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fahadarshad
Helper I
Helper I

how do I model my sales pipeline

Hello everyone

 

Here is my sample data

 

My pipeline goes from opportunity to quote to contract to orders

 

all these four entities are kept in seperate tables with opportunity Id being the unique key amongst them

 

I want to build a visualization that can give me the flow of my pipeline based on these stages using the stream graph.

 

how do i build a resulting table tat can give me that visualiztion in Power BI?

 

 

1 REPLY 1
Eric_Zhang
Microsoft Employee
Microsoft Employee

@fahadarshad

Thanks for uploading the sample data, that makes your requirement clear.

According to the description in your sample data, you can either created a calculated column with RELATEDTABLE or  Measures with IF conditions. May I know where did you get stuck?

 

By the way, the sample data and requirement looks an assignment/task that you'' have to complete by yourself,  we won't give completed solution but suggestions.

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