As you're looking at your report, you may be wondering just what this information means. How does it compare to last year? How does a particular organization level compare to the whole organization? How is a certain account measuring up compared to all others? You need certain benchmarks in order to pinpoint where you are succeeding or lagging. Luckily, we have the solution for you. The Compare Tool allows you to easily compare differently filtered reports side by side to quickly visualize data.
Within a report, select the Filter button, then the Compare button.
You can compare to the previous year's results or click "Custom Input" to create a custom filtered report for certain users, accounts, org levels, clients, reporting groups, or date ranges. If Benchmarks are turned on, you can compare your SEQ to Benchmark data.