We want to see how many times a CSM had a On Track status for a specific type of CTA and we want to see this YTD, is it possible to see this now? This is to help determine KPIs for our CSMs.
Reporting - Historical Call to Action Data
To put it a bit more clearly, the filters would be similar to this:
- Created Date = This Year
- Status = On Track
- CSM = [insert desired name here]
- Type = [insert desired type here]
To get the KPI, you can do a distinct count of the CTA GSID to give you the number of CTAs matching your filter criteria, and then you can add necessary fields to the drilldown as needed.
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