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Adding Sub-Categories to Objectives within Success Plans

Related products:CS Cockpit & Playbooks
  • July 6, 2016
  • 1 reply
  • 31 views
samantha_braastad
jen_d44b8f
  • samantha_braastad
    samantha_braastad
  • jen_d44b8f
    jen_d44b8f

samantha_braastad
We currently categorize our Success Plan Objectives to align with the area of the scorecard that the objective is aligned with. For example, our

objective categories are based off of the 6 sections of the scorecard so we can

report on whether or not our success plans are moving the needle within the

scorecard. So, if a CSM is working on ‘Adoption’ with their customer, they

would leverage the objective category of ‘Adoption’ but there are multiple

facets of adoption that could be a focus such as Training & Education,

Implementation, Support, etc. We would like to associated these

‘sub-categories’ with the Adoption category so that when a CSM selects Adoption

as the category, only the related adoption sub-categories are available for

them to select. It would be beneficial to have 'sub-categories' that would allow you to get more granular to allow for more robust reporting and trend analysis across our customer base.

1 reply

nitisha_rathi
Thanks for posting this idea Samantha. We will look into it and keep you updated about the status.



Thanks,

Nitisha

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