---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a primary success outcome

# Create a primary success outcome {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

Create a primary success outcome that can be used to measure the achievement of a success objective.

## Vorbereitungen

Role required: sn_acct_lc.customer_success_agent

## Warum und wann dieser Vorgang ausgeführt wird

Primary success outcomes are measurable components of success objectives. They're both measurable and actionable and progress can either be tracked automatically using data collected by the Data Context Engine, or manually
for outcomes which aren't easily tracked through metrics.

## Prozedur

1. Navigate to WorkspaceCSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer SuccessAll Outcomes and select New.
3. On the form, fill in the fields.  
   {#account-lifecycle-create-outcome__table_olw_rwv_zbc__entry__2}

   | Field | Description |
   |-|-|
   | Number | System generated unique number for the onboarding case record. |
   | Account | The account number of the enterprise customer associated with the account. |
   | Success objective | Select the success objective with which this outcome should be associated. This is a required field. |
   | Owner | The internal person responsible for tracking the achievement of this outcome. |
   | State | State of the primary success outcome. * New * In progress * Paused * Canceled * Closed {#account-lifecycle-create-outcome__ul_xcb_gmw_zbc} |
   | Progress | Current progress of this outcome. * Not Started * On-Track * At Risk * Paused * Completed * Canceled {#account-lifecycle-create-outcome__ul_v54_pmw_zbc} |
   | Priority | Priority of this outcome in comparison to others. * Critical * High * Medium * Low * Very Low {#account-lifecycle-create-outcome__ul_zth_ymw_zbc} |
   | Planned start | Date on which the work for this outcome is scheduled to start. |
   | Planned stop | Date on which the work for this outcome is scheduled to stop. |
   | Title | Enter a title for this outcome. This is a required field. |
   | Watch list | Select the users who should be notified of any updates to the outcome. |
   | Work notes list | Select the users who should be notified of any updates to the worknotes. |
   | Description | Enter a description for this outcome. This is a required field. |
   | Work notes | Any internal notes regarding this outcome. |
   | Unit | Unit of measurement of this success outcome. |
   | Tracking method | Tracking method for this outcome. * Manual: Enter the measurement unit and values manually. * Metric: Select a metric from the list. The values are populated automatically if the data source and context engine mapping have been configured. Hinweis: The metric values are automatically populated if: * The context for the data source must be configured to reference the primary success outcome table. See [Define the data source](https://servicenow-prod.fluidtopics.net/XSlW8qIOD8hnfyWNoMWcAQ "Before calculating the health, product adoption, or product usage score, you must specify the source from which data is to be collected. Data can be collected either through key performance metrics and external sources, or can be calculated."). * The source and the resolving context tables must be correctly configured. See [Configure the Context Engine Mapper](https://servicenow-prod.fluidtopics.net/shYcwsGhR8uKShje8H~RCw "After you have defined the data source, use the Context Engine Mapper to specify the record in the context table for which it is applicable."). {#account-lifecycle-create-outcome__ul_ykt_j1q_zdc} {#account-lifecycle-create-outcome__ul_fvz_bvx_zbc} |
   |   ||
   | Base value | Starting point or base value for this outcome. |
   | Target value | Target value that is to be achieved. |
   | Current value | Current value of the primary success outcome. |
   [Tabelle : 1. Primary Success Outcome form]

   {#account-lifecycle-create-outcome__table_olw_rwv_zbc}
4. Select Save to create a primary success outcome.
{#account-lifecycle-create-outcome__steps_cqm_tbx_zbc}