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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
June 6, 2016
Closed (Duplicate)

Success Plan Reporting: Drafts and Objectives

Related products:CS Success Plans & Customer Goals
  • June 6, 2016
  • 13 replies
  • 176 views

Not sure if anyone else has noticed this, but I have a report that my teams use to show overdue CTAs, and it's including objectives from Success Plans that are still marked as Drafts. I can obviously add an exclusion to the report to remove them, but it didn't make sense to me that those should be included, especially since they are excluded from showing up in the cockpit. Support informed me this is intended, and suggested I post here. It's been very confusing for my leaders and CSMs, so thought others might also want to be aware.

 

Adding the content of the merged Idea

Currently, if the success plan is in draft state and if we try to open a CTA from report or from notification link its throwing an error – “The CTA you are trying to access could not be found as it might be in draft state or deleted or due to a system error.
As the error message is not referring to Success plan but referring to CTA, can we change it to “The associated Success plan is in draft state, so the CTA you are trying to access could not be found” it will make the customers easily understandable.

13 replies

anirbandutta
Expert ⭐️
September 26, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
It's an opportunity for engagement
AshutoshSingh
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 19, 2026
Updated idea statusCurrent BehaviourClosed (Duplicate)
AshutoshSingh
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 19, 2026

Closing this as we now have reporting on SP object and separate idea for showing CTAs for SP in drat state