You are preparing to design a solution that makes use of Microsoft Teams and Power Platform.
The Sales team has a Sales Log workbook, which stores Requests for quotes, that has to be converted to a Common Data Service database.
The Sales team has their own Teams channel. You have been informed that the Sales dashboard must exist in the Sales channel and should contain data regarding the following:
✑ Active quotes.
✑ Sales pipeline.
✑ Year-to-date sales KPIs for sales quotas by region.
You have also been informed that Sales-related documents should be stored in folders in the Sales channel's file location, and that document versioning will be enabled.
You need to create the visualizations for the Sales dashboard.
You only make use of Power BI Desktop.
Does the action achieve your objective?
platformsofpower
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