Release Notes: Account Control Center 2017.10.17 Release
Create your own Rekener Tables
In addition to accessing pre-built tables for Accounts and Products, you can now create your own tables to track information grouped by any attribute. For instance, you can create a Sales Reps table in order to create metrics to calculate data by Sales Rep. You can then drill into the details for each rep and see a dashboard of all of his or her metrics. You can also roll up Sales Reps into Groups of Sales Reps and compare Groups, or view a dashboard of one particular Group at a time. Custom tables allow you to very quickly break your data down by whichever attributes matter to your business so that you can spend more time assessing what’s working, and less time trying to gather data together. Read how to create a custom table.
Gotta Gotta Drilldown to Lookup
Now you can do Lookups on other objects inside of drilldown screens. So, when you drill into data from Opportunities for instance, you can then pull in fields from related objects, like Accounts or Contracts, or even do extended Lookups, such as a lookup from the Opportunity to the Account to the Account Owner to their Role. Read about Drilldowns into Source Data.
Enhancements and fixes
We’ve added many UI improvements and fixes, including the ability to clone metrics and groups.
Contact me if you have any questions about this new release.
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Greg is COO and Co-Founder at Rekener. Greg’s entire career has been focused on using BizOps to grow recurring revenue businesses. Before joining Rekener, he served as VP of Operations at ZeroTurnaround, where he built its BizOps practice and team. He did the same for the AVOKE call center analytics business, a SaaS company within BBN Technologies. He got his start in BizOps for recurring revenue businesses while at AppNeta.
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