Overview
Background
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List project goals and the metrics we’ll use to judge success
Goal | Metric |
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Reports of recommended ADs Recommended AD list provided to CCH end-users based on account industry information. | Percentage of users who view recommended ADs list. |
Reports of recommended ADs Recommended AD list provided to CCH end-users based on account affiliation information. | Percentage of users who view recommended ADs list. |
Reports of recommended ADs Recommended AD list provided to CCH end-users based on account state-agency information. | Percentage of users who view recommended ADs list. |
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As per the requirements below, the HubSpot data regarding Industry must be up to date for all customers in order to provide an accurate recommendation for a customer in the same industry.
Assumptions
Updates will be done in CCH in order to buy us time to get a more sophisticated solution UC 4.0
Milestones and Phases
List the project milestones along with how that milestone can be successfully measured.
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