UPDATED Solutions Dashboards

From
Bill Koroncai <bill.koroncai@thekey.com>
To
Angie Markwell <angie.markwell@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Carol Miller <carol.miller@thekey.com>, Dana Pampena <dana.pampena@thekey.com>, Matthew Neal <mneal@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Lauren McGraw <lmcgraw@thekey.com>, Kevin Parker <kevin.parker@thekey.com>, Sarah Thompson <sthompson@thekey.com>, Dawn Kellerman <dkellerman@thekey.com>, Timothy Thomas <tt@thekey.com>, Kirk Hayes <khayes@thekey.com>, Audra Williams <audraw@thekey.com>
Date
Tue, 4 Apr 2023 17:49:20 -0400
Folder
INBOX
--0000000000007efcc305f889a631 Content-Type: text/plain; charset="UTF-8" Good Afternoon Team, Thank you to @Angie Markwell * & *@Audra Williams for continuous feedback, support & assistance in optimizing the solutions dashboards and ensuring widespread adoption across the organization! For everyone's reference, please find links below to the 2 Solutions Dashboards - I'd recommend bookmarking them for yourself within salesforce. Both have recently been updated (and will continue to be) based on feedback from your team(s) to ensure maximum utility & value to your group. Note: We just added a regional filter to the SLA Dashboard below based on your feedback :) 1. *Solutions Dashboard * 2. *Solutions SLA Dashboard ***Note: 1-2 of the reports on this will not work with the regional filter as they are "joined reports" ie they pull elements of data from both Opportunities AND assessment records for instance and for whatever reason - mass filters do not work. Working on a workaround for this but don't want to throw out the baby with the bathwater in the meantime. * Dana & I look forward to continuing to deliver improvements to these based on your continued guidance & feedback so please, keep it coming! Thanks, Bill -- *Bill Koroncai* Director of Sales (Southeast) (267) 679-0423 Bill.Koroncai@TheKey.com TheKey.com [image: TheKey] --0000000000007efcc305f889a631 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon Team, Thank you to =C2= =A0 @Angie Markwell = =C2=A0&amp;=C2=A0 @Audra Williams =C2=A0 for continuous feedback, support &amp; assistance in optimi= zing the solutions dashboards and ensuring widespread adoption across the o= rganization! For everyone&#39;s reference, please fi= nd links below to the 2 Solutions Dashboards - I&#39;d recommend bookmarkin= g them for yourself within salesforce. Both have recently been updated (and= will continue to be) based on feedback from your team(s) to ensure maximum= =C2=A0utility &amp; value to your group. Note: We just added a regional fil= ter to the SLA Dashboard below based on your feedback :) = Solutions Dashboard Solutions SLA Dashboard =C2=A0 *Note: 1= -2 of the reports on this will not work with the regional filter as they ar= e &quot;joined reports&quot; ie they pull elements of data from both Opport= unities AND assessment records for instance and for whatever reason - mass = filters do not work. Working on a workaround for this but don&#39;t want to= throw out the baby with the bathwater in the meantime.=C2=A0 = Dana &amp; I look forward to continuing to deliver improvements to the= se based on your continued guidance &amp; feedback so please, keep it comin= g! Thanks, Bill -- Bill Koroncai Director of Sales (Southeast) (= 267) 679-0423 Bill.Koroncai@TheKey.com=C2=A0 TheKey.com=C2=A0 --0000000000007efcc305f889a631--

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