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Greetings fellow Gainsight PX Admins.
I was asked to create a visual tool that would allow us to view the Engagements.
We typically have nearly 100 Engagements running at any given time.
We wanted to be able to view which Engagements are currently running and others that are scheduled to run within the next 12 months.
I used a Google Sheet to create the “Gainsight PX Engagement Tracker”.
I’m sharing it here for anyone else that might have a similar need.

Here is the link to the “Gainsight PX Engagement Tracker” Google Sheet:
https://bit.ly/3Xm6FrF

Here is the link to the YouTube video that demos the “Gainsight PX Engagement Tracker”
 

 

 

All the best,
John Tomczak

Thank you, John! 

Great stuff John! Thanks ;) 

Thanks for sharing, ​@John T 🙌🏽

This is amazing John!  Such a helpful tool for orgs with large numbers of engagements, especially if there are multiple users creating engagements.  Really helps to avoid that dreaded engagement fatigue!

Thank you everyone for your kind words of praise.
Use it in good health.

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