Hi Everyone. I have a reseller company selling my products. I need to pay them rebates every month.
I have drawn up a table to track sales as they are made. It will then also pull through the rebate amount to each month’s column based on the contract start and finish date.
I now want to create a dashboard that the reseller and I can view every month to see the total amount of resales for the month. IE. I want a chart showing each month’s total rebate.
I would also like to setup seperate dashboards showing for example the number of active contracts, how much rebate is owed to each different sales person, etc….
Can anyone please assist/guide me with this on how to get the information into a dashboard. I have created the dashboard similar to this excel file but Just not sure how to pull over the data for insights as I am struggling to get all the months into one chart.
