Very often there are times where it is necessary to pull data from Gainsight CS and annotate accordingly. Unfortunately this also means that this data is then changed and re-imported.

Rather then having to create a report, export the data, change it in Excel/Google Sheets and then re-import, it would be great if there was a working area which allowed for executives and CS ops teams alike to create a report, add new columns and make changes, without the risk of it affecting the data for other users.

Here is a dream use case:

Sam (VP of CS) wants to complete an evaluation of account assignments to their CSMs. They log into Gainsight and run a report to find a list of their customers, ARR, CSMs and any other relevant information (such as region, industry, risk, etc.). They then select a “Annotate” button which pulls a one time snapshot of the data and allows for Sam to add additional rows/columns. Sam proceeds to add a column called “New CSM” and populates this data for all of the accounts. Before Sam considers this as complete they press a “Resync data” button which updates all of the columns tied to actual data points, leaving blanks for the new rows added. Once Sam is happy with the changes, they press an “Update data” button which prompts them to select which columns need to be mapped to which field in Gainsight. Any additional rows created can be downloaded (along with the full dataset), inserted or discarded.

An ambitious ask, but it would be fantastic if it was possible.