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KPI Report Per CSM Per Quarter

  • January 9, 2024
  • 1 reply
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This is probably a dumb question, but I need to pull Q1 & Q2 data per CSM for our KPI report & I’m just not totally sure how to get that…  I already have Q3 & Q4, but the person who did the first half of the year didn’t save it:(

I appreciate your help!

1 reply

Tejashwini Golla
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Hi @MelissaC 

Could you kindly furnish more details regarding the Key Performance Indicator (KPI) report you wish to create?