ProsessPilotene uses your email address only to send this newsletter. You can withdraw your consent at any time using the link in each email.
Sign in to fill in known contact details automatically and manage your newsletter choice under Preferences.
232 results
Four: pipeline versus target, deals that aren't progressing, conversion by stage, and won versus lost with reasons.
Publisher identifies who created the customization, and the prefix is added before all custom names. Both are virtually permanent.
Yes, and that is the most common way to get started. The challenge is not the import itself, but the relationships and duplicates.
Because a nice-looking chart based on the wrong numbers is worse than no chart at all. Most of the work that goes into a good report is done before anyone chooses a chart type.
Yes, through customer-specific price lists and discount structures. The question is how much variation you are able to maintain.
The structure on which the security model is based. It determines who can see what, and it is difficult to change later.
As few as possible, and at least two. One person is an operational problem; ten is a security problem.
A calculation that is computed where it is displayed, rather than stored per row. Understanding that distinction is key to getting the right figures.
The pipeline is everything that is in play. The forecast is what you expect to close during the period. The former is always larger.
Because what makes the platform valuable—allowing anyone to build—is also what creates chaos without any ground rules.
At least two, preferably three: development, testing, and production. Fewer environments mean changes go straight into production.
The formula language used to calculate measures in Power BI. At first glance, it resembles Excel formulas, but it works in a fundamentally different way.
Send two variants to separate halves of your audience and measure which one works best. Test the subject line first—it has the greatest impact.
Microsoft's built-in way to move solutions between environments, without requiring you to set up your own infrastructure.
Dividing recipients into groups that will receive different content. A good segment is large enough to be measured and distinct enough to warrant its own content.
The tenant is your organization in the Microsoft cloud. The environments are separate spaces within it.
Adding information from external sources—industry, size, roles. Useful, but it does not address poor internal data quality.
There is a ready-made integration, but the most important task is deciding which system owns what.
Yes, through Teams or a connected telephony solution. The benefit is automatic logging, not the calling itself.
The entitlement defines what the customer is entitled to. The service level agreement defines how quickly it must be delivered. Together, they turn customer promises into something the system actually follows up on.
Showing 1–20 of 232