FAQ

Document Production for 'Client Meetings' Compared to Previous Period

Yes, the 'Communication Breakdown by Activity Label' widget can tell you this. After selecting your desired period (e.g., 'Month') and relevant filters, find the 'Client Meetings' activity label. Look at the "Documents" column; it will display the current number of documents and, crucially, a percentage change with a directional arrow. This percentage indicates whether document production has increased or decreased compared to the previous, identical period.

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