Question
chris.duckers@riskiq.net
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?
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?