Similar to a opportunity forecast to track "quota", "commit" or "closed", etc. I would like to report on user adoption/utilization (or other metrics) targets by month.
These values can be compared to the actual adoption on a single graph and table.
For example, if the goal is 100% license consumption at 12 months, a CSM would set a target value for user adoption or utilization for each month.
I'm thinking of success plans as analogous to opportunities in the sales forecast context. We would have several different types of success plans to track each of our targets.
On "quota", I would like the ability to set a "plan" for a given set of customers. Say we want set a 80% utilization target for a set of net new customers in a given quarter, I would like to see how the given plans can allow us to hit that target.
Already possible? I'm thinking success plans because you can add a target numbers at the plan level and in CTAs with monthly targets but this seems clunky.
User Adoption (or other metric)Planned, Forecast and Actual Reporting
CS Reports & Dashboards
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Daniel, thanks for separately posting on this topic. This is helpful. Over next few weeks I'll be working on more specifics and run it by you. Thanks.
This is a really good idea for SaaS models!
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