The following describes a functionality that is implemented in the system.
User Story ID | 4127 |
User Story Name | Modify CRM Sales Insights Report |
Overview | We have made a modification to the Power BI report: OPT CRM Sales Insight, with the objective of comparing by month, quarter, semester, or year. the current period with the previous period. |
How to Use it | To use this functionality, we must enter the Dashboards menu, then select the dashboard: OPT CRM Sales Insights and then enter the tab: Won Opportunities different periods, the system will show a comparative table between periods. |