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Helper ⭐️⭐️
October 10, 2023
Question

Snapshot the fields in success plan

  • October 10, 2023
  • 0 replies
  • 17 views

Hi,
We are leveraging success plans  for risk mitigation.
Are there any best practices to track the historical trend (snaphoting  every week)of a success plan like risk score, status, products at risk, etc.