Abilitty to have organization charts and share them as a part of the Success Plans

Hi Amanda,

I believe our product team is working on org chart functionality for the 360 Person section, but I'm not sure on the exact timing. You could then share the 360 layout with users.

But maybe you can tell us more about your use case for org charts in the Success Plan?

Thanks,
Lila

Thanks Lila, sure.  So today during our customer business review we provide our customers with a vmware organizational chart. It would be great if the CSM could export this information into their ppt or add it to their success plan.

Thanks for the additional info, Amanda! You're probably aware of this, but users can edit the PPT presentations after exporting from Gainsight and add slides. Are you using the Success Snapshot option?

Thanks Lila, we are not using success snapshots. I am looking at leveraging this capability, but was having some set up issues with the ppt.  If we can get an organizational chart somewhere in Gainsight that we can export that would solve the need.

Hi Amanda, is the org chart that you're looking to share a view of your customer's organization showing their employees or a view of your organization showing your employees?

ideally both, but will be happy with  just our internal org charts

Is your internal org chart basically a static document? I'm guessing that your staffing and leadership doesn't change too often, right? What tool(s) are you using today to generate this chart and then how are you inserting it into the PPT deck?

Are you looking to have Gainsight just store the static image on a section of the C360?

Hi Dan,
Yes the ability to store the charts to pull out and present in ppt would be great.  We currently keep this in ppt and then present to customers in our business reviews.

So Gainsight does have the ability to embed a page, which might be useful in this case. If you use an online storage platform like Box.com, that would be perfect, as we've documented how to embed a Box.com page: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Examples_and_Tutoria...

Here are some more generic details on how to create an embedded page section - you can embed any visual force page and most simple URLs: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...

Here's a demo of doing exactly this in a demo org and using a sample graphic:

Hi Dan,
I tried implementing an embedded page (Tableau ) and this did not work.  Followed the directions you provided but all I receive is a blank page.  Any insights on this would be appreciated.