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cara_brill
Contributor ⭐️⭐️⭐️
Jun 21, 2016 5:40 PM UTC

Is there a way to show progress toward renewal goals in Reports 2.0?

Is there a way to add a line to a Current Year renewals chart so that we can see how we're tracking toward our renewal goal?

    14 replies

    chris_beaven
    Contributor ⭐️⭐️
    Jul 6, 2017 5:28 PM UTC
    I received a question from a customer:

    Does Gainsight have any tips or tricks for creating a chart or graph that has a goal indicated?  Like a line on a bar chart we're trying to reach or a pie chart with 100% being the goal value? 

    Thanks!

    Chris
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    dan_ahrens
    Expert ⭐️⭐️⭐️
    Jul 6, 2017 5:32 PM UTC
    I recall seeing this done by either using a dataspace or by creating an MDA table to store the goal number alongside the actual so that the two numbers could be show on the same report.

    The goal number could either be a static number or dynamic based on an SFDC field or a formula. You could even do more advanced calcs using bionic rules and formula fields to create your goal number and then publish that using a rule to a field that can be accessed for reporting. 
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    VP of Customer Success at Forcepoint
    angela_mckay
    Contributor ⭐️⭐️
    Jul 20, 2018 6:22 PM UTC
    Is there any documentation on how to do this? 
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    dan_ahrens
    Expert ⭐️⭐️⭐️
    Jul 24, 2018 3:03 AM UTC
    Hi Angela, this link has information on how to add a custom field to a Gainsight MDA object. You can also contact your Gainsight CSM and they can help you if you have additional questions on putting this into practice.
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    VP of Customer Success at Forcepoint