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Monthly Bookings vs Quota Chart
I am using data pulled from Salesforce, but I want to show the bookings per month compared to the goal per month (essentially a chart using a scale marker that changes) The issue is that the goal is different every month. Is there a way to automatically build this in using Beastmode or a new DataFlow?
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Multiple Case When Statements
I am trying to build a multiple case when statement but can't seem to get it to work. I want to show revenue buckets by either the Owner's name (for specific named users), 'CSG' for specific named users and then "No current sales rep" for all other users (the ELSE part). This is what I have so far: CASE WHEN `Owner.Name` =…
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Ungroup "Other" Category
I want to remove the "other" grouping and show the names of the salespeople (there are 4 grouped in the "other" category) - is there a way to do this?
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"Count not run DataFlow" - Why??
I am trying to run a DataFlow using data from an imported CSV. It says it's running then I get an email saying "Could not run DataFlow" but it gives me no information or error code as to why it will not load: "The DataFlow SPI_Salesforce_Pipeline_PROD_NEW was unable to run successfully." Any suggestions?
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Remove a deleted Salesforce field from a dataset
I deleted a custom Salesforce field that we're not using and now my data connections that had that field selected in Domo won't run. I went in to try to unselect this field but that field is no longer in the list of fields on the Dataset to remove. How do I fix this??
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Percentage Calculation per Opportunity Owner
I am trying to determine the percentage of opportunities (by count) in (A,B,C Stage) / (D Stage) per Opportunity Owner. I am getting lost on the formula in Beat Mode as well as how to summarize these per Opportunity Owner. Essentially, I want to see a graph of each opportunity owner and the percentage of opportunities they…
