How to Create a Bar Chart of Deals by M&A Owner

A Bar Chart of Deals by M&A Owner is a great way to visually compare the distribution of deals across different M&A owners. This type of chart helps you quickly identify who is managing the most deals, which can be useful for workload distribution, performance tracking, or simply getting an overview of ownership.

Visualization Example:

Steps:

From the Explore menu, select Pipeline Deals.
In the Field Picker, select the following:
Under the Deal option, select M&A Owner and Count.
Click on the Run button at the top-right to generate the data.
In the Visualization pane, choose Bar chart as the vizualization type.
Click Edit > Series > Customize the color of the bars to fit your preferences.



By creating this bar chart, you'll gain a clear visual breakdown of the number of deals handled by each M&A owner, making it easier to track contributions and analyze team performance.

Updated on: 03/10/2024