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dave_wu_74b11e
Gainsight Employee ⭐️
dave_wu_74b11e
Gainsight Employee ⭐️
March 23, 2017
New Idea

Success Plans List View

  • March 23, 2017
  • 4 replies
  • 74 views
Instead of just the current drop-down list that shows all success plans suggestion is to have a more robust UI to view multiple success plans (and applicable information in that success plan - e.g. status) in a single view.

      4 replies

      janet_h
      janet_h
      Contributor ⭐️⭐️
      March 23, 2017
      Would be very helpful in order to manage multiple success plans within a relationship, and keep track of the status more effectively.
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      March 30, 2017
      Thanks for the idea, we will look into improving this experience. On an average how many active/ draft success plans do you have for a customer?

      Thanks,
      Nitisha
      Angela.Felicissimo
      Angela.Felicissimo
      Contributor ⭐️⭐️⭐️
      February 14, 2019
      i see that his is quite an old post. Has any work ever been done to enable a list view of Success PLans?

      When there are several different plans on an account it is very confusing to find the plan you need. It's not instantly obvious that you have to look for other plans from within the open plan. Not very intuitive.



      A list view - Cockpit style would make it much easier to find the right plan, especially for those who are not regular users.

      seth_schroeder
      seth_schroeder
      Gainsight Employee ⭐️⭐️
      July 27, 2021

      Hello Everyone,

      Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT (Link). Success Plan Horizon Analytics has new capabilities such a list view for Success Plans.

      Thanks for posting!

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