Inputs to Dashboards!

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  • Updated 8 months ago
  • Acknowledged
Focusing specifically on a renewal forecast dashboard usecase - We've used MDA objects, added all the necessary fields and reported on all the different pieces involved in a renewal but there's the limitation that the team cannot enter their comments/inputs into the dashboard or tag other members of the team. Being able to do this would be so great!! No more Google Docs!

Could we add a Comments field from CTAs/an activity timeline field to reports? This field would then be editable and the edits would get saved to a CTA.
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Noha Khan, Official Rep

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Posted 8 months ago

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