Dashboards
The name of the Dashboard used to show reports filtered on my portfolio
What is
CDL Dashboard OR
CRL Dashboard OR
WCS Dashboard
DAILY DOUBLE!!
The first section of the 360 used to get a quick overview of customer status
What is the Summary Section?
1. 360
2. Cockpit
3. Global
4. Scorecard
Where are the 4 places you can access timeline?
Global Filters
What type of filter is used to filter all reports on a dashboard?
Used to improve load times for C360 sections (when you have slower internet connection)
What is Turn Scrolling Off?
Used to share a Timeline entry with another team member
What is @ mention?
The feature that retains changes made to a dashboard
What is Sticky?
The section on the C360 that opens the Relationship or R360.
What is Contracts?
Exec Present & Escalation Required
What are some custom fields on Within3's Timeline?