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Reporting on your Book of Business
Reporting on your Book of Business
Build reports on Accounts, Users, Risks and Goals
8 articles
Customer Distribution: See Your Forecast
Users Table: Reporting on User Activity
Reporting on Goals
Customer Journey: Analyse Customer Metrics at Every Contract Stage
Customers Table
Customers Table: Reporting on Accounts and Engagement Levels
Reporting on Account Risk
Reporting on Key Metrics
Compare Against: Analyse Metrics and Engagement Over Time