Add ability to display custom reports within the Success Plan view

What problem are you trying to solve?

• CS team uses Success Plans as the primary workspace for managing customer objectives, but the plan itself has no way to surface contextual data alongside those objectives. Specifically, we have a report that shows which products are active for a given account — information that's critical for our CSMs to understand what work they should be doing and what level of service applies. Today, CSMs have to leave the Success Plan and navigate elsewhere to find this data, which breaks their workflow.
• More broadly, as customers and accounts grow in complexity, Success Plans are increasingly used as a strategic hub — but without the ability to embed a report inside the plan view, teams are forced to context-switch to pull in supporting data that should logically live alongside the plan objectives.

What is the enhancement

• We'd like the ability to add a custom report as a tab or embedded widget directly within the Success Plan view — similar to how additional tabs can be configured on the C360 or R360 with a report as the source.
• Ideally this would allow:
  • Admins to configure one or more report tabs per Success Plan type
  • Reports to be filtered to the context of that specific Success Plan (company or relationship level)
  • Both internal CSMs and (optionally) external stakeholders to see the report if the plan is shared

Why does this matter?

• For teams building complex, multi-product CS workflows inside Gainsight, this would significantly reduce context-switching and make Success Plans a more complete and self-contained workspace. It also opens the door to richer use cases — for example, once API integrations bring in external product telemetry data, that data could be surfaced directly inside a Technology Success Plan without the CSM ever needing to leave Gainsight.

Workarounds considered:

• C360/R360 tab — functional but requires a separate click and view; the data isn't contextual to the specific plan
• Spaces — a viable near-term alternative for sharing reports alongside plans with customers, but doesn't solve the internal CSM workflow need of having the data inside the plan itself
• Plan Info fields + rules — possible to replicate some data as fields, but requires significant admin overhead and loses the visual flexibility of a report