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trevor_shand
Helper ⭐️
December 6, 2016
Question

How are others using Success Plan completion % for reporting?

  • December 6, 2016
  • 2 replies
  • 74 views
We usually have more than one success plan open for a customer. My challenge for reporting becomes what do I use as my overall complete number? If I only use active success plans then the CSM could be 50% of the way through his total success  plans (2 plans each with ten tasks, 9 complete in plan A and 1 complete in plan b). Then (s)he completes the final task for plan A and closes things, now their complete % drops to 10%. Conversely if I use non-active plans (closed) then once we have a large number of closed tasks, the open tasks will not move the needle much and 90% complete won't mean much. 

Thoughts?

    2 replies

    daniel_oberes_b2e3e0
    Contributor ⭐️⭐️⭐️⭐️
    December 19, 2016
    What are you trying to measure?

    It seems percentage complete should be used in a predefined set of tasks - it shouldn't be a moving target.
    john_gallinagh
    Contributor ⭐️⭐️
    May 11, 2017
    Trevor, we recently leveraged Success Plans to keep track of our ProServ projects.  Pretty solid use case.