Question

Are we able to pull data on template usage by Playbook and see which CSM's used what templates during specific months

  • 17 October 2022
  • 1 reply
  • 34 views

Are we able to pull data on template usage by Playbook and see which CSM's used what templates during specific months.

My team has requested the template usage data per Playbook like the Success Plan view which are available and viewable within the dashboard.

My question is: Is there something similar to viewing the Playbook template data in Gainsight?


1 reply

@Snow Digital CSM Did you ever figure this out? We are wanting to look at the same thing!

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