So I am building a dashboard of "open" plans, but notice that plans associated to Elevated events don't appear at all. In one way I get it that Campaign and Elevated events Prospect are different, but if you can build a plan why don't they appear? Really looking for the full pipeline of potential funds and a status.
I am able to see plans that are tied to an Elevated Event when I build it out in Analytics. Is it possible there's something else keeping the information from showing? A filter on somewhere maybe?
I guess it is trying to make only current Fiscal year show... and that is a campaign fiscal year? Maybe.
Do you have Campaign Fiscal Year as a top filter and Campaign as a dependent Filter? That might be it.Colleen's dash works for me.