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bradley
bradley
Expert ⭐️
June 22, 2026
New Idea

Manual Event for Renewal Discussion

Related products:Staircase AI
  • June 22, 2026
  • 2 replies
  • 30 views

Someone correct me if we can just use “Commercial Discussion” for this, in which case we really need to change the name, but on the Executive Dashboard we have the “No Renewal Discussion” Insight enabled.

However, if a CSM did have a renewal discussion but it somehow wasn’t flagged, there doesn’t seem to be an event they can add to manually get it off the list: 

The closest ones are Renewal or Commercial discussion, but Renewal seems like the actual outcome, and commercial discussion seems like something else - at the very least it doesn’t have the same naming.

Please either update the language to make it clear how a CSM can manually flag these, or add a new option so CSMs can better curate their data to fill in gaps if they happen.

    2 replies

    dcassidy
    dcassidy
    Helper ⭐️⭐️
    June 26, 2026

    AFAIK, Commercial Discussion is currently the intended event type for flagging renewal conversations.

    That said, the naming disconnect is a real issue. CSMs shouldn't have to know that, and if they don't, the dashboard data suffers for it.

    I’d love to see it either renamed to make the intent clear, or a dedicated Renewal Discussion event type added. Either way, it should be obvious to our team(s) without having to ask around.

      bradybluhm
      bradybluhm
      Gainsight Employee ⭐️⭐️
      September 8, 2026

      A Commercial Discussion within the time period you have set for renewal is the trigger for no Renewal Discussion. 

      The challenge with renaming it in general for everyone is that there are other types of commercial discussions that also get picked up. Staircase uses the logic that if a Commercial Discussion is happening within the renewal window you set, then it ensures that no Renewal Discussion insight is triggered. 

      You can manually rename the Event names as an admin, so if you choose to, you could rename it to Renewal Discussion, especially if that's the majority of the time that commercial conversations would happen. 

       

      Is there a spot where help text could be used? Where are they seeing the “No Renewal Discussion”? Is it on the insight cards? That would be hard to have help text there because insight cards are customizable and manually created. 

       

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