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jake_smith
jake_smith
Contributor ⭐️⭐️⭐️⭐️⭐️
November 13, 2017
Question

Drop down list assignment for ARR tier (calculated lookup)

  • November 13, 2017
  • 3 replies
  • 67 views
Hello - I'm looking to assign each account an "ARR Tier" based on their current ARR in SFDC. Is it possible to create a drop down pick list and assign these based on a calculation, or to manually calculate and upload a csv? This will simplify our gainsight reporting needs and further drill down health scores and other items to these buckets.

Example:
ARR Tier
$0-25K
$25-50K
$50-100K .... and so on

A back end option is have this created in SFDC Customer Info object as either a calculated field or manual upload, but would like to see if there are options in GS first.

    3 replies

    spencer_engel
    spencer_engel
    Expert ⭐️
    November 13, 2017
    Hi Jake - you can do this in Administration under the Revenue Band configuration. See this document for more details: https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Configure_...
      jake_smith
      jake_smithAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      November 13, 2017
      Awesome, thanks for shooting over that support article. 

      This lives in the Customers Object (Gainsight subject area), which is not in the MDA. How can I utilize that field with other objects, i.e. Account Scorecard History? Can you load this to the company object per account? Use Data Spaces instead?

      Thanks
      spencer_engel
      spencer_engel
      Expert ⭐️
      November 13, 2017
      Yes, you can add Revenue Band to your Company standard object by following these instructions: https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Gainsight_Stand...
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