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cmultanen
cmultanen
Helper ⭐️
December 17, 2018
New Idea

Ranking in Rules Engine

Related products:CS Rules Engine
  • December 17, 2018
  • 22 replies
  • 575 views
It would be great if we could rank accounts in the Rules Engine, similar to ranking in Report Builder. For example, ranking accounts so that only X number receives a certain CTA or action. A specific use case would be ranking our top 50 customers by spend to automatically generate CTAs and other field triggers as part of our top 50 customer engagement program.

    22 replies

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    katelyn.turner
    katelyn.turner
    Contributor ⭐️⭐️⭐️
    October 21, 2025

    Adding my voice to this request as I am coming across the need to segment customers by being top x number of a CSMs book of business. This is not an uncommon request in our industry and shouldn’t be as difficult as it is with current functionality.

    dayn.johnson
    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    October 22, 2025

    Chiming in here, since it seems I haven’t yet.

    We had a report in one of our emails leveraging an external (Domo) ranking X by Y.

    The fact that we had to resort to an external system to create that data and then bring it into a Gainsight object to use it in one of our programs doesn’t make sense. Particularly since the request had to be managed by a separate team. It’d be so much easier to be able to build that directly in a report/DD template, without having to go through multiple systems and complex dependencies.

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
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