Comments
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@rado98 I figured it out, thanks for all your help!!
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@rado98 I finally ALMOST have it, but now the scale for each Y-axis is off, making it very difficult to read. Is there a way you can set each Y-axis to the same scale?
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@rado98 Thanks! I got the data in there but can't figure out what type of chart to use to display the bookings by month and then the quota per month separeately. Which one did you use?
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@TacoShelly They are individal transactions/opportunities. I will be using the close date and amount fields, so I would sum them on a monthly basis on the DOMO card. I would also somehow need to add the monthly goal number in there.
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@TacoShelly I'm just not sure how to join the Domo form and the data together to show what I want to show...
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@TacoShelly I have the bookings data coming from Salesforce but do not have the monthly quota number in Domo yet, not quite sure how to go about adding this (create a Domo online form, build it out in Beastmode)?
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I figured it out... If you view the dataflow "History" tab, on the far right "status" column. Click the red "Failed" icon and it will take you into a detailed view of that dataflow run. You can then scroll down to the failed step and it will be highlighted in red. If you mouse over the failed step it will show you the full…
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No...I created the field in SFDC, ran the dataset, de-selected the field from the dataset and then deleted the field again in SFDC and that seemed to work.
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I figured it out myself if anyone else wants to use it. This graph / measurement is based upon this "selling above the power line" article - https://www.sellingpower.com/2017/10/06/10590/the-most-important-predictive-metric-for-sales-management (count(Case when `StageName` = 'A - Negotiate' or `StageName` = 'B - Prove' or…
