Question. Anyone calculating 'Remaining' CTAs or Customizing Calls to Actions?

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We drop X number of CTAs every Quarter - a request came in to find a way to display the remaining number.  While we have a dashboard that monitors and tracks the created/closed - the request is for a quick glance, smaller report/graph that just displays remaining number.

Ideally, I want to be able to create a field in the Call to Action area - that I then can create a few rules around.  Then use reporting to give my totals.  Much like I do know with calculating created/closed.

They can manually calculate this themselves - but the wish is for a new report that just display remaining numbers.

I'm also curious about customization to this area.  I see a spot to add fields (in admin), but not sure where to create a field so it displays there.  If I can figure that - that may solve my issues.  Not sure.
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Sagan Sherlin, Champion

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Posted 2 weeks ago

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Tim Schukar, Employee

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Hey Segan!  

I think you would want to do this with an MDA object instead of a new field on the CTA object - unless you are ok with loosing the visibility once the quarter is done.

I'm seeing the architecture look something like this:

1. Create an MDA Object "Quarter CTA Closures" with at minimum "Year", "Quarter", "CTAs Created", "CTAs Closed-Success", "Percentage Closed Success", etc.

2. Create a bionic rule dataset that pulls all CTAs that were created in the quarter in question using a using a count distinct aggregation.

3. Create a bionic rule dataset that pulls all CTAs that are of Call to Action:Status = "Closed Success" that were closed in the quarter in question using a count distinct aggregation.

4. Create a Transformation step and use the Numeric Expression to calculate the Count of CTAs Opened / Count of CTAs Closed.

5. Load all three fields to the MDA object with custom fields to set the year/quarter/etc.

I would set this up each quarter and have it run nightly/weekly to keep accurate status as CTAs are created/closed-success throughout the quarter.

Would this accomplish your objective?
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Sagan Sherlin, Champion

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For what the request is - it's okay to lose it once it's done.  Remaining is just a 'nice' feature that they are interested in.  If an item isn't completed, then it's notated on another report outside the current cycle (Quarter in this case).

However, I took your steps and saved them.  You gave me an idea for another project I'm mapping out at the moment.  As always, thanks for the inspiration!
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Tim Schukar, Employee

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Awesome to hear and happy to help!