Hello - in order to ensure our team is executing to a defined set of engagements across our customer base, we would like the ability to build reports and dashboards based on accounts without CTAs logged for 1) specified reason codes 2) over specified periods of time 3) based on specified account criteria. In Salesforce, I can build an account report with cross filter 'Accounts without Calls to Action'. I would like to see this functionality in Gainsight as well.
Based on the research I have done, it seems Gainsight is limited on absence of data reporting. Some users seem to have accomplished this use case by building bionic rules based on MAX date of CTA records, but I haven't worked out how to meet all three criteria for our use case this way. It would be nice to have some OOB reporting functionality for 'Accounts without Calls to Action'.
icon
Best answer by dan_ahrens 6 August 2019, 21:49
View original