Autotask Sales Excel Dashboard – Changing Groups [VIDEO]

As sales people come and go, you will need to update the grouping on the sales workbook.

The grouping is used in slicers on the explore screens as well as trending graphs. For a step-by-step overview of changing the grouping for a sales workbook, you can watch the below video.

Watch the Video …

Watch this video to see how to update the grouping.

In this video you’ll discover:

  • What is grouping?
  • How to change the grouping names?
  • How to add and remove sales people from groups?

Tweet This

I would love to hear from you.

Leave a Reply

Your email address will not be published. Required fields are marked *