I’m to create a report that will tell me all the customers who have always had a red overall health score, dividing them into 3 categories: more than 6 months, 3 - 6 months and less than 3 months.
I’m guessing Data Designer would be the best option to create this dataset using case fields? I’ve only just started using DD so excuse my ignorance.
Would Account Scorecard History of Fact be the right data source to choose? I’m having a hard time wrapping my head around which fields to use.