Hi all,
I'm working on a dashboard to help with prospect campaign management and one metric my team would find useful is the number of plans with zero open/incomplete steps. The idea is to use an indicator widget and jump-to a pivot table so we can see who those prospects are.
I've gotten as far as (Count(Plan ID),[Step Completed]) with the filter showing incomplete steps, which is correctly showing how many plans have incomplete steps. But I'm not sure how to get a count of the plans that do not meet that criteria. Any ideas?
Thanks!
Sophie
Hi Sophie,
It sounds like you need a filter on Plan ID to limit the widget (and the whole jump to target dashboard) to only plans with no completed steps. Steps that are not complete have a completed date of January 1, 1900.
A Ranking type filter on Plan ID might get you there...
-->