Please fill in the details on the right to download the PBIT file for ID473.
This is a redacted version of ID517 Sales Orders insights in which we have incorporated Row Level Security (RLS) and show only information on equipment deals, relevant to Sales Reps / Managers. This lets the reps track the status of their deals.
Report should refresh up to 8 times per day for Pro licensed clients, ID517 is required to be installed and running
Version 2025.10.31
- Added Sales Orders Messages, description, Remarks
- Added Rep Cost & Rep GP based on the Out cost Extended
*** Rep Cost & GP will be visible only if subscription variable is set to Yes ( Default Value = No)
**If this is your FIRST time downloading this template, please allow 30-minutes before attempting a refresh of data!
** If your Power BI is managed by CEOJuice, please submit a ticket to help@ceojuice.com if you would like it updated to the latest version.