| Title: | Reports, Dashboards and More | |
|---|---|---|
| Owner: | Anna Madajova | |
| Creator: | Anna Madajova | Mar 19, 2019 |
| Last Changed by: | David Depman | Nov 22, 2023 |
| Tiny Link: (useful for email) | https://peopleai.atlassian.net/wiki/x/6f9YGQs | |
| Export As: | Word · PDF | |
Hierarchy
Children (8)
Reporting and Dashboard Options with ClosePlan Data
Add Account Plan Last Modified Date to Account Header
Add Account Plan Scorecard Score % to the Account Header
Add Account Plan Scorecard Score % to the Account Object
Add Opportunity Playbook Last Modified (Days) to the Opportunity Header
Add Opportunity Scorecard Last Modified (Days) to the Opportunity Header
Add Opportunity Scorecard Score % to the Opportunity Header
Add Opportunity Playbook Progress % to Opportunity Header
Reporting and Dashboard Options with ClosePlan Data
Add Account Plan Last Modified Date to Account Header
Add Account Plan Scorecard Score % to the Account Header
Add Account Plan Scorecard Score % to the Account Object
Add Opportunity Playbook Last Modified (Days) to the Opportunity Header
Add Opportunity Scorecard Last Modified (Days) to the Opportunity Header
Add Opportunity Scorecard Score % to the Opportunity Header
Add Opportunity Playbook Progress % to Opportunity Header
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