Gainsight Employee ⭐️⭐️

Follow up on the 'Day in the life of Gainsight Manager' session

1 reply
211 views
Translate All

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