I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.
Summary of Request/Idea | Tracking of accounts that have enabled Surcharging |
Acceptance Criteria (Requirements) of Request
a self serve report with the following data points, sorted by month of sw active: opportunity owner, customer name, bam id, sw active date, te active date, surcharge active date, processing volume |
|
Department of Request | Sales |
Priority of Request | 2 - Lower Priority |
Assuming you mean this report. Can you add date software activated and date TE activated?