Skip to main content
sierra_evans
Contributor ⭐️⭐️⭐️⭐️⭐️
March 8, 2019
Development

Success Plan / Snapshot 2.0 Export Capabilities

Related products:CS Success Plans & Customer Goals
  • March 8, 2019
  • 27 replies
  • 654 views
We were excited about exporting success plans with the new 2.0 functionality, but find the lack of configurability to be a bit disappointing. I would love to have the following capabilities added. Anyone agree? Others you would add?

  • Ability to edit color scheme to match our corporate .ppt template
  • Ability to edit font type to match our corporate font
  • Addition of status column to task line items
  • Ability to include plan info
  • Ability to include Gantt chart overall view of plan
  • Ability to have multiple plan owners
  • Ability to move and modify plan sections based on desired layout as a template, instead of manually manipulating each presentation
Thanks in advance for your consideration!

    27 replies

    sierra_evans
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 16, 2019
    Hi @rakesh thank you for your replies and assistance.

    The most critical outstanding item is around sort order of objectives and tasks. I tried to sort using ranking, but the only type of ranking for any field in the reports is Top N or Bottom N records. Even if the objectives were ordered by something like due date, how would the separate task report map to the objective order?

    darkknight
    Expert ⭐️
    September 16, 2019
    Agree.

    Jeff Kirkpatrick
    katepalli
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    September 25, 2020

    Hi @rakesh,

    Could you please let us know, when can we expect to export success snapshot 2.0 directly from the success plan.

     

    rahul_prayakarao
    Helper ⭐️⭐️
    September 25, 2020

    @katepalli it is on our near term roadmap. I will keep you posted on this.

    katepalli
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    January 7, 2021

    Hi @rahul_prayakarao,

    Could you please take the above request on priority as customers are looking for this option from last 3 months.

    Reg -  Export success snapshot 2.0 directly from the success plan.

     

    rahul_prayakarao
    Helper ⭐️⭐️
    January 12, 2021

    @katepalli tentatively we are targeting  to deliver this before the end of next quarter.

    ajit
    Contributor ⭐️⭐️
    April 26, 2023

    lso, the capability to export a Success Plan in a PDF format. PPTX is not always appropriate for some success plan that are very detail oriented and they dont fit in a pptx slide.