Very excited about the upcoming "timeline" feature.
A challenge I've heard many customers talking about before is getting a sense of which of their customers have they engaged recently.
My idea/question is: would the activities in the "timeline" view be reportable? E.g. would I be able to write a rule / report to show all accounts that don't have activities logged in the last X days?
I think this will be a very strong feature that many customers are going to be interested in.
Reporting on "activities" from timeline feature
+4Hi Nadav, Did you watch the webinar? I addressed this question specifically. The answer is that it is not possible in the initial release (part of why it is Beta) but that is a priority on the roadmap.
Thanks Karl - I did watch it but probably missed that part - sorry for that.
Would definitely be a good option to have!
Would definitely be a good option to have!
+3We are also thinking of providing some information directly at the Customer level, such as Last Activity/Touch-Point On (can be by Type, too -- Last Email On, Last Call On, etc.). Would this be helpful?
Yes Manu - I believe this will be very helpful
+2Nadav, in the meantime, check out this dashboard I built. It leverages the existing data hug integration to show last meeting (along with other details).
I also updated it to track the quarterly KPIs in Venus around DAU, CSQL and Advocacy. Not sure if you have the same in Jupiter.
https://jbcxm.na7.visual.force.com/apex/HomePage?sfdc.tabName=01rA0000000LsJ4
I also updated it to track the quarterly KPIs in Venus around DAU, CSQL and Advocacy. Not sure if you have the same in Jupiter.
https://jbcxm.na7.visual.force.com/apex/HomePage?sfdc.tabName=01rA0000000LsJ4
Thanks Dan. I'm unable to open the dashboard - can you let me know what is its name?
+2zDan Home
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.