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I am trying to do simple calculations like showing the % of relationships that meet specified criteria by CSM and display it in GS Home as a KPI widget. I’ve been able to aggregate the # of relationships that meet the criteria and # of total relationships, but when creating a formula field in the report builder everything is calculated on a line by line basis. In Data Designer I was able to recreate the same thing and get the total aggregated % but when placed in GS Home it does not filter by the current user (in our case this is the Relationship CSM).

Has anyone figured out how to show CSM roll up KPIs in Gainsight Home?

@tmaggio58  - we are working on adding formulas what will help you calculate within the report it self this value. 

As for the GS home you can add a filter on “Name field ” set it to equal to and Current User , then lock the report, this should make the report dynamically reflect the data of the current user viewing it.   

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