I am trying to find a better way to capture customer KPI targets towards their objectives and their current progress towards those objectives. I want the team to be more data driven in their conversations and right now the Success Criteria is text and not the best for capturing goal progress/status. I’d like to add additional fields to help with this.
One idea I had was to customize either the Objective or Task screen at the success plan level. Right now the Task screen is the same for all tasks (for Success Plans and CTAs). And the Objective screen is not customizable (from what I can find). Would it be possible to make the success plan objective and/or task customizable?