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Reporting on success plan temaplates

Related products:CS Reports
colleen_fleming
melissa_davenport
heather_hansen
ml2019
+18
  • colleen_fleming
    colleen_fleming
  • melissa_davenport
    melissa_davenport
  • heather_hansen
    heather_hansen
  • parimala_agnihotri
  • ml2019
    ml2019
  • gunjanm
    gunjanm
  • pmccrudden
    pmccrudden
  • andreammelde
    andreammelde
  • ritaepreciado
  • Ravinder Singh
    Ravinder Singh
  • bradley
    bradley
  • mightylud
    mightylud
  • rachelhibbardtmo
    rachelhibbardtmo
  • romihache
    romihache
  • haribaabu ravikumar
  • jkolle
  • Elana Cipin
  • SaifSN
  • Padolfi
    Padolfi
  • Jagari Das
    Jagari Das
  • ajprince
    ajprince
  • htesar
  • blemire0112
    blemire0112

Hello team,

As of now, we do not have any field in the success plan object to report on the success plan templates. This would be great to add as we also do not have any workarounds available for now.

 

Thanks

8 replies

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 954 replies
  • May 6, 2022

+1000 we do a lot with success plan templates, and it’s a huge pain point to have to do a data designer across 3 objects to be able to get to which template is used with which plan.  It seems like a core reporting need was missed with moving this object over to MDA.  As we continue to expand success plan usage across our org, this pain is only going to increase.


darkknight
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  • Expert ⭐️
  • 1978 replies
  • May 6, 2022

+1000000000000000000000000000000

 

There needs to be a flattened Success Plan object that includes all the things - templates, playbooks, tasks, objectives, all the dates, etc.


bradley
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  • Expert ⭐️
  • 1126 replies
  • May 6, 2022

And please include, at a per template level not just by inference on what it is attached to, if that template is at the Company, Relationship and/or Global level. And if it is active or not.


anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • May 9, 2022

@Anil Raj Pujari could you pl take a look


Forum|alt.badge.img+1
  • Contributor ⭐️⭐️⭐️⭐️
  • 42 replies
  • February 1, 2023

We can report on what playbooks have been used in CTAs. But we should also be able to report on what Objective Templates have been used! Main use case is if I'm creating new objective templates that are specific to customer use cases. I want to be able to see what customers have similar objectives because if I see there's a lot of overlap/repeat usecases, I can build better playbooks!I don't have any good workaround, other than maybe creating specific objective types for each objective template?


romihache
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 420 replies
  • February 2, 2023

+1000000000 
It’s a pain trying to scramble something together, as Heather exposed, the only way is vía DD 


anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • June 2, 2023

Putting this on your radar @Prateek Parashar 

cc @mpatra 


ajprince
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  • Contributor ⭐️⭐️⭐️⭐️
  • 34 replies
  • September 16, 2024

Would be great to have this added as there is no feasible workaround to get this information out of Gainsight, especially when you have many SP templates built


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