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Ability to place a Mass Edit Scorecard report in a C360 layout

Related products: CS 360 Company & Relationships

At my place of employment, we have customer ‘entities’ that are basically top-level Parent Companies and they each have their own C360/Company record.

I would like to see a Mass Edit or tabular/grid report of all the children company records that align to that Parent Company record (or Entity).

Either that or the ability to add a Scorecard report with the nice visualizations in the same manner you would add a report in a Reports section where you can choose an associated field.

Just to emphasize this, we don’t currently have an easy way to do a “roll-up” of features in Gainsight, like scorecard measures and scores, for Global Accounts which can often consist of multiple parent-child company record hierarchies.

Adding the ability to add Mass Edit reports into the C360 would help us move closer to being able to support an entire team of CSMs not currently able to use Gainsight within our org.

Thank you!