Question

How to report on accounts stuck with same account health for multiple weeks

  • 19 December 2019
  • 0 replies
  • 26 views

Badge

Use case: My mgmt team would like to easily flag accounts that have been stuck in a specific account health score for the last 6 weeks.

We already have reports to surface when an account moved from one score to another WoW. However, we don’t want to lose sight of the accounts that remain in yellow or red. These could signal accounts that we continuly are not gaining traction within. 

Does anyone know how to acheive this? 

 

I tried using the current and previous score on the company object, but I’m having trouble validating that those scores snapshot the scores in the way that I expect. From what I can tell, those values will not give me what I need for this ask. 

 

Thanks for the help!


0 replies

Be the first to reply!

Reply