Have a need for a report that shows Onboarding Statuses of CSM assigned customers week over week so leadership can gauge the progress of how many customers are being engaged week to week.
I have an Onboarding Status field created on the Customer Info object, but if I am not mistaken it doesn't not capture a timestamp or track the status of this field historically.
Curious if anyone else has encountered this or a similar use case and how you worked around it?
Question
Reports: Customer phase status week over week
+5Jeff Kirkpatrick
Have you tried loading it to the data matrix (like you would other usage points)?
+2Jeff,
It looks like Joe was able to help with this, so I will kick this into Answered. Feel free to kick it back if this is still outstanding.
It looks like Joe was able to help with this, so I will kick this into Answered. Feel free to kick it back if this is still outstanding.
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