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andrew_cummins
andrew_cummins
Helper ⭐️
October 20, 2016
New Idea

Increase ability to format Success Snapshots

  • October 20, 2016
  • 23 replies
  • 347 views
Would be nice to be able to do the following while creating a Success Snapshot for export: 
  • change the font size
  • Align in the center, right, left
  • change font color
  • add hyperlinks to text
  • ability to add text over pictures
  • create tables in a text box and allow "tags" (not a table from a report)
  • text box bullets line up properly and not all funky where if that bullet point moves to a second line it does not line up with the bullet point it is attached to.
  • Allow for sub-bullets and sub-numbers
  • Get rid of funky spaces that show up at the top of a text box 

      23 replies

      Show previous replies
      darkknight
      darkknight
      Expert ⭐️
      December 15, 2016
      Gaurav noted below - we're looking for date range selection (giving end users ability to override what is in the report).  
      Jeff Kirkpatrick
        andrew_cummins
        andrew_cumminsAuthor
        Helper ⭐️
        December 15, 2016
        Ahh now I see. Totally missed that...one of those days. Love the idea!
          reneehouse
          reneehouse
          Contributor ⭐️⭐️⭐️⭐️⭐️
          December 16, 2016
          The lack of formatting in Success Snapshots is one of my top issues, the Success Plan will not even utilize the format of my marketing generated templates even though a Dashboard export will.  No matter what template I use or what custom colors, the tables come out purple. Mind, these are with specific marketing generated templates down to each specific company color code.  Still purple and with Arial font.  https://community.gainsight.com/gainsight/topics/ability-customize-success-plan-template-fonts-etc

          The second, which is even more important, is the inability to export additional plan info.  You have all of these fields you can add or even create, but they will not export.  I'm adding it to the plan info area so that it can be exported, not sit in the C360.  https://community.gainsight.com/gainsight/topics/export-plan-info-tab-into-success-plan-powerpoint

          I thought the November release would have the ability to include Data Spaces reports to Success Snapshots, but I do not see the ability to choose them from the source object when adding a report to the Success Snapshot.  https://community.gainsight.com/gainsight/topics/data-spaces-reports-in-success-snapshots

          Last, the Summary page picture of the percentage of Objective CTAs complete cuts off the names of the status in the Report Legend (i.e. Trending Overdue Obj....).  This can't be edited because its a picture.  

          Success Snapshots / Success Plans are quickly gaining ground to be the prime tool for presenting our Success Plans and Business Reviews for my teams, but now we have to create external templates and insert/reformat the Success Plan slides.
          Renee House
            andrew_cummins
            andrew_cumminsAuthor
            Helper ⭐️
            December 16, 2016
            All well said. I know that Success Snapshots is something that the teams are aware of that needs a face-lift and the value is definitely there to the end user so I'm hoping this will make it on the roadmap for 2017!
              jeffrey_coleman
              jeffrey_coleman
              Helper ⭐️
              January 2, 2017
              We're taking a first crack at using Snapshots this quarter... The charts come out looking OK, but there's no way to title them or change any of the labels.



              And then the "usage" view is, for some reason, limited to 12 weeks, rather than the amount covered on the 360 page. I want to show at least the past year of activity.
              andrew_cummins
              andrew_cumminsAuthor
              Helper ⭐️
              January 2, 2017
              Are you exporting the c360? If you are then you are not able to customize this. But you can create a custom Success Snapshot with your own titles to slides, etc. You are still not able to change any labels on graphs as they are pictures and not editable charts. 
                andrew_cummins
                andrew_cumminsAuthor
                Helper ⭐️
                February 13, 2017
                I continue to get asks to have the ability to roll up child data in the success snapshot. Any thoughts on this? Also would be nice to get this into the whole success snapshot thing https://community.gainsight.com/gainsight/topics/ability-to-have-4-quadrants-in-a-one-success-snapshot-slide
                  zach_davis
                  zach_davis
                  Helper ⭐️
                  March 7, 2017
                  I have a customer needing some enhancements to Success Snapshots as well. Below are their requests:









                    Change font size Field formatting(date, currency, decimals) C360 Summary Section C360 Scorecard Section Dynamic Date Range when exporting
                  Gaurav- Do you have a timeline for any of these items?
                    elaine_cleary
                    elaine_cleary
                    Helper ⭐️⭐️
                    April 19, 2017
                    +1 on some additional insight to plans to improve Success Snapshots  
                      claudia_galeas
                      claudia_galeas
                      Contributor ⭐️
                      June 4, 2018
                      I will add to this: ability to add and layer multiple pictures.

                      Success Snapshots is extremely limited. We cannot incorporate marketing ppt into the system due to its limitation in formatting.
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