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: