I'm using Power Pivot (and starting with Power BI Desktop) to analyse client activity at work. I'm working offline with periodically exported data (no hope of setting things up on our CRM/a SaaS service since it's run by a HQ team that never gets back to me). What I'd like to do is to ask our local sales people to map our consulting team members to specific companies & contacts, so that I can analyse interactions against each consultant's sales-defined contacts.
The only approach I can think of is to create an excel table of all consultants vs. all companies covered by a particular sales person, make this a heat map with each cell showing the number of interactions in the past year. Then basically asking each sales person to identify which of the gaps are addressable (maybe set up a dropdown menu) and consolidate all this information into tables in the data model.
But this seems clunky and manual...any ideas how to approach this more elegantly?
The only approach I can think of is to create an excel table of all consultants vs. all companies covered by a particular sales person, make this a heat map with each cell showing the number of interactions in the past year. Then basically asking each sales person to identify which of the gaps are addressable (maybe set up a dropdown menu) and consolidate all this information into tables in the data model.
But this seems clunky and manual...any ideas how to approach this more elegantly?
