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Adding Sub-Categories to Objectives within Success Plans

  • July 6, 2016
  • 1 reply
  • 37 views

samantha_braastad
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We currently categorize our Success Plan Objectives to align with the area of the scorecard that the objective is aligned with. For example, our
objective categories are based off of the 6 sections of the scorecard so we can
report on whether or not our success plans are moving the needle within the
scorecard. So, if a CSM is working on ‘Adoption’ with their customer, they
would leverage the objective category of ‘Adoption’ but there are multiple
facets of adoption that could be a focus such as Training & Education,
Implementation, Support, etc. We would like to associated these
‘sub-categories’ with the Adoption category so that when a CSM selects Adoption
as the category, only the related adoption sub-categories are available for
them to select. It would be beneficial to have 'sub-categories' that would allow you to get more granular to allow for more robust reporting and trend analysis across our customer base.

1 reply

nitisha_rathi
  • Expert ⭐️⭐️
  • July 12, 2016
Thanks for posting this idea Samantha. We will look into it and keep you updated about the status.

Thanks,
Nitisha