July 2025: Action Anything is here!

What’s New

• Unlimited Action Creation
  Create actions for any data point or insight you find in C60, from customer service costs to batching accuracy, or anything in between.

• Custom Contextual Fields
  Add your own fields (e.g. Customer, Dashboard, Opportunity Type) to each action for richer context and easier search.

• Dynamic Impact Tracking
  Watch your projected impact metrics update in real time as you add and save actions.

Why It Matters

• Full Flexibility: Act on the data that matters most to your business - no restrictions.

• Better Visibility: Custom fields help you categorize, filter, and find actions faster.

• Data-Driven Execution: Instantly see how new actions move your key metrics, keeping everyone aligned on impact.

How to Use “Action Anything”

1. Open the Actions Panel
   Click Actions in the left-hand navigation.

2. Start a New Action
   Hit the Create Action button at the bottom of the panel.

3. Fill in the Basics

   • Title: Name your action (e.g., “Optimize Customer Load Size”)

   • Impact: Estimated value (e.g., $140K)

   • Due Date & Assignee

   • Description: Any details or next steps

4. Add Contextual Fields
   Click Add Field to tag your action with:

   • Customer (pick from your list)

   • Dashboard (e.g., Customer Service)

   • Etc.

5. Save & Watch Your Impact

   • Your projected impact metrics update instantly.

   • The new action appears in your action list - click to view, edit, or mark complete.