79 - Enhance Objective component: bulk Opportunity linking, Closed/Won flags, configurable completion %

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.

User story

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.

Please authenticate to join the conversation.

Upvoters
Status

Planned

Board

Backlog

Tags

account_plans

Date

About 2 months ago

Author

Nick Campion

Subscribe to post

Get notified by email when there are changes.