Timeline Entries In Success Plans

  • 24 January 2023
  • 1 reply

Userlevel 2

Hi There!

Our Timeline Activities being added through a Success Plan are not counting on the current dashboard categories.

Example: Client Event – Recurring Client Meeting added to a success plan directly are not showing up in the KPI Dashboard for Recurring Client Meetings so they aren’t counting as a KPI for the CSM.

How can I fix this?


1 reply

Userlevel 6
Badge +2

Hi @MelissaC -- Is there any sort of filter on the report or dashboard? If you view the report in report builder, does it show the activity as expected?