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TMaier
Helper ⭐️
April 26, 2023
New Idea

New Success Snapshot Builder - Feedback

Related products:CS Success Snapshots
  • April 26, 2023
  • 15 replies
  • 549 views

Hello! I’ve recently started working in the new version of the Snapshot builder and I had some feedback. While the new release is definitely and improvement on the older version, there are some things that I’ve noticed which could still stand to be improved…

 

  1. Copying or deleting a slide from the deck sometimes causes my entire window to shift down the slides. Example: when deleting slide 14 from my deck, the builder loads for a time and then flashes, and I’m suddenly looking at slide 34. This doesn’t seem consistent but it is frequent.
  2. Resizing text boxes with reports included is behaving inconsistently. Sometimes, I’m able to freely resize the box; however, like the above behavior, often enough I can only make the box smaller and not re-expand it. This is super painful when it happens because my only option is to delete the box and start over.
  3. Resizing columns in embedded reports. This is consistent, and very awkward. Resizing one column impacts all of the columns around it, which generally causes the ends to overrun the border of the report - not desirable behavior. Trying to get the column sizes to take up exactly as much space as is available in the report box is also a real pain.
  4. The actual size of the embedded report box in the Snapshot Builder doesn’t appear to be honored on the export - I’m seeing exports where my builder shows an edge-to-edge report box but the final export has 3/4’’ margins on either side.
  5. Overflow reports (“Extend Report Rows” box checked) do not conform to the original size or position on-slide of the parent report. This causes the table to bounce around between slides a lot.
  6. No fancy formatting - I can’t use Mass Edit style reports with the Snapshot Builder, so my best option for health score reporting is plaintext names for the associated score colors. It would be way more attractive if I could produce the equivalent of a Mass Edit scorecard report, using an embedded report in the Snapshot builder.
  7. I cannot add new, blank slides in the builder. This one is pretty simple but it means I have to keep a blank slide available in every template for copying in order to add new slides. Would be fantastic to have that ability built in.

I do appreciate being able to draw my own text boxes to size, and have multiple widgets on the same slide with relative ease now - that was very painful in the old builder. Hopefully you aim to continue iterating on this and make it a friendlier and more polished experience, because the core idea is very good. Users are excited about the concept of a Success Snapshot and spend a considerable amount of time hand-building decks for clients. The issue I continuously encounter is that nothing I can give them from the Snapshot builder comes close the polish they can accomplish building by hand.

15 replies

rahul_prayakarao
Helper ⭐️⭐️
June 26, 2023

@TMaier @Tomas Trijonis @jsiudzinski_uber @jkolle - thank you for the detailed feedback. We will analyze the feedback and come up with next steps. FYI @arunabhat 

Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
July 3, 2023

One more: if you add a Textbox in the Success Snapshot Builder, it is displayed on top but for selection purposes is always at the bottom compared to other PPT elements. You cannot bring it to top and if there was any PPT element in that same location it will always take selection priority over the Textbox. 

Honestly I am puzzled how the “2.0” has passed QA 😅.

Contributor ⭐️⭐️⭐️
July 17, 2024

Not sure if this is stated here. 

We are admins and dont memorize the content of the slides. If the CSMs made an update, sent the updated powerpoint file to admins, it would be nice if we just upload the file and get on with our lives. However, if the person who sent us an updated ppt changed the order of the slides, it wont really follow. I just learned that only the content of the slide will be updated. The order of the slides will remain the same. You will have to move the slides within the builder. Sometimes, you even have to save first, exit the builder, before making more changes to the deck.

jeynreyn
Contributor ⭐️⭐️⭐️⭐️
August 12, 2024

+10 on this. I spent time trying to make it work but I first had trouble even being able to load slide(s) due to the 50MB limit on upload, then placing tokens is difficult due to size and placement, readability. After several attempts I pretty much gave up on using it. I think it definitely needs some enhancement on how it functions to make it useful for us. Too bad too because we could totally use this for a top pain point for our CSMs of spending too much time on slide decks populating data points.

Jenn
mattmarcsmith
Helper ⭐️
January 14, 2026

Just adding my +1 to the request and to say the whole Success Snapshot interface needs an overhaul! It is very user unfriendly and the points that have been raised here are not an exhaustive list. depending on your PowerPoint template, it can be extremely frustrating to try and map fields to it correctly and any slight mistakes (where the delete option seems to be inconsistent!) just adds to the woes.

 

As we’d want to use these snapshots in executive engagements and or business reviews - both client facing - it’s imperative that it’s as easy to construct as possible.

 

Regards,

Matt Smith