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Random question but does anyone have a customer story tracker / dashboard?
I have one that I use personally but my boss has challenged me to make something visible to our leadership. Before I create something from scratch I figured I'd check here -- does anyone have something like this that's working well for you?
For what's in progress or for what's already published?
in progress!
But I will probably include what's already published too by segment/product
For my last team we were using Smartsheets to track everything (not great but it’s what we had) and I had a kanban board view that I shared with my manager and his, and then created a dashboard view as well (working with my ops team) to view stats of published and in progress
Right now I’m using Asana and plan to do the same. Although don’t like that I can’t pull in SFDC data easily to make things move faster when adding new customers to the list etc
We use Asana! Here's a version of what it looks like. We have a separate "customer story matrix" for what's published. So that it's easier for the sales team to filter. There's also a zillion more columns to the right that include quotes from the stories, key stats, etc.
We use Asana! I've screen shotted a version of what it looks like. Could be easy to set something like this up in a google sheet if you're not using tools like Asana. We have a separate "customer story matrix" in a google sheet for what's published. It's easier for the sales team to filter that way. There's also a zillion more columns to the right that include quotes from the stories, key stats, etc.
Thanks all, this is super helpful!
And <@U07U20TAH6C> I will! Tim is the best!