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New Idea

Back dating goal data

Related products:CS Success Plans & Customer Goals
  • August 12, 2025
  • 0 replies
  • 5 views

manda.edmonds
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It would be great if folks could back date “actual” data.

 

Use Case:

I am a CSM and I have a goal that is set with a customer.  The customer says I want to grow X amount per month starting two months ago.  It would be great if there was date control enabled.

 

Further, what if I forgot to update for December and it is now January and I want to add in the data?

 

Thanks!