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

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
Greetings!
I am looking for monthly dashboard to track the engagements/opportunities.
Problem Statement - Need a monthly dashboard with below requirements -
- Current State wise data
- DM wise data
- 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)
- Ageing wise data
- Next action for an opportunity & the Action Owner wise
Input - As i am not having access to upload the data file for security concerns, giving the snapshot of the data - pls help me,

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