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Topic

    Madhav Reddy
    Account Assessment comparison report
    Topic posted November 8, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Assessment, Shared Reports 
    104 Views
    Title:
    Account Assessment comparison report
    Summary:
    View and Compare Assessment responses and score across selected Customers
    Content:

    Business Use Case:

    Sales Manager/ Representative->

    Sales User needs to view responses to different questions of an assessment and compare the responses by different customers using BI report

    How to deploy:

    1. Un-archive “Account Assessment Comparison.catalog” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

     

    Implementation notes:

    1. The data fetched is for the selected Customer Name, Assessment Template Name and Assessment Name from the Dashboard Prompt.
    2. From R13 onwards, you can submit multiple responses against the same assessment
      1. E.g. You can submit Customer satisfaction assessment response every quarter to see how the responses compare on different parameters
      2. In these cases, the responses for different quarters can easily be compared side by side and also you can further add a trend line to your reports to see how the satisfaction trend for a customer is
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