Risk and issues page - Product Documentation: Yokohama

Risk and issues page

This page provides detailed information about a risk signal including risk occurrences, threshold values, and risk solution.

To view this page, follow these steps: Login as a user with the sn_acct_lc.ale_success_agent role. Navigate to Workspaces > CSM/FSM Configurable Workpace and select the List icon. Navigate to Customer Success > All Risks and Issues and click Number column to open the record. You can also navigate to this page from the Risk portfolio dashboard .

You can see the following details: Engagement details: This section shows the details of the engagement for which the risk signal has been generated. It includes the Contract value, Stage, Next Renewal date, Health, and so on. Risk signal details: The risk signal details including probability, tracking method, category, and so on. See Create a risk signal for details. Risk occurrence: List of risk occurrences based on the scheduled job. This includes the start and end dates on which the scheduled job was executed, the current value, threshold value, and the gap. Click on the link to drill down to the Risk Occurrence page.

The following options are available: Discuss: Click Discuss to start a sidebar discussion about this risk signal. In the popup window, select the participants who need to participate in the discussion, enter a brief message, and click Start discussion . A window appears with a link to the record. Click Open record and start the discussion. When the discussion has been completed, you can see the details in the Activity stream. Create success play: See Create a success play Export: Click Export to export the risk occurrences or solutions to an Excel file.