Release Notes - Senaste uppdateringarna i Cirrus CRM
This search term is implemented from the desire to be able to see how many activities of a certain type are scheduled during the selected time period. This is independent of whether they are performed or not or when they were created.
Therefore, in step 3 when creating a KPI, you can now see the option "Planned". If you select it, Cirrus shows the number of planned activities during the selected time period, for example the number of planned meetings to be carried out in the current month.
Many thanks to our user Hedda for this idea 😊