The ChallengeA major order still hasn’t been invoiced. Where is it stuck?
The SolutionTrack every deal from quote to invoice and see exactly where it stands in the sales process.
The OutcomeFewer deals get stuck, and money waiting to be invoiced comes in sooner.
Includes the Power BI file (4 pages), sample data in Excel and a PDF guide with ready AI prompts. Connects to Excel or SQL Server.
The real report with its real numbers. Try all four pages: switch pages, use the filters and the Current Month / Current Year tiles, change COMPARE TO and VIEW BY, open a row in the details table, and click a bar or a month to cross-filter.
$ 49.00
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Share Sales Journey : Quote to Invoice | Blue Version
