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Beta Group

Customisable Indicators?

  • June 11, 2026
  • 0 replies
  • 2 views

We’re a business with 50% customer self serve and 50% managed services, opportunity led business.  

Self service revenue and volumes do not touch our opportunity objects in salesforce, has anyone else found a way of delivering customisable indicators which show decreases in self serve volumes and revenue numbers?