Onboarding Dashboard

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  • Updated 8 months ago
Looking to build a report/dashboard that will include the Completed, Overdue, and Trending overdue of the Success Plan. So it would have the customer name, opportunity name, CSM, trusted advisor, and these three columns for executive review. Any ideas? Thank you!
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Michelle Distler

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Posted 8 months ago

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Lila Meyer, Official Rep

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Hi Michelle,

I'm not sure if you've seen our article on Reporting on Success Plans, but this may help you get started.