Download Enterprise Workplan as CSV
C
Courtney Burgess
It's possible to download an individual workplan as a csv but I want to be able to download the entire Enterprise Workplan so I can sort it in excel/google sheets and look for patterns - specific tasks that are often ignored, reps that have a habit of ignoring tasks.
Shelby Parker
Hiya Courtney Burgess, thanks for this post! I have a few more questions for you:
- What specific data fields or columns should be included in the CSV download of the entire Enterprise Workplan?
- How frequently do you anticipate needing to download the entire Enterprise Workplan as a CSV?
- Are there any specific filters or criteria you would like to apply before downloading the Enterprise Workplan as a CSV?
C
Courtney Burgess
Shelby Parker I want to be able to track or pull a full report on which tasks specifically are outstanding, ex. I can see how many tasks each sales rep has but what I can't see is that every sales rep is ignoring Delivered Deal followup tasks.
I would need this at least monthly or more frequently if there are issues with tasks not being completed.
I want each type of task to be trackable. Ex. by business rule category as well as specific task, Courtney has 20 outstanding tasks, 10 are from the Sold deal category (2 lease ending, 2 sold pending, 6 Sold delivered = break down further to see that 2 lease ending = 12 months until lease end and 2 months until lease end, 2 sold pending 0 both 90 day touchpoint = would highlight that these types of tasks are more urgent!)