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Tracking NRR
Hey there, I'm hoping I can get some tips and advice! I'm a fairly basic user of Catalyst however now trying to utilise it a bit better of late and looking to implement monthly NRR tracking. Wonderin…5 -
Fiscal Quarters for Opp segments
I'm really struggling with Opportunity Management segments because there's no concept of Fiscal Quarter in the filters. Right now we have set the Before/After date filters manually, which then means …5 -
Customer Health Score when you offer multiple products
Hey Catalyst admins! I'm a CX Ops Analyst and our main admin on Catalyst. Wondering if anyone has some ideas to share around how you build your customer health score when you offer multiple products.…6
