When are Key Metric values updated at the Territory Information Bar in Align?
Key Metric values are updated every time when any of the following jobs have run or actions are taken:
- Any UI Changes
- Import from CRM
- Account Assignment Preview
- Data Loading Records
Note: The Vault job, responsible for this update process runs in the background. In the event, the Align instance contains large amounts of data, the job could take from several minutes to hours to finish. The time required depends on the amount of data the Align instance contains.
Align Help Documentation: Territory Information Bar
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