Success Plan Type Reporting

  • 1
  • Question
  • Updated 1 week ago
We currently are moving some customers from an existing solution to an improved, completely separate one. This process is long term, with a lot of moving parts so I've created a Success Plan Type for the affected customers. The CSMs are working through these transitions for the first time, so not only would we like to track progress on the customer level, but also overall efficacy of the outlined steps and health of the transition on the whole. Is there a way to report on the percent complete, or something similar for all active success plans of x type?
Photo of Niki Olmstead

Niki Olmstead

  • 402 Points 250 badge 2x thumb

Posted 1 week ago

  • 1

Be the first to post a reply!