Mid-September 2022 - Meeting/Metric Summary Views, Multiselect Filter on Goals Tile, Adjust Qtrly Metrics
Summary View now Available in Meetings and Metrics
The Summary View is now available for the Meetings and Metrics sections of the Coach Menu. This view is unique because it allows you to build your own data table by selecting the desired information for the table rows and columns.
How To
After navigating to the appropriate section in the coach menu (either Meetings or Metrics), select the Meeting Summary or Sheet Summary
To adjust the data in the Meeting Summary and Sheet Summary, select the desired information from the dropdown menu for Rows (Y-Axis).
Click on the desired checkboxes for the Columns (X-Axis). The data displayed will change based on which fields you select.
You can download a CSV version of the table you create by selecting the Download (CSV) button in the upper right corner.
You can “drill-in” to the rows or into the table cell (if the fields of that cell are not supported for drill-in, then clicking on the cell will do nothing). This will route you automatically to the List View and apply the appropriate filters to show you what items are making up the count in that table cell.
Setup
No additional setup is required for the Summary Views.
Multiselect Filter on Goals Tile
It is now possible to select more than one option when using the filter icon on the Goals tile. You can choose to select between a combination of Active, Completed, On Hold, or Canceled status filters.
How To
Navigate to a Goals tile
Select the filter icon (three lines in the upper right of the tile)
Select the checkboxes next to the desired criteria. The desired information will then appear in the tile.
Setup
No additional setup is required for the Goals tile.
Weekly/Monthly Metrics Reports – Adjust Based on Quarter
For any weekly or monthly-based metrics reports that you need to edit or adjust, you can now restrict adjustments based on financial quarter.
How To
Open a weekly or monthly metric report and select if you want the Plan or Actuals version of the report.
Select the pencil icon next to the name of the line you want to adjust. This will open a new modal.
Select the quarters you would like to restrict (Q1-Q4) under the Restrict Adjustments to Quarters section.
Click the Apply Adjustment Results button.
Setup
No additional setup is required for the to adjust the metrics based on quarter.