Success Plan / Snapshot 2.0 Export Capabilities

Exactly what you said!

We just want to do that with minimal disruption to end user experience for the users who are using SP PPT export. It shouldnt be the case where they suddenly have to ask their admins to configure a SS 2.0 just because we just launched SP support in SS 2.0. Confusion is because of the transition state.

Exactly what you said!

We just want to do that with minimal disruption to end user experience for the users who are using SP PPT export. It shouldnt be the case where they suddenly have to ask their admins to configure a SS 2.0 just because we just launched SP support in SS 2.0. Confusion is because of the transition state.

Ok - then how long is the transition state? Because for customers are just beginning to use Success Plans, this is a frustrating problem.

I just got feedback from our CSM leadership that Gantt Charts is a huge priority for us. I'm looking forward to an updated release data for the Gantt Chart Export Feature.

Thanks @todd_massey_e05fab for posting. We want to embed Gantt Chart in Success Snapshots and this is definely on our short-medium term roadmap. I will update this thread once we pick this up

Hello @rakesh, thank you for these enhancements. The new functionality is improved. I am pleased to see plan overview (description), action plan, due date, status, priority, open/total tasks added to the export. You've checked many of the items off my list, and I'm also eager to have Gantt chart functionality. Thank you!!

The biggest area of opportunity I see with the new export is the sort order of objectives. In the objective overview slide, I can tell they are ordered alphabetically, but in the proceeding slides with objective and tasks, they do not match the overview slide order. This is confusing. We would like to have the ability to command the order of the overview slide and proceeding slides by things like due date, status, open task count, etc.

I tested re-sorting the objectives in the success plan prior to export to see if this made a difference in the order, but it does not. I would love to see the ability to sort in the success plan and have the export follow the sort order.

One other item to note is that in the old success plan export from success plan, we had some plan-specific graphs showing objectives and tasks by priority. I attempted adding a report graph to the new snapshot 2.0 template, but the data came through as global, not specific to the plan or client. How is the report addition to be useful if it is not commanded specific to the client or success plan the user is exporting?

Again, thank you for the enhancements! We look forward to further evolution of this feature.

Hi @rakesh - just FYI, there is one more key piece of functionality the team has pointed out. We would like the ability to include Category in the success plan export tables. I created a separate community post here:

https://community.gainsight.com/conversations/success-nnapshots-20-category-5d726c5b762ed66d4d32c1d6

Hi @rakesh - one more piece of feedback that came from our team was to show the closed tasks in italics or otherwise designate from the open ones.

@erikallen and @lauren_kennedy just FYI - enhancements requested for Success Snapshots 2.0

Thanks Sierra for the posts.

For the first one, you can include any field you want by editing the report. I also answered your separate post.

Adding Gantt charts is on the roadmap. On the order of the reports data, can you try applying ranking to the respective reports on the field you want? (these tables are actually reports in Report Builder)

On the other ask(closed tasks in italics), I will check the feasibility of the ask with the team first.

On the old success plan charts, as you mentioned, there is a gap here where these charts do not get filtered to a Success Plan.

Are these charts really useful? I would love some more info on the benefits of the charts.

Meanwhile, I will try to see if we can achieve what we had with SP PPT export.