Is it possible to report on aggregate health changes over time?

Product Team

• June 25, 2019 22:01

Basically, what I want to do is create a report or segment that shows me the trend on the number of accounts in poor health, average health, and good health over the last year. Ideally, I'd be able to see the trend on each one individually, but within the same report.

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  Robyn Fernandez

  • August 16, 2019 17:43

  Great question.  To accomplish this the first step is to create 3 segments 1. Accounts in Good Health 2. Accounts in Poor Health and 3. Accounts in Average Health.  Once that is complete you will be able to create your report including breakdowns by CSM, Territory or other attributes that meaningful to you. Here is a help article for more information

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