Add a primary success outcome
Create a primary success outcome that can be used to measure the achievement of a success objective.
Before you begin
Role required: sn_acct_lc.customer_success_agent
About this task
Primary success outcomes are measurable components of success objectives. They’re both measurable and actionable. Progress can be tracked automatically using data collected by the Data Context Engine, or manually for outcomes that aren't easily tracked through metrics.
Procedure
Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
Navigate to the Customer Success > All Outcomes and select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | System generated unique number for the onboarding case record. |
| Account | The account number of the enterprise customer associated with the account. |
| Success objective | Select the success objective with which this outcome should be associated. This is a required field. |
| Owner | The internal person responsible for tracking the achievement of this outcome. |
| State | State of the primary success outcome.- New - In progress - Paused - Canceled - Closed |
| Progress | Current progress of this outcome.- Not Started - On-Track - At Risk - Paused - Completed - Canceled |
| Priority | Priority of this outcome in comparison to others.- Critical - High - Medium - Low - Very Low |
| Planned start | Date on which the work for this outcome is scheduled to start. |
| Planned stop | Date on which the work for this outcome is scheduled to stop. |
| Title | Enter a title for this outcome. This is a required field. |
| Watch list | Select the users who should be notified of any updates to the outcome. |
| Work notes list | Select the users who should be notified of any updates to the worknotes. |
| Description | Enter a description for this outcome. This is a required field. |
| Work notes | Any internal notes regarding this outcome. |
| Unit | Unit of measurement of this success outcome. |
| Tracking method | Tracking method for this outcome.- Manual: Enter the measurement unit and values manually. - Metric: Select a metric from the list. The values are populated automatically if the data source and context engine mapping have been configured. Note: The metric values are automatically populated if:
|
| Base value | Starting point or base value for this outcome. |
| Target value | Target value that is to be achieved. |
| Current value | Current value of the primary success outcome. |
- Select Save to create a primary success outcome.
What to do next
Add a success initiative to capture the activities required to achieve this outcome. See Add a success initiative.
Parent Topic:Create a success blueprint manually