Skip to main content
samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
December 14, 2017
New Idea

Provide an "Include data from all children" option at the relationship level.

Related products:CS C360 & R360 & P360
  • December 14, 2017
  • 11 replies
  • 246 views
We recently deployed relationships to our CSM's and are very pleased with the more focused view on their customers. The one 'gap' that' we have ran into is the ability to view child account data at the relationship level. We organize our relationships by product and a parent account will often have multiple child accounts under it representing different divisions. They have separate contracts which is why they are on different accounts but when it comes to business reviews, we need are now missing the simplicity of clicking a button to aggregate all accounts together for presenting metrics to the customer. 

Is it on the roadmap to add this functionality to the relationship level? 

11 replies

revathimenon
Gainsight Community Lead
November 5, 2024

Done @andreammelde 

Where focus goes, energy flows.