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MelissaC
Contributor ⭐️⭐️⭐️⭐️⭐️
October 18, 2022
Question

Adding Digital Segment to Dashboard

  • October 18, 2022
  • 1 reply
  • 26 views

How do I add our digital segments to our KPI Dashboard (accounts that meet filtered criteria)?

What do i filter on?

Thanks!

 

 

1 reply

Revant
Revant
Contributor ⭐️⭐️⭐️⭐️
October 18, 2022

Hi @MelissaC 

 

If you have a Field called segment or something similar on the C360 that signifies your digital customers you can filter on them & build a KPI report that could like the one below.

You if you wish to check the fields that are on your company object I would recommend you to navigate to Data Management

 

If you have the field on 360 but if you’re not finding it while building report it could be a case where the display name is modified for the field on C360. So you can navigate to the layout to find what is the actual field behind that.

 

 

Revant A | CS, CS Ops Leader | xGainsight
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