Ideas - Click Intelligent Dashboards

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Change Title/Metric for Opportunities Created view

Currently, the "Opportunities Created" dashboard is confusing due to the way the metric is calculated. The name implies that it would count the number of Opportunities that were created during the specified period, but it actually counts any opportunity that is associated to a Contact/Lead that was created during the specific period.
This can lead to confusion when customers are comparing the numbers to what they see in CRM. The metric is noted in the information note, but it would make more sense to count this as another metric to minimize confusion.

To fix this, I think it would help to either change how the data for this metric is calculated to match the actual number of "opportunities created" or change the name of the metric/attribute label to more accurately reflect the metrics without needing further checks.

  • Guest
  • Jan 18 2021
  • Planned
  • Aug 14, 2022

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