Sales performance metrics availability ootb in CX Sales — Cloud Customer Connect
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Sales performance metrics availability ootb in CX Sales

in Sales 1 comment

Hi Team,

Creating this on behalf of the customer to re-verify

We have a requirement from the customer to implement the following solutions:

SCOT:

A custom object under Account, which needs to populate around 60+ fields (number of activities completed in the FY, next activity due date, 36M division sales, 36m divsiion lost sales , 12m Sales, 12 lost sales, equipment sales quanity for each division etc, division refers the LOB(mining, powersyste, etc))

by fetching data from multiple related objects such as:

Linked Opportunities, Revenues, IB Assets, Activities, Contacts, invoices , Orders, Contact and Address fields

The data should be created and updated automatically on a daily basis, reflecting changes in the source records.

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