Procare Solutions Internal Ideas Portal
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Status Completed
Workspace Data Platform
Categories Power BI Report
Created by Anastasia Goggins
Created on Jan 2, 2024

RELATED IDEAS

Update Root Company Processing link to consider center active status

Example: Root ID 97031000

When you click on the Root Company Processing link in Salesforce, it shows 116 accounts and 155 centers.

The 116 accounts is the number of accounts in Salesforce - but it doesn't take into consideration accounts marked as prospect, duplicate, inactive, attritted, vs current customer.

The 155 centers is the number of centers in PBI - but it doesn't take into consideration active status.

Can we:

  1. Update the labels so reps understand these numbers

  2. Update those numbers to only show Current Customer and Active centers, or have a separate panel that shows active only?

Summary of Request/Idea Update Root Company Processing link to consider center active status
Department of Request Account Management
Priority of Request 2 - Lower Priority
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