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sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
August 31, 2023
New Idea

Ability to add Scorecard view as tab on CTA Layout

Related products:CS Cockpit & Playbooks
  • August 31, 2023
  • 1 reply
  • 35 views

It would be awesome if on CTAs, there was a tab for Scorecard (optional tab that an admin could choose to include or exclude when configuring the CTA layout). As part of risk review processes, this type of information is helpful to have easily accessible in a CTA. It would have the pretty colors and UI of the regular “Scorecard” tab in the C360.

Bonus points if the CSM could edit the editable measures directly in the tab of the CTA (such as CSM Sentiment) -- just like we can do for Company fields that we make editable on the CTA layout.

1 reply

TMaier
Helper ⭐️
August 31, 2023

Cool idea for an out of the box option that would definitely get used - anything to save a click!