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chad_horenfeldt_c2ba52
chad_horenfeldt_c2ba52
Contributor ⭐️⭐️⭐️⭐️
May 26, 2015
Question

Measuring team on CTA performance

  • May 26, 2015
  • 5 replies
  • 136 views
How do people track / measure their team on their ability to work through their CTAs? As an example, I would like to see percentage breakdowns by CTA type (risk, event, opportunity) and even down to a specific CTA. Is this possible? I also have heard that some people have created Milestones and tracked it this way. 

Any insight / examples would help. The standard leaderboard in the Cockpit isn't sufficient

    5 replies

    emma
    emma
    Contributor ⭐️⭐️
    May 28, 2015
    We're still in the piloting phase with a subset of our accounts, so I'm not sure if the best way, but we created a dashboard of CTAs closed in the past month with renewal date, account name, CTA Action Name, CSM Name, Status, and Sum of MRR.  We are currently measuring CSM performance on the number of CTAs closed per month (except "Closed-Invalid").
      lilian_king
      lilian_king
      Contributor ⭐️⭐️
      August 6, 2015
      I'm trying to figure this out as well.  Chad- have you come up with a solution since you first posted this a couple months ago?
      chad_horenfeldt_c2ba52
      chad_horenfeldt_c2ba52Author
      Contributor ⭐️⭐️⭐️⭐️
      August 7, 2015
      Hi Lilian - have a chat with your CSM. There is a way to do this via milestones. What we're doing is ensuring that our team at least changes their risk CTAs to active. I need to put more process in soon.
      lilian_king
      lilian_king
      Contributor ⭐️⭐️
      August 10, 2015
      Thanks Chad!
      bmosesgainsightcom
      bmosesgainsightcom
      Contributor ⭐️
      September 4, 2015
      Hi Lilian and Chad,

      Per Emma's note - it is possible to report on CTAs open / closed by CSM. On the topic of CSM performance, other metrics you could look at include NPS or usage. 
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