Start with the decision
Define the question before the chart: for example, which sectors generate revenue during the period and which customers need follow-up? Agree what revenue means: net or gross, orders or invoices, with or without returns. The same data can tell different stories without this definition.
Connect and check the sources
In Connecting choose available sources or import CSV and Excel. Check field names, types, time range and permissions. Find a common customer identifier across sales and contacts; manually entered names are unreliable keys when duplicates or spelling variants exist.
Build a workflow you can check
In Processing prepare both tables, check duplicates and missing values, then join on the agreed key. Compare row counts and totals before and after the join: a one-to-many relationship can multiply rows. Then aggregate revenue by sector and period.
Show the result and plan follow-up
In Visualizing configure a sector chart and a detail table. State the period, unit and refresh date. Bring segments that need attention into sales work with lists and related activities. Agatha can help query available context; check results against the source data.
When is it ready to reuse?
When totals reconcile with a reference source, excluded rows are explained and someone owns refresh. A saved workflow makes processing repeatable; frequency, remote execution and limits depend on configuration and plan.