Skip to main content
Several of my customers are very excited about Timeline. 



Specifically, they are looking to use it to replace existing "weekly update" mechanism. 

In order for them to be able to do that though, enhancement to Timeline reporting are needed, specifically around the ability to show the actual text from the "update" activity. 



The desired workflow works like this: 


  • Managers set expectation with CSMs that they need to post an "update" on Timeline every week/two weeks/ month
  • CSMs port "update" type of activity, and have an ability to mark whether this update go into an executive update report
  • Managers consume the updates that have been marked "include on executive report" through a report in Gainsight, which shows all "update" type activities posted within a specific timeframe (e.g. last week)
  • They can then export the report / use and copy it to an email they share with executives for the weekly update

My understanding is that the key gap right now is showing the actual "update" comments on the report. 



Can you please comment on what's planned that's going to make this use case above achievable? 
Hi Nadav,



Thanks for the post, great use-case. Our concern in showing the actual "update" comments is readability of the report. Adding a field having long text area will impact the readability of the tabular report, as the text will wrap and only 1 row might be visible on the screen. We will look into the possibilities of improving reporting UI to handle this use-case but it is not on our short term roadmap.



We are coming up with dashboard-timeline integration, where the admin can create a report on all account which have an update for executive. An icon will be available next to each account name in the dashboard to view the account timeline and the timeline will be filtered by exec updates. This dashboard can be shared with the exec as an external link and they need not login into any system to access this dashboard.



Thanks,

Nitisha
Nitisha: any update on this enhancement?

Reply


Terms & ConditionsCookie settings