Engagements

Configure engagement health scores, risk definitions, and the color banding table to monitor and visualize the health and risk of engagements.

• Calculate the engagement health score
  Use the Calculated metric data source to determine the health score of an engagement.
• Define risk criteria
  Use the engagement risk definition to configure the metrics required to define the risk signals for an engagement.
• Set up the color banding table
  Use the color banding table to set up how the engagement health score is visually represented in the Success Landing and Engagement pages.

Parent Topic:Configure customer success