Planned Benefits by Year Stacked by Goal – SQL

Name: Planned Benefits by Year Stacked by Goal - SQL
SKU: EX1693-S
Availability: InStock

This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Goal, then presents a stacked bar chart.

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RegoXchange Content ID: EX1693

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Content Type: Clarity Studio

Related Modules: Benefits

Company: Rego Consulting

Planned Benefits by Year Stacked by Goal – SQL

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Planned Benefits by Year Stacked by Objective – SQL

Planned Benefits by Year Stacked by Goal – SQL

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Download Details

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