Question
Can you exclude duplicate customers when Reporting on CTAs or Projects?
I am trying to run reports for all customers with a priority red CTA so I can show ACV impact/quarter. Some of our customers have multiple code red CTAs, so it inflates the ACV value and count of customers. How can I remove duplicates from within the engine or dashboard? Right now I'm manually correcting this in excel. Thanks!
+3One way to achieve this is to do a COUNT of CTAs by Account Name, and then filter for Type = X, Priority = Y. This way you'd get one row per Account along with the number of such CTAs each Account has. Any other attribute you wish to add, such as ACV or Health Score, can also be included as a MIN/MAX aggregation, like so:
Hope this helps!
Thanks,
Manu
Hope this helps!
Thanks,
Manu
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