Engagement Dashboards + ClosePlan: Bringing Scorecard Data into Engagement Dashboards

If you're already using Account Scorecards or Opportunity Scorecards in Salesforce, you know they can increase your Leaders' visibility into the business, and help your organization create and convert pipeline.

Did you know you can also integrate those scorecards into your Engagement Dashboards? In this short course, you'll walk through a step-by-step guide that shows you how to:

• Make the back-end connection required to see your ClosePlan Scorecards within your Engagement Dashboards
• Add Scorecard % and other Scorecard metrics into your Boards and Tables
• Dynamically drill into your Scorecard data from within your Tables