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CS and TS must engage with the Client to ensure the Dashboard and Reports are surfacing the correct data.
Please Note:
This Dashboard is NOT a 1:1 match with the Dashboard included in the ClosePlan Package from version 1.258 and beyond. The Dashboard included in the Package is now the primary PBO Dashboard to use. Please work with the PBO Dashboard included in the Client Org if present.
Sample PBO Dashboard:
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This Tutorial will show you how to create a complete Positive Business Outcome Dashboard (PBO) based on 2 reports, presented in 8 components.
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