Customizing columns in success plans

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  • Idea
  • Updated 10 months ago
  • Planned
It was mentioned to me by a customer today that it would be helpful to allow the columns shown in Success Plans to be customized.



The use case is that they would sometimes like to share the screen with their customer to review status on various objectives but they don't want to share the health score or ARR with the customer as not all customer participants should see this information. 

I know that we can modify columns in Cockpit, but is there a way to change what is shown in the columns in success plans?
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Dan Ahrens, Official Rep

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Posted 1 year ago

  • 4
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Nitisha Rathi, Product Manager

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Hi Dan,

I totally agree, we are planning to improve success plans UI in short term and we will take this up as a part of that initiative. 

Thanks,
Nitisha
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Jen Pakravan, Champion

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Is there an update on this? Because we have the same concern since one of our Success Plan types is one that we will be sharing with the customer quite frequently.
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Nitisha Rathi, Product Manager

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Hi,

This will be available in winter release.

Thanks,
Nitisha