Updating Revenue Band Configuration

  • 13 January 2020
  • 1 reply

If I need to update the labels of my org’s Revenue Band Configuration, in this example changing ‘Strategic’ to ‘Tier 3’, does that change any of the filters within report builder, dashboard builder or rules engine? So by changing a certain revenue band to be ‘Tier 3’, am i going to have to find everywhere in the platform where ‘Segment = Strategic’ and change it to ‘Segment = Tier 3’ or is that a change that will happen automatically?

1 reply

Userlevel 7

Hi @shane_mccoy I checked with my colleagues here, and if you’re just editing an existing label, no changes need to be made to reports in rules or filters. If you make a brand new label, you’ll have to make those changes.