How to Look at CTAs:
- Let’s see how many open, overdue, and closed CTAs there are, by assignee.
- You can also see the number of open CTAs by type.
- Let’s see how many CTAs were opened and closed in the past week.
- You can see the CTAs that were opened with this report.
- Let’s look at the open CTAs by reason.
- Let’s keep a finger on the pulse of open, flagged risk CTAs for accounts >$100K ARR, accounts >$50K ARR, and high-risk accounts.
- Let’s track overdue CTAs by CSM and reason.
- We can also look at overdue CTA percentage by CSM.
How to Track Cockpit Inactivity:
Advanced Task Management Assets
- You can see this quarter’s flagged risk CTAs by month and reason with this report.