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Identifying key metrics

Updated on March 25, 2020

Identify key metrics early in the planning process so that you can structure your application to generate the required metrics.

  1. Review the list of existing reports with supervisors and managers, sales managers and sales representatives.
  2. Identify any metrics that are already provided by the application.
  3. Identify metrics that are not already provided by the application.
  4. Determine who needs each report, what it contains, and when and why it is needed.

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