Customizing the Snapshot Report can ensure that it fits perfectly with the sales story your telling your prospects. With so many different elements to customize, it can lead to many questions. Below are answers to common questions about Snapshot Report customization.
Can you remove letter grades from the Snapshot Report?
Letter grades can be removed from Snapshot Reports both across all accounts or on an individual basis.
To remove them from all future reports, go to Partner Center > Administration > Sales > Edit Default Snapshot Template.
Once you're in the template edit screen, deselect 'Show letter grades and Overall Score'.
You also have the option of only removing the secondary letter grades, which are the grades found within each section. This will allow you continue showing the overall grade for each section, but remove grading for each data point.
NOTE: This will remove letter grades for all Snapshots created after the change in the template.
You can also remove or add grades on an individual Snapshot basis. Simply select the specific Snapshot Report from Sales & Success Center. When accessed, you'll see the same options as those from the edit template screen. Either select or deselect the 'Show letter grades and Overall Score' option as needed.