I've been struggling with how we could create a report for our executives that displays the most recently completed business review date along side the next scheduled business review date for each customer.
I'm still new to some of the Gainsight features, but I've tried (and couldn't figure out) to use Data Spaces to try to combine data from various places.
I started to create a bionic rule to try to merge data from two places.
Completed Business Reviews drop a milestone and scheduled Business Reviews live in CTA tasks. So I was trying to combine data from these two places.
Am I on the right track? Is anyone else out there producing a report like this for management so they can easily see last completed and next scheduled business review dates for their customers?
Question
chris.duckers@riskiq.net
Hi Chris:
Did you get this to work? I think you're on the right track with using a bionic rule. You will, however, need to push the output dataset task to an MDA object so that you can report on it. Let me know how you are progressing and we can get you squared away.
Scott
Did you get this to work? I think you're on the right track with using a bionic rule. You will, however, need to push the output dataset task to an MDA object so that you can report on it. Let me know how you are progressing and we can get you squared away.
Scott
I like your mix of Milestones and CTAs. Curious to see if you've gotten this to work?
We should chat Mr. Matson... 🙂
Thanks Scott. Could we setup a time maybe next week to discuss this over a call? I'll work to make progress, but would love to get your input on the work I've done. Probably something we could cover in 30 minutes.
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