I’m looking to create a singular ‘Budget’ reporting field to use across cross-functional teams and projects, but want to be able to segment the budget field by activation (events vs advertising, etc.). Is that possible to set up? And if so, how?
You’ll need two fields: one for budget and one dropdown for segment. Then you can build dashboards by using both fields.
Makes sense?
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Ah yes, silly me - that makes perfect sense. Thank you!
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