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sagan_sherlin
sagan_sherlin
Helper ⭐️⭐️
September 6, 2018
Question

Question. Anyone calculating 'Remaining' CTAs or Customizing Calls to Actions?

  • September 6, 2018
  • 3 replies
  • 54 views
We drop X number of CTAs every Quarter - a request came in to find a way to display the remaining number.  While we have a dashboard that monitors and tracks the created/closed - the request is for a quick glance, smaller report/graph that just displays remaining number.

Ideally, I want to be able to create a field in the Call to Action area - that I then can create a few rules around.  Then use reporting to give my totals.  Much like I do know with calculating created/closed.

They can manually calculate this themselves - but the wish is for a new report that just display remaining numbers.

[i]I'm also curious about customization to this area.  I see a spot to add fields (in admin), but not sure where to create a field so it displays there.  If I can figure that - that may solve my issues.  Not sure.

    3 replies

    tim_schukar
    tim_schukar
    Helper ⭐️⭐️⭐️
    September 6, 2018
    Hey Segan!  

    I think you would want to do this with an MDA object instead of a new field on the CTA object - unless you are ok with loosing the visibility once the quarter is done.

    I'm seeing the architecture look something like this:

    1. Create an MDA Object "Quarter CTA Closures" with at minimum "Year", "Quarter", "CTAs Created", "CTAs Closed-Success", "Percentage Closed Success", etc.

    2. Create a bionic rule dataset that pulls all CTAs that were created in the quarter in question using a using a count distinct aggregation.

    3. Create a bionic rule dataset that pulls all CTAs that are of Call to Action:Status = "Closed Success" that were closed in the quarter in question using a count distinct aggregation.

    4. Create a Transformation step and use the Numeric Expression to calculate the Count of CTAs Opened / Count of CTAs Closed.

    5. Load all three fields to the MDA object with custom fields to set the year/quarter/etc.

    I would set this up each quarter and have it run nightly/weekly to keep accurate status as CTAs are created/closed-success throughout the quarter.

    Would this accomplish your objective?
      sagan_sherlin
      sagan_sherlinAuthor
      Helper ⭐️⭐️
      September 6, 2018
      For what the request is - it's okay to lose it once it's done.  Remaining is just a 'nice' feature that they are interested in.  If an item isn't completed, then it's notated on another report outside the current cycle (Quarter in this case).

      However, I took your steps and saved them.  You gave me an idea for another project I'm mapping out at the moment.  As always, thanks for the inspiration!
        tim_schukar
        tim_schukar
        Helper ⭐️⭐️⭐️
        September 6, 2018
        Awesome to hear and happy to help!
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