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Performance to Plan

  • Building reports using charts
  • Managing Charts
  • Organizing folders for Dashboards
  • Create and Manage Dashboards
  • Save Charts to Dashboards
  • Edit Charts in a Dashboard
  • Configure Reporting in the Balancer Tab
  • Map Charts
  • GTM Charts
  • Pin Metrics to a Dashboard
  • Coverage Reporting
  • Create a Portfolio Report
  • Create Metrics
  • Portfolio Reporting

Categories

  • Getting Started
  • Admin
  • Territory Management
  • Coverage, Capacity and Roles
  • Quotas & Target
  • Performance to Plan
  • Routing
  • Data Hygiene
  • Scenario Guides
  • Release Notes
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