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Visualize health rank metrics in bar charts
When using a "Bar" component within custom reports, you can now choose Health score as a selectable metric (x-axis).
Considerations
- The following quick link options are available for y-axis: Accounts, Contract Value.
- The bars automatically reflect the color of the health rank (green, yellow, red).
Visualize progress (percentage/gauge) in custom reports
Add a new component within your custom reports to calculate percentages using two metrics; for example, percent of onboarding accounts at risk.
Considerations
- Present information either in a gauge format or percentage.
- Choose to a segment for the denominator (At Risk accounts out of All Accounts) or a static number (e.g., At Risk accounts out of 10).
- Establish a target percentage for specific goals. (Must choose to default to Target Color from Design tab.)
- Available for segments based on the following objects: Account, opportunity, user, task, touchpoint, and collection.
Visualize NPS and CSAT scores in custom reports
Add a new component within your custom reports to visualize NPS and CSAT scores; for example, see the NPS score of my key contacts over the last 90 days. Or see the onboarding CSAT scores for all users who have recently gone through onboarding.
Considerations
- Establish a target percentage for specific scores. (Must choose to default to Target Color from Design tab.)
- Available for segments based on the user object.
Create new segment types / change segment type in Report Builder
When editing a component within report builder, you can now save new segments and change your segment type to any object compatible compatible with the selected component (e.g., accounts, users, collections, tasks, or touchpoints). Simply clear any existing filters to see a drop-down menu of available objects:
Previously, you could only save as new segments for account objects within Report Builder; otherwise, you had to leave the editor to create/save a new segment. This change allows for faster iteration as you build reports.
Include custom reports in copied SuccessBLOCs
Custom reports are now included in the selection process when copying SuccessBLOCs across teams. Previously, only legacy reports were available to copy.
Bug fixes
[Bug Fix] Issue with loading data preview of new and existing Amazon S3 outbound integration jobs. This issue is now resolved.
[Bug Fix] Resolved an issue in campaigns where CSAT and NPS components did not show the configured text in editor.
[Bug Fix] When trying to add an attribute to the collection from the account profile, the attribute would disappear and not save. After the fix, the attribute is created as expected.
[Bug Fix] The drop-down for the multi-select list attribute type did not display correctly, with no spacing and line breaks in the SuccessPlay filter. The issue has been resolved.
[Bug Fix] License utilization hierarchy roll-up based on the calculated built-in metric (AVG) populated an incorrect value in percentage. The issue has been resolved.
[Bug Fix] Folders with long structure caused display issues when saving segments from the Report tab in the SuccessBLOC. The issue has been resolved.
[Bug Fix] When overdue tasks are completed, the account returned in the segment when using the overdue filter. The issue has been resolved.
[Bug Fix] In some cases, SuccessFlow was empty for SuccessPlays in reports. This issue has been resolved.