Hello team,
As of now, we do not have any field in the success plan object to report on the success plan templates. This would be great to add as we also do not have any workarounds available for now.
Thanks
Reporting on success plan temaplates
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+1000 we do a lot with success plan templates, and it’s a huge pain point to have to do a data designer across 3 objects to be able to get to which template is used with which plan. It seems like a core reporting need was missed with moving this object over to MDA. As we continue to expand success plan usage across our org, this pain is only going to increase.
+1000000000000000000000000000000
There needs to be a flattened Success Plan object that includes all the things - templates, playbooks, tasks, objectives, all the dates, etc.
And please include, at a per template level not just by inference on what it is attached to, if that template is at the Company, Relationship and/or Global level. And if it is active or not.
We can report on what playbooks have been used in CTAs. But we should also be able to report on what Objective Templates have been used! Main use case is if I'm creating new objective templates that are specific to customer use cases. I want to be able to see what customers have similar objectives because if I see there's a lot of overlap/repeat usecases, I can build better playbooks!I don't have any good workaround, other than maybe creating specific objective types for each objective template?
+1000000000
It’s a pain trying to scramble something together, as Heather exposed, the only way is vía DD
Putting this on your radar@Prateek Parashar
cc@mpatra