← Back
Dashboard

Pathfinder - Account Assortment

Pathfinder - Account Assortment

The Pathfinder Account Assortment report transitions the CBP Account Assortment data from legacy systems (CAS and Salesforce) to a unified data lake environment. This migration supports enhanced data availability, phased system upgrades, and ensures continued business continuity as CAS is decommissioned.

Link to Product
Don’t have access? Click here to request it.
View full details
Function:Sales
Contact:Livia Zhang
Business Owner:Laura Erechetti
Refresh Frequency:Daily
Year of Release:2025
Frontend Support:DDaaS
Backend Support:DDaaS

Key Questions Answered

Everything users usually ask, covered here.

  • What is my total planned volume from Salesforce?
  • What is my breakout for CBP (Account Plan) base and incremental Volume and GSV?
  • What is my LE or Year End Estimate for the year that is in Salesforce?
  • What does my plan GSV for the year look like verses my actuals?

You May Also Like

Function
  • Function
  • Contact
  • Business Owner
  • Product Type