Add linked action count by Opportunity

I would like to be able to see a count of linked actions to an opportunity in the list columns, but also be able to create an insight to display that information.  We currently have people adding opportunities just to make it look like they are doing something and we have no documentation without digging around.  We want to audit our gift officers and measure performance using their opportunity performance as well as other things but I can only pull this information currently out of RE and would rather be able to add the information to their dashboards I have created for each.

  • Cammi Derr
  • Apr 8 2019
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