How-to: Set up report Accounts Completeness Dashboard (CRM)
This report shows how complete your accounts are per division. It's checking if these 12 fields are missing (empty) or not.
Per division you see the completeness in %, the missing fields and who the responsible manager is for those accounts.
Configure the parameters according the below screenshot:
The security can be set by linking the correct roles to either the
report group or
report itself.
Below you can see a screenshot of the report itself:
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
General |
Document ID: |
21.378.504 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
19-10-2012 |
Release: |
245 |
Attachment: |
|
Disclaimer |