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Status Future consideration
Categories Reporting
Created by Guest
Created on Sep 27, 2016

Reports: Snapshot - need End of Year version

Users need to be able to compare key performance indicators such as revenue, # of inv and new clients over the past 3-5 years represented in a graph. Currnetly they can accomplish using Snapshot and EOM periods, but would like to see information on a less granular level, using EOY periods as EOM periods are available

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