Reporting - Historical Call to Action Data

@pchoe Thinking on my toes here, but I don’t think there is an out of the box Call to Action historical object in Gainsight, at least from what I’ve noticed. Instead, you could build a report using the Call to Action object and drag the Created Date field into filters, filtering for Created Date = this year, which will get all CTAs created this year so far (YTD). From there, you can add filters to narrow your report down to the specific CSM you want to see this data for, plus filtering for Status = On Track and whichever CTA type you’re looking for.

To put it a bit more clearly, the filters would be similar to this:

• Created Date = This Year
• Status = On Track
• CSM = [insert desired name here]
• Type = [insert desired type here]

To get the KPI, you can do a distinct count of the CTA GSID to give you the number of CTAs matching your filter criteria, and then you can add necessary fields to the drilldown as needed.