Hello
The more our CSMs use Success Plans to track customer commitments, the more we hear request about wanting to export tasks/comments/descriptions into Excel. Problem is that Success Plans consist of data from multiple objects.
Is there a good way to set up a dashboard for people to select a particular plan and to be able to export all its the data into excel? We’re looking for the ability to see the below, all in one:
- Plan info, date created, who owns it, overall completion % etc
- Objectives/CTAs within the plan - name of each, owners, status, comments, contacts assigned, deadlines, number of tasks assigned to each, completion % etc
- Tasks within those objectives - names of tasks, owners, comments, descriptions, dates ets
Whilst we can have these 3 reports created, and filter the dashboard by a particular customer name, I have not found a way to link all three together i.e. show which tasks belong under which objectives for which plan
It is also very clunky to work with 3 data sets combining them all into one.
Thanks
Katerina
