To improve the analysis of Duplicates / Lists / Suppression, here's a list of ideas and changes to implement motivated by Howard's latest requirements:
Duplicate Leads and Cases report:
Suppression Lists in CRM Dups
New DAX column: Last Duplicate Entry Date (to capture by Email || Phone), same for All the Duplicate entries of a single Email/Phone.
New OR filters to capture Duplicate Packages (MODE: At least 1 match; use Parameter tables for this): PID
Status (at least 1 conversion etc.)
For Data Sweep:
Display Duplicates in same report? This might negatively impact the navigation of this report for other purposes.
As a subtask of the duplicate requirement, the Duplicate Percentage Card is being placed in all the Provider reports, for now we have:
2000 Done
3000 Done
6000 and 8000 Done
To improve the analysis of Duplicates / Lists / Suppression, here's a list of ideas and changes to implement motivated by Howard's latest requirements:
Duplicate Leads and Cases report:
For Data Sweep: