Drill back to M3 CLM records

Activity Details

Description: This report lists the information about the activity. The attributes used in this report is sourced from the Activity dimension.

Attribute: Activity Name, Activity Type, Start Date, Priority, Overdue, Activity Status

Chart type: Table

Drill back to M3 CLM: Hyperlink Activity Name to M3 CLM Activity tab

Contact Details

Description: This report lists the information about the contacts. The attributes used in this report is sourced from the Contact dimension.

Measure: Contact Months Since Last Update

Chart type: Table

Drill back to M3 CLM: Hyperlink Contact Name to M3 CLM Contact tab

Opportunity Details

Description: This report lists the information about the opportunity. The measure used in this report is sourced from the Opportunity fact. Attributes used in this report are sourced from the Opportunity dimension.

Measure: Total Price

Attribute: Opportunity Name, Opportunity Number, Opportunity Process, Opportunity Status, Probability, Is Overdue, End Date

Aggregation: Sum

Analyze by: Start Date

Chart type: Table

Drill back to M3 CLM: Hyperlink Opportunity Name to M3 CLM Opportunity tab