Allow user to set and track goals across entire book of clients

edited April 2022 in Goals
It would be nice to be able to set a goal across all of a CSM's clients. These goals would be tied to universal client fields (Success Score, Pulse Score, Custom Field).
-Decrease clients from At-Risk, to healthy by 10%.
-Increase average Success score from 30 to 40 points.
This would allow me to set goals for my entire book of business. Additionally, it would allow leaders to align our efforts to company OKR's.
If we could set the goal based on individual CSM, and/or Client type, that would be ideal - allowing us to set individual goals as a CSM, or a company goal across all clients.
5
5 votes

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