More Plan and Objective Functionality -- Reporting & Attribution

Keegan Janowiak

• November 16, 2020 16:51

We'd like to be able to set objectives based on attribute data. Then with that, we'd like to be able to report on the success of those objectives.

Example Objective:

Account {attribute} reaches {x amount OR y status} by {z date OR in w days OR weeks OR month}. 

I'd also like to be able to report on the success of these objectives so that we can actually see trends and determine if our CSMs are setting realistic goals, and if their accounts are achieving their goals set with their CSM. 

We'd like to be more outcome focused, and the way Plans and Objectives work today we can only really track effort. 

3

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  Thomas Favre-Bulle

  • November 19, 2020 13:24

  Agreed 100%. Right now objectives live in the account plan only, making it difficult to leverage them across the board.

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