Hello All,

Thank you for taking the time to join the session today. There were two requests that I wanted to make sure I provide adequate material and support articles. 

• Risk template: As I showed my cockpit and how a CSM will enter the risk update in the timeline entry, there was a request to share the format of the risk update. Here is the link for your admin to configure this template (Total configuration time: 5 mins). So here  is that template:
  • Progress Summary: 1 sentence or No new update
  • Relevant Background / Context: Background
  • Has this always been the case? Or is it a new development?
  • Key People/Personas
  • What Has Already Been Done:
    • This week
    • Past action summary
  • Next Steps:
    • Immediate action items, owners, and dates
    • Blockers
  • @ Mention
    • Flagged Risks: Tag CS leadership
    • Non-flagged Risks: Tag Manager
  • Asks from the leadership:
    • Assign task to Gravity team member with specific ask
• How do I get a tabular scorecard report shown during the webinar? Assuming that you have build out your health score, here is an article on how to configure the report that I have shown. (Total configuration time: 15 mins):   https://support.gainsight.com/Gainsight_NXT/05Scorecards/02Admin_Guides/Edit_Scorecards_with_Mass_Edit_Report

Hope this helps!! See you soon.