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Clients Performance Overview: auto-add metrics and goals on Client Accounts home pages as favorites


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Milos Vukotic

Currently, Clients Performance Overview page work separately from other places in-app (except Client Accounts Goal page is reflected on the Client Goal Overview page).

Customer would like for the platform to automatically add the metrics and goals set on the Client Performance Overview pages to Client Accounts home pages as favorite metrics and goals, or having a checkbox to select this option.

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