Where can I learn more about how to set up the Mutual Success Plan?
Take a look at our set up document here.
The KPI important to my business is not presented in the list. What should I do?
You can create a custom KPI and provide your own name to it. Please note, that you won’t be able to track the real-time progress for the custom KPIs.
Can I set goals based on the custom metrics I track in the platform?
Yes, if you have a custom field created in Metadata and mapped to the appropriate field in your MA tool, you can set goals and track progress for the custom metrics as well. There are 2 types of KPIs available for the custom metrics:
- absolute - track the number of leads generated with the custom field
- relative - track the cost per lead with the custom field populated
I need to track the progress for my goal on a monthly basis. Can I do this now?
It is not possible to track the goal progress on a monthly basis now. We are taking into account the quarterly performance to calculate the progress.
How can I change the date range for the quarters in my goals?
The date range for quarters is based on the start of the fiscal year you set on the Reports > Cohort Analysis > Cohort All Stats report. Click the gear icon to update it.