Create AM dashboards - Githubissues

cal-itp / customer-success

Customer service and CRM tasks and related code

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Create AM dashboards #443

Open laneymangan opened 7 months ago

laneymangan commented 7 months ago

Report in hubspot for tracking how many agencies people have in what tier, how many agencies overall are in each tier
Include something for engagement so we can see if agencies should move up or down - this would also help us with reviewing categories on a monthly or quarterly basis

o-ram commented 7 months ago

Version of this for bullet 1 is currently tracked within our tiers spreadsheet. It will ideally be retired in favor of the more visual Hubspot report.

laneymangan commented 5 months ago

Drafting report here

laneymangan commented 5 months ago

Looking in to how to create report that tracks changes in tiers over time