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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
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? 

13 replies

revathimenon
Gainsight Community Lead
November 5, 2024

Done @andreammelde 

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Where focus goes, energy flows.
pgeorge
Gainsight Employee ⭐️
Gainsight Employee ⭐️
September 22, 2026

​@andreammelde ​@Tomas Trijonis Before I evaluate this, I’d like to confirm my understanding: Is the request to roll up data from relationships under child companies and display it on the parent company’s Relationship page?

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Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
September 23, 2026

I would be happy with a checkmark “Show data from all children” on each report in R360. (same as in C360 reports to preserve feature parity)

If there is a hierarchy setup like such:

  • Parent Company
    • Relationship “Bricks”
    • Relationship “Mortar”
  • Child Company
    • Relationship “Bricks”
    • Relationship “Mortar”

I would like to visit the Parent company’s “Bricks” relationship, tick that checkbox and see the combined statistics for Bricks on Parent + Bricks on Child company.

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