Page Information

Title:	Reporting and Dashboard Options with ClosePlan Data
Owner:	Anna Madajova
Creator:	Anna Madajova	Dec 13, 2019
Last Changed by:	David Depman	Mar 20, 2024
Tiny Link: (useful for email)	https://peopleai.atlassian.net/wiki/x/uv98Jws
Export As:	Word · PDF

Children (8)
    Page: ClosePlan Outcome Reports
    Page: ClosePlan Forecast Call Report
    Page: ClosePlan Forecast Call Report grouped by Fiscal Period
    Page: ClosePlan Opportunity Adoption Report
    Page: Contacts with Account Maps and Activities (Tasks)
    Page: Create custom and commonly used fields for ClosePlan reporting
    Page: Custom Report Types
    Page: Dashboards

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Time	Editor
Mar 20, 2024 14:27	David Depman	View Changes
Nov 06, 2023 16:49	David Depman	View Changes
Nov 06, 2023 16:46	David Depman	View Changes
Oct 25, 2023 10:38	David Depman	View Changes
Oct 24, 2023 13:37	David Depman

External Links (1)
    People.ai

ClosePlan Guide (5)     Page: Custom Report Types     Page: ClosePlan Opportunity Adoption Report     Page: ClosePlan Forecast Call Report     Page: ClosePlan Forecast Call Report grouped by Fiscal Period     Page: Reporting and Dashboard Options with ClosePlan Data