Symptom
KBA UNDER PREP
- How to make the data displayed on Insights in the playbook effectiveness tab.
Environment
SAP Cloud for Customer
Cause
Playbook effectiveness is calculated when associated opportunities are closed as won/lost.
No data is displayed on effectiveness tab as all opportunities associated with the playbook are "In Process".
Resolution
Mark the associated opportunity as "won", for data to be displayed on effectiveness tab.
By the end of the day, the playbook effectiveness numbers would be updated to reflect on effectiveness tab.
See Also
Keywords
Playbook, Effectiveness, No Data, QA Tenant, POC Tenant, Opportunity, Won, Lost, Update. , KBA , LOD-CRM-SBS-GS , Guided Selling and Playbook , How To
Product
SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions