For new deals, we usually have 2 to 4 workflows per deal (MSA, BAA, SOW, NDA). We think of them grouped by "deal" (ex: how many deals is each attorney working on). Is there a way on the dashboard to show a view of all in process workflows but grouped by customer name? I.e. is there a "group by" function to views and reports similar to what you'd see in a spreadsheet program?
