Cheat Sheet Feedback

  • 5 December 2023
  • 10 replies
  • 130 views
R
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Below are the few points with regards to CheatSheet that needs further improvement. However, if anyone already has this figured out then would be happy to know about it.

Renewal Discussion: Final outcome of renewal discussion is not displayed (while this is added to the opportunity) it was not added to timeline. So Renewal Discussion tab didnt consider consolidating details from renewal opportunity.

 

Key Projects section: this isn’t reflecting the true projects themselves but yet meeting agenda/emails. Not sure if this truly gives a good look at the key projects and status of them.

 

10 replies

anirbandutta
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@shantan_reddy looping you on this

It's an opportunity for engagement
shantan_reddy
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Thanks for the feedback @rkumar.

We are currently only incorporating Timeline data for generating the cheat sheet. We are open to extend the data sources, but opportunity is not on the top of the list. A good workaround is to push these notes to Timeline.

We’ll look into the key projects issue. Please note that there will be a few instances where the AI gets the details wrong.

 

Regards,

Shantan

joseph_siudzinski
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Hi guys,

Are there plans to enable Cheat Sheet on R360 too?

joseph_siudzinski
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Adding on to my last comment - what if the C360 cheat sheet could include information from the R360s below it? 

For our instance, the majority of activity happens at the R360 level and the C360 is a shell, so a single summary at the C360 would be really valuable. I know the same would be true for other customers too. 

ajprince
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One piece of feedback that would be crucial for us (and I’m sure many other global businesses) would be to allow for some kind of aggregation or roll-up of timeline entry data in parent-child company hierarchies into training the ML model for Cheat Sheet.

 

We have a team of Enterprise CSMs who manage the top-level company logo, and Cheat Sheet won’t be valuable unless it can somehow consider all of the context across all of the child company record information. Because of this, it’s also been difficult for this team to use Gainsight effectively, but perhaps a feature like Cheat Sheet can at least give them a better window into all of the activity happening within these large global industry logos. 
 

 

waynedilworth
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Wouldn’t it make sense if CSMs manage at the Relationship level to have a Relationship-focused Cheat Sheet on the R360 as well?  I am only really finding references to the C360, so if anyone knows more info about a R360 Cheat Sheet - I would love to know.  Thanks.

Jef Vanlaer
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Wouldn’t it make sense if CSMs manage at the Relationship level to have a Relationship-focused Cheat Sheet on the R360 as well?  I am only really finding references to the C360, so if anyone knows more info about a R360 Cheat Sheet - I would love to know.  Thanks.

A big +1 to this one. Seems like Relationships were completely left out of the picture when this functionality was developed. Our CSMs are exclusively working on the Relationship level, so having the cheat sheet only on the C360 makes it almost useless.

spencer_engel
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+1 to all the R360 comments. At the very least, the C360 Cheat Sheet should take into account R360 Timeline entries that roll up to that C360 if we as Admins display R360 Timeline entries on the C360 Timeline. It does not appear we even have that functionality today, correct?

Jef Vanlaer
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@spencer_engel I do think it does. We are using Relationships exclusively and when I tested cheat sheet (on Company level), it did include the Relationship Timeline entries.

spencer_engel
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@spencer_engel I do think it does. We are using Relationships exclusively and when I tested cheat sheet (on Company level), it did include the Relationship Timeline entries.

OK, that’s good news. I must’ve just missed that on my first go-round of spot-checking. Appreciate the insight.

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