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

Would it need to be a Tableau page or could it just be a static document?

It would need to be something that we could edit once selected so not static.  The issue with Tableau is separate which we can discuss later, don't want to confuse this issue with Tableau

If you are embedding a Tableau page, you have to follow the instructions found here on Tableau's site to create a special page for embedding: https://onlinehelp.tableau.com/current/pro/desktop/en-us/shareworkbooks.html

Here are the steps:

Generate share link in Tableau:

Paste that link in the Configure Section > URL area:

Tableau appears in C360:

It's been a while since the original post but we now do have a feature that will allow you to do this within gainsight : People Maps!

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Some of it's features are:

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1. Easily map out the organizational structure within your customer accounts in order to better navigate to the right people and understand who all of the players are in their success.

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2. You would also definitely want to ensure that not only are you reaching out to the right people but also that people are satisfied across all levels of the organization. View important information about each person such as the last NPS score they gave you and when your last engagement with them was. With these insights your team can more easily understand if you’re engaging at the right levels, if there are certain parts of the business that are more satisfied than others and so on.

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3. You don't have to build the map here. You could bring in hierarchies from Salesforce or elsewhere and consume People Maps within Gainsight.

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4. Download the org chart as a.jpg to add to your presentations!

The ability to add it directly to a success plan is not available yet but we do have the ability to download/export it and add it to your presentations. ​

More information on this post:

​https://community.gainsight.com/conversations/people-maps-beta-program-is-live-5cdd7f45e4b094bd2ceda345