Question
Set scorecard based on % of tasks in CTA completed
Is it possible to have a scorecard updated based on the number of tasks in a playbook completed. We are in the process of creating a new scorecard for those who are in onbparding stage and when a CSM is onboarding a new client they get a CTA assigned with 13 tasks. we'd like the scorecard to change to red if only X% of those 13 tasks were completed by Y date. Is that possible?
Actually I think I found a way to do this by running a rule on the call to action object. I see there's a field for number of open and closed tasks
Hi Berin,
You can also create a formula field using open and closed task fields to calculate the CTA score.
Thanks,
Nitisha
You can also create a formula field using open and closed task fields to calculate the CTA score.
Thanks,
Nitisha
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.