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katie_b
katie_b
Helper ⭐️
April 11, 2022
New Idea

Add Advanced Filtering for Success Plan Custom View

Related products:CS Success Plans & Customer Goals
  • April 11, 2022
  • 4 replies
  • 128 views

The success plan list view is great, and the ability to have custom views is nice BUT why are there no advanced filters like on the cockpit custom views? Our enterprise CSMs need the ability to filter their book of business by the ECSM field we have on the company object as they are not owners on 100% of the success plans tied to the accounts they oversee. While that is one specific ask, I can see additional advanced filtering being a huge benefit for our teams.

    4 replies

    sami.burk
    sami.burk
    Contributor ⭐️⭐️⭐️⭐️
    June 24, 2022

    The option to create custom filters for Success Plans is a request from leadership for us as well. We are trying to increase adoption of Gainsight among our CS teams, so we are implementing new SP programs to help with long-term CS solutions. However, the more we build to create better usability, the more issues we run into because now it is harder for a CSM to quickly access what they need. 

    Please consider this feature for the roadmap!

    anirbandutta
    anirbandutta
    Expert ⭐️
    June 27, 2022

    @Anil Raj Pujari on this thread.

    It's an opportunity for engagement
    john_apple
    john_apple
    Expert ⭐️
    May 9, 2023

    I think it would be helpful to be able to filter from fields on the Success Plan as well as joined objects like Company and Relationship.

      spencer_engel
      spencer_engel
      Expert ⭐️
      September 10, 2025

      We could really use this functionality. It doesn’t make sense that there’s such a huge parity gap between Call to Action list view (able to add every field on the CTA object, plus fields in lookups) vs. Success Plan list view (only have access to 11 out-of-box fields; no custom fields and no lookups). Add to this fact that Success Plan is not eligible for inline editing in reports either, and it can become quite cumbersome for end users to update plans in mass. It’s a bad experience.

       

      Related idea FYI 

       

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