- Reports showing amount of data ingested from sources
- Expected report would show steady data or steady increase. This would show if there was a change in the data flowing into Gainsight.
- Expected report would show number of scorecard measures that have not been updated in X timeframe. If automated measures, this would tell me if a rule is broken or needs to be updated. If manual measure, this would tell me how many team members are actively using.
- Expected report would show send rate. This would tell me if the scheduled emails were sending appropriately
I am looking for examples of different things Admins look at to identify things are working correctly. Things I have in mind already include:
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Key Rules Success/Failure- similar to Data Ingest
- To show on Dashboard, this might need to figured out to tie to the resulting/expected Action
(Note we are also working on enhancing this view in Admin section for Rules)
JO
- Email reports (as you mention)
- Survey report (if cusotmer is using)
- To show on Dashboard, this might need to figured out to tie to the resulting/expected Action
(Note we are also working on enhancing this view in Admin section for Rules)
JO
- Email reports (as you mention)
- Survey report (if cusotmer is using)
Similar thing for CTAs - have a couple reports that show CTA creation just so I know some are being created each day/week. Its normal for some of our CTAs to be created on a periodic basis. if I dont see any, then I know something isnt working correctly.
We only "bring in" specific accounts to GS. So I have a report to indicate an inappropriate account has been auto added to GS.
More for Mgrs - but if specific type of CTAs are overdue for "too long" then something is amiss , might be more of a CSM catching up on their work.
Have report to signal something this is a RED condition based CSM, but nothing else is indicating so. Not sure that's bad data, yet, but suspect for sure.
those are a few off the top of my head on top of what you mentioned.
We only "bring in" specific accounts to GS. So I have a report to indicate an inappropriate account has been auto added to GS.
More for Mgrs - but if specific type of CTAs are overdue for "too long" then something is amiss , might be more of a CSM catching up on their work.
Have report to signal something this is a RED condition based CSM, but nothing else is indicating so. Not sure that's bad data, yet, but suspect for sure.
those are a few off the top of my head on top of what you mentioned.
+1 on the Rules Success/Failures. While on my rules I have email listed to email me if there is a fail - on ones set up prior to me, I have to research individually.
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