It would be awesome to bring a metrics section front and center to the success plan to high-level track how the plan is working to hitting metrics.
We plan to use this for onboarding, and the metrics we track are:
- product usage >60% of allocated seats
- two wins accomplished
- onboarding complete in 30 business days
What I would love would be a meter at the top showing how we're tracking to these metrics, really calling attention to it. Would be awesome for the customer to see that as well. It helps answer the "so what" of the success plan... yes we're completing the tasks, etc, but how are things doing?
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Hi Jackie,
Thanks for sharing this. Do you already add the metrics to the "Plan Info" tab of the succcess plan?(and want it to stand out more?) Or are they not present on a success plan today?
Thanks for sharing this. Do you already add the metrics to the "Plan Info" tab of the succcess plan?(and want it to stand out more?) Or are they not present on a success plan today?
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