Cockpit
This can be either manually or automatically created, stored in cockpit, and identifies specific action to be taken for a customer
What is a Call To Action or CTA?
DAILY DOUBLE!!
The first section of the 360 used to get a quick overview of customer status
What is the Summary Section?
The individual components of a Scorecard.
What are Measures?
This is the centralized area where you can easily identify which customers to reach out to and why.
What is Cockpit?
The names of two custom sections on the Customer 360.
What are Panda Docs and CDP Usage?
The weighted aggregation of all measures.
What is Overall Score?
A specified set of tasks identified to complete a CTA.
What is Playbook?
C360 section that has contact records and where org charts can be created.
What is People?
The area that captures the score over the last 18 weeks.
What is Scorecard History?