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Monthly Tracking Dashboard for Engagement

krishnabsharma

New Member
Hi There,

Greetings!

I am looking for monthly dashboard to track the engagements/opportunities.

Problem Statement - Need a monthly dashboard with below requirements -
  1. Current State wise data
  2. DM wise data
  3. Current State & Last Month State comparison (Not sure how to derive Last month state when i will be next month. e.g. If i start tracking from now onwards, Last month tracking will be enabled in Aug - so how can i have the July data in Last Month Column with minimum efforts)
  4. Ageing wise data
  5. Next action for an opportunity & the Action Owner wise
Can this all be possible in one-go view without any click or selection to the user?

Input - As i am not having access to upload the data file for security concerns, giving the snapshot of the data - pls help me,

upload_2014-7-7_21-5-42.png

I am trying to do this but not able to crack it. Could someone please help me here and get me through this?

Thanks & Regards,
Krishna
 
Hi Krishna,

Could you design the Output required and attacth it

Only then we would be able to guide you
 
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