Currently in Gainsight, there are a couple rollup fields that are available out of the box (open cases and open tasks).
Rolling up number of records is a very common use case as most CSMs would like to see things like:
- Count of Escalated Cases
- Count of Open/Won/About to Close Opportunities
- Count of Contacts
- Count of completed Surveys
- And many more…
These are simple use cases to solve for but within Gainsight, you currently need to build bionic rules to count these records. Building rules for this is a bit cumbersome and also leads to a 2 hour delay on the counts. This provides a less than ideal solution for clients who want to see realtime counts and not have the data delayed.
Within other systems, admins are able to create roll-up summary fields to easily count records. Is it possible to get a solution similar to what is provide in tools like Salesforce so that its easier for Admins to create these roll-up fields and also have the calculation run in real time so that there is no delay on the data.
