Key Steps and Timeline How we’ll deliver your Accelerator Milestone Duration Delivery Method Estimated Timeframe Prepare Review Entrance Criteria N/A Start date Conference call (sponsor) Complete on the call with Success Specialist • Review Reporting Best Practices • Review Lightning Report Builder • Build sample report and dashboard. Conference call Start + 14 days Deliver 2 hours • Choose an applicable reporting package on the AppExchange and install (stakeholders, sponsor, admin) into sandbox. • Modify underlying reports in package if needed. • Review all available resources. Final Recommendations (Email) Verify • Customer to complete survey call 10 minutes Email (sponsor) Start + 28 days Total Timing: Plan on approximately three hours for the sponsor and three hours for the admin and stakeholders.