We are working on a weekly “prioritization” email to our CSMs, however we can only include a 5 reports. We would like to include a link to our Dashboards to encourage CSMs to look at other more detailed reports.
IE we have reports for Success Plans that are higher level, but if a CSM wants to review further I would want to include a link that goes to that dashboard.
Within the same email, I want to link to a general Account Management dashboard and as well as a Risk Management
