Ability to Group by a Logical Column across multiple dimensions
Hi,
My use case is I want to build a card based on 3 Dimensions,
1- Account,
2- Solution Play (tagged to the Opportunity)
3-Logical grouping (Engagement Stages).
Engagement Stages (Grouping) | Logic |
Consideration (C) | If an Opty exist in Stage 0, Stage 1, Stage 2 |
Negotiation (N) | If an Opty exist in Stage 3, Stage 4 |
Vendor Selection (VS) | If an Opty exist in Stage 5 |
Closed Won (CW) | If an Opty exist in Stage 6 and contract booked |
I would want a report like,
Target Account | Sol Play1 | Sol Play2 | Sol Play3 | Sol Play4 |
Bank of America | C,N | C,CW | VS | VS,CW |
Meaning,
Bank of America has an Opty In Stage 1/Stage 2 (consideration -C)across Sol Play1, Sol Play2.
Bank of America has an Opty In Stage 3/Stage 4 (Negotiation-N) across Sol Play1
Bank of America has an Opty In Stage 5 (Vendor Selection -VS)across Sol Play3.
Bank of America has an Opty In Stage 6 (Closed Won-CW)across Sol Play2 and Sol Play4.
The grain of the data is at Opty Level(Opportunity ID).
I'm wondering how to build my card.
Thanks,
Chandramouli
Comments
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One question on your data. For the 'Solution Play' dimension, is this a variable for each account or does each account have the same number of solution plays?
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The data is at Opty Level, and the Opty is tied to an Account and a Solution Play. So basically a Solution Play is tied to an Opty. There are totally 18 Solution PLays in all.
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This is how I would reccomend building the card.
This allows you to see the total number of opportunities (by engagement stage). You can also use the quick filter to select specific solution plays. I added total opportunity value as the summary number.
I think this is a better visualization than a table with 18 columns (one for each solution play).
Just my 2 cents. Is this data going to be consumed looking at each account individually? or would you be looking accross all accounts in a territory?
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If it's going to be accross multiple accounts, I would do a stacked bar instead:
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