Skip to Main Content
Marketscape Insights Idea Center
Status Future consideration
Categories User Experience
Created by Bernie Segura
Created on Jun 14, 2023

Quarterly Market Share Reports - Customized by Customer

Carter provides a quarterly Market Share report that to be shared with customers, must be customized for each customer based on the business lines and states they subscribe to. The CSM that is customizing each of these reports takes a significant amount of time to create these individual reports and is prone to error, particularly when creating several reports for customers back to back.

  • Attach files