The action in the AO is to create a CTA but the dashboard reports on Closed Won/Closed Lost - even though those aren't the closed statuses on the CTA, so I'm not understanding what this dashboard represents?
Is it the date a CTA is created? The date it's closed? Something else?
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Sorry, Kelly. To make sure I am following, which report are you referring to?
CTA Report, screenshot attached.
*Can't edit my original post, but it should state Closed Won/Open, not Closed Lost.
Hi,
This report shows the CTAs by status (Open , Closed Won and Closed Lost categories) created via that particular AO. Hope this helps!
Thanks
Abhishek S
This report shows the CTAs by status (Open , Closed Won and Closed Lost categories) created via that particular AO. Hope this helps!
Thanks
Abhishek S
Hi Abhishek - thanks, but could still use some clarification. Are the plot points indicating the day they were created, and then whatever the status was on the day it was created?
Or are the plot points changing based on when a CTA is closed?
Or are the plot points changing based on when a CTA is closed?
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