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?
@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?