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andreammelde
andreammelde
Helper ⭐️⭐️
January 24, 2023
New Idea

Success Snapshot: Be able to create a slide on Customer Goals

Related products:CS Other Features
  • January 24, 2023
  • 1 reply
  • 36 views

With the push to use Customer Goals instead of Success Plans/ Objectives for overall customer KPIs, it would be great to be able to use them as an export slide in Success Snapshots.

 

Right now you can export reports on Success Plans/ Objectives to make that easy but you cannot pull in anything with Customer Goals

    1 reply

    arunabhat
    arunabhat
    Contributor ⭐️⭐️⭐️⭐️
    August 21, 2023

    @andreammelde Thank you bringing this up. I will add this to the roadmap but given the current organization priorities, Success Snapshots is one of the product areas which is in ‘maintenance’ mode until  after FY24. However, we will pick this up if priorities change. Appreciate your understanding. 

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