My expectation that the ultimate goal is the normalization of client names across products / datasets for simple reporting.
For example, consider the following fictitious example:
Webroot:
Client Count
CompanyOne 10
CompanyTwo 20
Sentinel One:
Client Count
Company-One 5
Company-Two 15
Mapping:
ConnectWise Manage Webroot Sentinel One
Company One CompanyOne Company-One
Company Two CompanyTwo Company-Two
Sample Report:
Client Weboot Sentinel One
Company One 10 5
Company Two 20 15
With this reporting dataset, slicers would work as long as the source of the names were the Manage clients.
When I look at most of the datasets, I would expect to see the “native” client name and an alternate “Mapped” client name. For reporting purposes, we’d standardize on the mapped version.
Created by Product Zendesk
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