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TurkOfAges
Contributor ⭐️⭐️⭐️
June 9, 2023
New Idea

Customer Goals: Manual Adjustment of Percent Completion

Related products:CS Other Features
  • June 9, 2023
  • 1 reply
  • 27 views

Within Customer Goals, it would be ideal for us to have the option to manually adjust the percent completion of a goal, separate from the CTAs/Success Plans logged against the goal. 

One of our use cases involve tracking towards customer financial ROI goals. In this case, we aren’t necessarily tracking activity/task completion and merely tracking towards a financial goal This is where a slider of some sort would be ideal.

Our current workaround is to create CTAs to influence the percent completion.

1 reply

Helper ⭐️
June 15, 2023

I didn’t see this when I just made my post but sounds similar:

Track progress of Goals based on custom measure and not just on success plan or CTA completion