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toddmassey
toddmassey
Helper ⭐️
February 1, 2019
Question

Exporting Scorecard details for a single customer.

  • February 1, 2019
  • 1 reply
  • 50 views
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?

    1 reply

    keith_mattes
    keith_mattes
    Helper ⭐️⭐️
    February 1, 2019
    You 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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