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jennifer_richard
Helper ⭐️
Mar 21, 2018 4:10 PM UTC

Ability to include scorecard (account and/or relationship) in success snapshot

The success snapshots have the potential to be a huge time saver for CSMs and even CS mgmt to provide to Exec Mgmt.  The ability to include reports built in Gainsight is great, however the out-of-the-box visual presentation of scorecard information is wonderful and cannot really be duplicated in a report.

I would love to see the ability to add scorecards as an element to be included in a success snapshot.  The trend indicators, notes, current health scores, etc are contextual gold for preparation for meetings or to even share with a customer in an EBR.

    3 replies

    sai_ram
    Expert ⭐️⭐️
    Mar 22, 2018 4:09 PM UTC
    Hi Jennifer, This is Great ask, I agree that trend indicators, notes, current health scores, etc are contextual gold for preparation for meetings or to even share with a customer in an EBR.

    Pushing this to our product team.
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    jennifer_richard
    Helper ⭐️
    Mar 22, 2018 4:21 PM UTC
    Wonderful. Thank you for the update and support!
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    aditya_marla
    Helper ⭐️⭐️⭐️
    Apr 3, 2018 3:11 PM UTC
    Hi Jennifer,

    Thanks for sharing this. Have you explored sharing 360 via a link..scorecard section is supported in that.

    Regards
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