About template settings

How do you want the assessments to look like, when your team is glancing through them in the heat map? This you can customize in Template settings.

 

Settings related to object

Headline is set to describes the main “Name” of your object. It does not necessarily has to be a name, but can be a campaign ID, amount or fiscal period. 

Tagline is set to is the secondary “Name” below the headline, when glancing through the consolidated report. 

Below is how it looks like in ARPEDIO. Here, the objects has an opportunity name as Headline and the Tagline is set to account name.

Template builder settings

Here you can enable or disable the High-level assessment feature.
Remember to click save


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