Our executives would like to be able to see a list of upcoming business reviews that are scheduled. We have a rule that fires the CTA, but there's nowhere to record when, where, and with whom a business review will be held.
I've tried using a timeline activity and logging it for a future date, but we don't have a way to pull in the account name in a report of timeline activities, so no help there either.
How are others tackling this?
Question
business review schedule - Calendar view
+2Hi Jason,
You can report on Timeline entries by Account Name:
You can report on Timeline entries by Account Name:
+1Where is that? In report builder I am not seeing those options. Doesn't look like anything similar is available already in dashboards.
+2Activities are a good way to capture such meetings, Jason. As you correctly pointed out, CTAs are more about the *process* and not as much about the actual (multiple) meetings, emails, etc. that they might entail.
As Dan mentioned, it is possible to pull in Account/Company details when reporting on activities. If you are not seeing any data when you pull the 'Name' field in, please go to 'Administration -> Gainsight Connect' to check if Account data is getting synced to MDA. You can find more details here on how to enable this feature.
Thanks!
As Dan mentioned, it is possible to pull in Account/Company details when reporting on activities. If you are not seeing any data when you pull the 'Name' field in, please go to 'Administration -> Gainsight Connect' to check if Account data is getting synced to MDA. You can find more details here on how to enable this feature.
Thanks!
1 person likes this
+2Looks like you don't have standard objects configured in MDA to join with activity data. Best to log a support ticket to get this sorted out.
+1This reply was created from a merged topic originally titled business review schedule - Calendar view.
Our executives would like to be able to see a list of upcoming business reviews that are scheduled. We have a rule that fires the CTA, but there's nowhere to record when, where, and with whom a business review will be held.
I've tried using a timeline activity and logging it for a future date, but we don't have a way to pull in the account name in a report of timeline activities, so no help there either.
How are others tackling this?
Our executives would like to be able to see a list of upcoming business reviews that are scheduled. We have a rule that fires the CTA, but there's nowhere to record when, where, and with whom a business review will be held.
I've tried using a timeline activity and logging it for a future date, but we don't have a way to pull in the account name in a report of timeline activities, so no help there either.
How are others tackling this?
Reply
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