Visual summary of deals
I am responsible for the business of multiple different market segments. Each segment or project is composed of multiple deals . I can create filters for each project or segment but I only get a text list for each filter.
I would like to see a dashboard where each swimlane corresponds to a filter and in each swimlane I have one box for each deal with the deal name, the $$ amound and the background colour of the box is red, yellow, green based on the status.
I am currently achieving this with a different tool (Atlassian Jira with the Canvas plugin) and I am maintaining two sets of data for the same deals...
2
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Andrea Gallo
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