Expansion Analysis to regenerate every week

Our team is asking for the same thing.  Or even an option to regenerate it on demand similar to Cheat Sheet.

That would be great.
cc ​@Molly.McQ  ​@Vinesh 

Yes, please! MAJOR bonus points if we can also have historic data preservation so there’s a reference of past insights when those analyst details refresh. 

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Good feedback from all of you. The weekly cadence is currently fixed, and I hear the ask for both on-demand regeneration and the ability to look back at previous analyses.

On-demand refresh is something we're evaluating. The historical preservation point from @Molly.McQ is especially interesting -- being able to compare this week's expansion signals vs. last month's would add real value for tracking how opportunities evolve.

What I current have as planned iteration is a weekly refresh / update when new signals are discovered, but I am curious whether that or an on-demand refresh is viewed as better from your points of view.

As for tracking over time, I would like to have a larger summary as an "Experience" artifact that lives on the account permanently and incorporate the full scope of opportunities from when they were first discovered through to Closed Won / Closed Lost. Essentially the Analyst you see on the Account landing screen would be the present state, but you could click through to see its full "Experience" in one of the lower tabs in the account page.

Would love your feedback on these ideas and any other requests you have on the Experience Analyst V2.

​@bradybluhm I like the idea of a weekly refresh/update and an experience artifact. I could still see the potential for a prompted refresh as well.  For example, if you are getting on a call with a customer, you might want to see the most up to date info.

Would love to be able to do more with the individual suggested opportunities.  Think insights, CTAs, CSQLs, etc.

TBH, I’m not exactly sure how it works, so if it’s refreshed, is it possible that you would see the same suggestions WOW?  If so, might make sense to have a “first suggested” date or something similar?

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​@heather_hansen  Great questions. To answer directly:

• yes, you can see the same opportunities week over week if they're still relevant.
• A "first suggested" date is a smart way to handle that, and it aligns with the Experience artifact concept I mentioned.
• The prompted refresh for pre-call prep is a use case I hear a lot. On the CTA/CSQL angle, that's exactly where we want this to go.
• The opportunities today are informational, but making them actionable (push to CTA, create a CSQL) is the logical next step.

I'll make sure these inputs get into the V2 planning.

Interested in this as well - also want to flag that while Gainsight is our CRM, we generally go direct to SFDC for our CSQL generation, so it would be great if we could accommodate some custom mapping for a “create CSQL” push, and not have it locked to just the CSQL feature in Gainsight CS. Even if it’s CTA to “create csql”.

We don’t use CSQL (yet) but it’s on our ‘sooner-rather-than-later’ roadmap. I love the idea of pushing the expansions to a CSQL and automating as much as possible for our CSM teams! Bradley’s thoughts on being able to push CSQL more broadly to SFDC makes a lot of sense, as well, and I could see our team using it in that way, as well.