Invoice brand report by Account Name, Account Owner, Invoice Owner, and other dimensions
Brand level invoice data with all metrics included
Go to the Invoices Dashboard, scroll to the bottom performance table
Set Dimension 1 to your main grouping (account owner, account name, invoice owner, etc)
Include the Brand Name in Dimension 2 and add any additional dimension options needed as Dimension 3 and Dimension 4. If no other Dimensions are needed, they can be set to None.
Invoice Brand Data over Time
Brand level invoice data over time. Ability to see if accounts or sales reps are increasing or decreasing invoice totals by brand over time
Go to the Invoices Dashboard, and select the Matrix tab at the bottom of the screen
Select the Date Range and Cadence that you want to see displayed
Set Row Dimension 1 to Account Name, Account Owner etc
Set Row Dimension 2 to Brand Name
