Enhance the Account Plan Objectives experience so teams can (1) bulk-associate Opportunities with Objectives efficiently, (2) surface Closed/Won state on Objective-side opportunity links for success metrics, and (3) let admins remap the Objective completion % calculation beyond the task-closure-only default. Packaging remains additive and backward-compatible; coordinate scope with SCRUM-111 where Objective completion % configurability overlaps.
As an AE, strat planner, or admin running account planning,
I want faster linkage of Opportunities to Objectives, explicit success flags on linked deals, and configurability of how objective progress % is derived,
so that objective health reflects pipeline reality, coaching dashboards know which linked opps closed, and reps spend less time on repetitive clicking.
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Planned
Backlog
account_plans
About 2 months ago

Nick Campion
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Planned
Backlog
account_plans
About 2 months ago

Nick Campion
Get notified by email when there are changes.