I saw this 5 year old request but didn’t think it really captured what I’m after here.
What I would like is actually fairly similar to this request, except instead of a summary widget limited to Gainsight home, it would be a capability for tabular reports.
What is the ask? The ability to link one or more columns to another report, or a similar functionality that Scorecard Widget reports have for manual measures - you can mouseover to see some additional details or click on it and get a list of timeline entries, then close it and go back to your report when you’re done without “losing your place”. Think about a tabular report on Company that has some KPIs like CSAT, NPS, Open SSPs, Open Risk CTAs, etc.
Summary widget with these attributes gives you a look at your portfolio with respect to these metrics, but you currently have to find some other report to find out which customers have which metrics, go into each metric separately and don’t have a view for a single customer on these metrics without going to the C360.
Why would this be beneficial? In the scenario where you have this capability, you can view your portfolio at a customer level (similar use case to the My Portfolio report) but this would allow you to, from that same report, drill into a specific KPI for a given customer and view the details of what drove that result without having to bop around to another report.
This will likely not be easy to implement, and there’s a question of how to reconcile a KPI loaded via a rule not in real time to real-time data from a report, but this is an idea to share the use case.