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cara_brill
Contributor ⭐️⭐️⭐️
June 21, 2016

Is there a way to show progress toward renewal goals in Reports 2.0?

  • June 21, 2016
  • 14 replies
  • 159 views
Is there a way to add a line to a Current Year renewals chart so that we can see how we're tracking toward our renewal goal?

    14 replies

    sara_hoeffler
    Contributor ⭐️⭐️⭐️⭐️⭐️
    June 21, 2016
    We'd also like to be able to show a goal line in reporting.  The specific use case at my org has been health score goals.
    gaurav_kotak
    Expert ⭐️
    June 21, 2016
    I agree this is useful use case. Over the next few weeks we want to gather requirements / determine scope. One initial question - Do you view this goal as a static number that admin enters or is calculated formulae based on past data or some other fields/values? Also I can imagine how I visualize this in table, bar, line charts. Should we limit it to these visualization and just ignore goal for other visualizations?
    cara_brill
    Contributor ⭐️⭐️⭐️
    June 21, 2016
    It would be ideal to have the option to have a static number that the admin enters or have the option to calculate the goal based on data (for example renewal goal of 80% current ACV). The visualization, for our purposes, would only be needed in table, bar, and line charts, so ignoring it for other visualizations would be fine. 
    gaurav_kotak
    Expert ⭐️
    June 21, 2016
    Thanks Cara. One more question - would goals be at top-level, or would you also expect to define goals by slices e.g. forecast goal by product, forecast goal for account manager A, forecast goal for industry = finance etc. etc
    cara_brill
    Contributor ⭐️⭐️⭐️
    June 21, 2016
    Currently we're only looking for top-level goals.
    gaurav_kotak
    Expert ⭐️
    June 22, 2016
    Ok that's helpful to know. top-level and constant goals make it easier. We'll now determine if that alone can be MVP or we need to add a bit more flexibility. We'll work on this over the next few week to get it to engineering in Q3
    cara_brill
    Contributor ⭐️⭐️⭐️
    June 22, 2016
    Glad to hear, thank you for update!
    daniel_oberes_b2e3e0
    Contributor ⭐️⭐️⭐️⭐️
    December 23, 2016
    Hi All,

    Has this been released? 

    Looking for a way to set static numeric targets and then compare against actuals over time.This would be broader than renewals, we would want to see planned, forecasted and actuals for things like user adoption/utilization targets or other metrics targets. 

    These would be monthly targets that could be rolled up. Targets would be assigned to account owners or anyone on an account team. 

    I can file a separate request as well.

    d
    gaurav_kotak
    Expert ⭐️
    December 27, 2016
    Hi Daniel, Not yet. We are currently trying to figure out the details (since a static number may likely not be enough). I will post update here in next few weeks to get yours and others input once we have more details. Thanks
    daniel_oberes_b2e3e0
    Contributor ⭐️⭐️⭐️⭐️
    December 28, 2016
    Thanks. In my use case, a static target would need to be set which would change later. For example, a sales quota for the most part does not change within a quarter.