Reporting Capabilities Request – Stakeholders & Team Stats Data Integration
A JAGGAER Customer has the following question regarding reporting capabilities in Staircase:
Is the data displayed in the Stakeholders section/Heatmap, as well as the Network and Radar tabs, also available in the reporting section? Specifically, the customer wants to create a report with two data points for each account:
- Closest JAGGAER relationship — the JAGGAER employee with the strongest connection to the account
- Best customer relationship — the customer contact with the strongest relationship on our side.
If not, could you offer alternative solution for this request?
Currently, Staircase AI offers two separate report types: Stakeholders (focused on customer representatives) and Team Stats (focused on JAGGAER representatives). However, there is no option to combine these two data sets. The Team Stats report type provides overall counts for emails, chats, and meetings with sentiment analysis, but only at the aggregate level for each JAGGAER representative/account owner without a breakdown per account.
Could you please Help us:
- If it is possible to access backend data from the Stakeholder tab or Heatmap sub-tab for reporting purposes?
- Whether there are plans to make such data available in the reporting section, allowing for combination of Stakeholder and Team Stats data or breakdowns per account?
This has highlighted that combining these data points would bring significant value to their reporting.