I'm looking for a way for our CSMS to have an exported score card for a single customer. The CSMs like to use the scorecard in thier meetings with executives and sometime the customer. Does anyone have a way to pull the scorecard for a single customer?
Question
Exporting Scorecard details for a single customer.
+5
+3You can probably create a report against the Scorecard's History object or Fact filtered by customer ID and/or have one in the C360? What details are you looking to expose?
Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
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