Hey all,
I’m a business analyst for my company and recently was asked to create reports comparing year-over-year (YOY) data pieces. In attempting to create these reports and widgets I learned that Gainsight does not have (by default) the following capabilities:
- Current Year YTD Values → Comparison Over Previous Year YTD Values
- Current Year QTD Values → Comparison Over Previous Year QTD Values
- Current Year MTD Values → Comparison Over Previous Year MTD Values
This was shocking to me considering these are fairly standard, cross-industry, reporting requirements for all business in all business sectors.
Being able to take X period (current year, or other), with Y data (sales amounts, or counts, or other) and compare it to the same period in the previous year (or another year). This can be further expanded to a specific month (April 2025 compared over April 2024, or April 2023, etc...)
Our account manager and technical account manager asked me to create this post for visibility.
I was able to create a makeshift YTD year-over-year report, comparing current year to previous year, but it is very limited compared to a standard comparison report/widget.
Support provided instructions on how to create this as a dynamic data-set, requiring us to create an object for each period that we want to see and comparing it to the previous 1 year back. However, this is still limiting and requires the set-up of multiple complex objects and requires us to upload a data table for what we want to compare, rather than using data within Gainsight.
Please comment, upvote, etc!