use Switch/Selectedvalue/Calc group or Parameters

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? 

 

save.png

1 REPLY 1
lbendlin
Super User
Super User

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.

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