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Persona-Based Customization

Tailor dashboards and workflows for different Solution Studio roles (e.g., Master Architect, Operations Lead).

Katie Cousino
Jul 9 2025
In Review

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Partner Persona Metrics Dashboard Merged

Display win rate, coverage rate, and close-date proximity metrics on the Partner Sponsor homepage, customizable by practice. Supporters: Pricing Leads, Pursuit Directors

Created 30 Jun 18:47 by Katie Cousino

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