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Procare Solutions Internal Ideas Portal
Status Completed
Workspace Data Platform
Categories Power BI Report
Created by Anastasia Goggins
Created on Jun 24, 2024

Add Account Manager as a filter on Top Processor Report

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/e6a372c0-a959-4787-b6d8-4cb7722f27fb/ReportSectione72073402a0d2030cb35?experience=power-bi


Angela Kligora recently took on the Enterprise AM role for SCW. Tammie wants her to review her top processors frequently. In Salesforce, we have TE utilization, but that is on a per-center basis and she needs to see it at the root level.


I went to the Top Processor report, but she'd have to search by individual customer or scroll through the list to see hers.

Department of Request Account Management
Priority of Request 2 - Lower Priority
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