I'm having issues trying to join 2 data sets. One from our phone system and the second from our CRM system,
Our phone system logs which line someone called us on and for how long.
Our CRM logs the outcome.
However we don't have a level of integration which gives me a direct link to show which calls resulted in which outcome.
Therefore I’m trying to do is compare these two data sets by client over time so I can monitor peaks in activity as well as if the team are capturing all of the calls received in the CRM system. However if I load these two sets into Qlikview they become loosely coupled.
Below are some example data sets and a desired pivot table outcome.