Success Plans Tracking Date of Status Changes
CS Reports & Dashboards
Now that you can generate Success Plans via the Rules Engine, we're using that functionality to add Success Plans for our CSMs as a Draft, and then, asking them to customize and make it active. Currently, I don't think there's a way to tell the difference between when a plan was created versus when it was made active. It would great to have this so that we could report off of how long it's taking our teams to complete the building of the plan and make it active.
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Thanks for the post. This totally makes sense. I am adding this in the roadmap.
Thanks,
Nitisha
This is available now. We have added 'Active Date' and 'Closed Date' in CTA Group object and these fields will capture dates on which plan was activated and closed respectively.
Thanks,
Nitisha