PowerPivot Funnel/Sales Management - Help needed

[deankavon]

Hi!

I am new to powerpivot and i am trying to establish a database where we can track our customers/leads based on different set of criteria;
- Customer Id
- Sales Region
- Sales Executive
- Product Group
- Market Sector
- Lead Source
- Gross Value
- Net weighted Value
- Pipeline Stage
- Close Date
-Probability of Close


The thing is that the data would be inputed manually. What i want to achieve is to be able to track the data based on different settings, especially when it comes to the sales funnel.

Can any one give me an advice where to start?

I have already started making the model, but it seems to me that powerpivot is totally underutilizied in this model that i am making. Whole data i wrote above is located in one single tab.

 

[powerpivotpro]

Have you seen this post?

CRM Pipeline Funnel Chart (and something on Themes) « PowerPivotPro

 

[deankavon]

Yes I have. But i do not have problems with making a chart of the data but rather making the whole model at least semi-automatic.