Reporter

This Page is under construction

To visualise a budget and compare it to actual outcome you can use Reporter

You need two searches

• Search 1 is a Budget Search (showing set budget for current user)

• Search 2 is a Search for the actual result (Completed Phone Calls, Completed Meetings, Actual sales and so on.

Below you can read what to think about when creating search 1 and 2 and then how you setup a KPI Scorecard using the searches.

Search One

Search Two

Read more about reporter https://suitecorner.com/en/reporter/