sales consolidation of commercial team / Consolidación de ventas del equipo
Hola a todos!.
Estoy tratando de hacer un informe que consolide las ventas de todo el equipo comercial, pero no logro realizarlo, ya que cuando cada vendedor revisa el informe, solo ve lo que le corresponde a ese vendedor, y no puede ver las acciones de los otros vendedores.
Necesito que todos vean todo dentro del informe de ventas, y no de forma unitaria.
Gracias de antemano.
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Hello everyone!.
I am trying to make a report that consolidates the sales of the entire sales team, but I cannot do it, since when each salesperson reviews the report, they only see what corresponds to that salesperson, and cannot see the actions of the other salespeople. .
I need everyone to see everything within the sales report, and not in a unitary way.
Best Regards.
Answers
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I would suggest considering building a data pipeline using Coupler. You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets. You can read more about building a data pipeline for Pipedrive in this article.
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