Adding Sub-Categories to Objectives within Success Plans

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.