The Final Data Report is created when a campaign with a business partner is ending. A campaign is considered completed either based on effort/hours spent calling, or if a lead goal was reached. The report is used to show the outcome of the campaign regarding the leads that were found and/or facilitated. It also provides business intelligence collected by the BDTM.
Rename the “Data from CRM” tab to “Call Sheet” and hide the tab until the campaign is over.
Note: Allow plenty of time for the first few final data reports. They can be time consuming due to reviewing and correcting coding. The Final Data Report varies if it’s a plugin campaign. The report would only have the opportunity tracker, no performance dashboard or any other tabs are visible to the client. (e.g. power storage or distributor campaigns).
OWNER: Customer Journey Manager