I am report on accounts where Onboarding CTA's have been completed, but within that same report show their success plan data, whether it is null or not.
I tried creating a Data Space on Calls To Action and then adding in Success Plan data, but I can't seem to get it to a place that works because I don't think there are enough key identifiers to join all the fields I need.
Any ideas how else I can make this work?
Question
Reporting on Success Plans and CTA's
+5Are the Onboarding CTAs part of the Success Plan? Perhaps you could make a Custom MDA object and then populate with the data from CTAs and Success Plans?
+5What sort of Success Plan data are you trying to include?
The Success Plan name equates to CTA Group Name in the Call to Action object.
The Success Plan name equates to CTA Group Name in the Call to Action object.
Jeff Kirkpatrick
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.