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CX - Gainsight - Coggle Diagram

- - - - Alert when not tracking to goal
    - - Customer feedback analysis on Event
- - - - Start Date / End Date
      - EA Consumption
        
        Set time based consumption goals
        
        Alert on missed targets
      - Alert on EAs without renewal tip completed
      - EA Program Completion
        
        CSP (Status)
        
        SBO (Status)
  - - - Set time based consumption goals
        
        Alert when off target
  - - - Deals going backwards in pipeline
      - Opportunities where a renewal has not been sent at 30 day mark
- - - - Active / Prospect
        
        Alerting at 45 days prior to moving to prospect
      - Credit hold / no credit hold
    - - ELT
      - Buyers
      - Champion
    - - Avg days for deals
        
        Alert over avg length
      - Upsell opportunity
        
        Qualifying SKUs include ex: DNA but no DNA appliance sold or in pipeline
      - Deal Reg past due / Quote Expired
      - Tasks exceeding avg time for turnaround: SOW / BOM / Quote
      - Deal reg approval exceeding 48 hours
  - - - Alert on per Q below
- - - - CTA - On Decrease
- - - - Red / Yellow / Green
      - Project Milestone Forecast
    - - On budget
      - Customer feedback
  - - - Notification based on exceeding avg thresholds