success-plan-progress-review

Generate a success plan progress review by supplying operation=review and an account_name resolving to a context canvas file, then add CSM milestone updates to produce a structured scorecard scoring milestones as On Track, At Risk, or Missed.

A success plan progress review is an audit-friendly snapshot reconciling scattered milestone and OCV updates into structured tables. You need one for point-in-time account progress checks, QBR pre-work, or generating customer-ready context artifacts.

Yes, you can optionally include OCV outcomes status in your progress snapshot. The review generates an OCV outcomes table classifying each outcome as Delivered, In Progress, Not Started, or Blocked alongside the milestone scorecard.

To get actionable CSM next steps, process milestone updates through the progress review. It automatically generates a CSM Action List tailored to At Risk and Missed milestones, including specific recovery and escalation guidance.

Yes, the progress review requires an existing success plan canvas. You must provide an account_name that resolves to a context canvas file so the tool can reconcile upstream plan data with new milestone status updates.

From a milestone progress review, you can optionally create a customer-facing summary and a QBR pre-work note. These artifacts are generated in a suitable format as downstream outputs in the success plan chain.