Refactor ROI Success Plan health measure
Requirements | Request
The health measure for ROI Success Plans is very basic, with limited analysis of Success Plan quality. Let's consider:
- Which accounts have a Success Plan?
- Of those accounts, are they high quality, specific, and written for the customer's outcomes?
- Is it live with the customer or still being written?
- Status = Active
- Strategy field is not null
- Highlights field is not null
- Contains at least 1 objective
- Any of the items under Green is not true
- No success plan exists on the account