Guys,
Wondering if someone can help on this.
- I have a custom "Assets" module that tracks our sold equipment with serial number, billing party (custom module) and end-user (accounts module) - billing party describes who purchased it, end-user is who uses the asset. Sometimes they are the same, sometimes they aren't.
- Sold serials and billing party for 2020 are in CRM, our team is tasked with assigning an actual end-user to the asset. Ideally, we'd have end-user information for all assets sold.
- I am trying to develop a number of relatively simple KPI gauges for our CRM dashboard - showing the number of assets WITH assigned end-user as a percentage of all assets. This would show how much progress we're making with allocating assets to customers.
- Ideally, we'd set a goal as well in %. So let's say - current assignment ratio (assets with end-user / all assets) = 70% and our goal is 80%.
Anyone have any specific pointers as to how to go about this?
Jan