Set scorecard based on % of tasks in CTA completed

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  • Updated 1 year ago
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Is it possible to have a scorecard updated based on the number of tasks in a playbook completed. We are in the process of creating a new scorecard for those who are in onbparding stage and when a CSM is onboarding a new client they get a CTA assigned with 13 tasks. we'd like the scorecard to change to red if only X% of those 13 tasks were completed by Y date. Is that possible?
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Berin Bezmen

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Posted 1 year ago

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Berin Bezmen

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Actually I think I found a way to do this by running a rule on the call to action object. I see there's a field for number of open and closed tasks
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Nitisha Rathi, Employee

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Hi Berin,

You can also create a formula field usingĀ open and closed task fields to calculate the CTA score.

Thanks,
Nitisha