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For V3D challenge E1- visibility into At Risk customers that have upcoming renewals to ensure they are managed appropriately.



Ex. 1 -- Call to Action Object - Customers w/Upcoming Renewal w/Flagged Risk CTA



Object: Call to Action



Show Me: Account Name, Renewal Date, ARR, Call to Action Name, Reason Name, Due Date



Filters:


  1. Status | includes | New, Work in Progress
  2. CTA Type | equals | Risk
  3. isFlagged | equals | true
  4. Renewal Date | equals | Next 90 Days





Ex 2 -- Customers Object - Customers w/Upcoming Renewal w/Overall Health <50



Object: Customer



Show Me: Account Name, Renewal Date, ARR, Current Score Value



Filters:

  1. Renewal Date | equals | Next 90 Days
  2. Current Score Value | less or equal to | 50



These are awesome Kendra - thanks for the suggestion! We've added to the next Vault Sprint.

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