Add KPI tab to profiles
Key performance indicators are difficult to track and manage within CSuite. It would be nice to have it's own tab with some preset fields (most commonly reported fields) and custom fields that we can set our own reporting dates/times/notes etc...
We are currently using opportunities and then reporting separately for Grant and donation information. Ideally, this tab could have options to show/view total yearly/quartely donation amounts, grant amounts. There's many other items we report on but always have to go to a few different places to see/view what we need to report on.
3
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Tiffany Caron
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