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      Incorporating sales data

      Add sales data into your org chart to filter, add to card content, and easily see who is above or under quota at any given time.

       

      1. You can add a data source — in this case, we have a demo Google Sheet of employee implementation, with sales quotas in one of the columns.

      2. In my org chart, I can click the person icon in the bottom left of the screen and select “SalesQuota” in the Card Content menu to add sales quota to each card.

         

      3. I can also filter by employees with a sales quota by hitting the light icon in the middle of the panel at the bottom left of the screen.

         

      4. Another action I can do in the Sales Quota filter is select different percentages or units to see who is above (or under) quota.