#2minHowTo: Create a Pivot Report on CTA Tasks

I was nominated by @AngelaBrown to take part in this challenge! I made a video where I walk through how to build a pivot report on tasks within a CTA. The use case here is that you want to see your task progress across multiple CTAs that are using the same playbook. A manager could also use this report to review the progress of multiple end users on CTAs with the same playbook.

https://share.getcloudapp.com/NQu5zEp4

https://www.loom.com/share/16d063bafe334dca9634233deb036516

This post is part of our #2minHowTo campaign. Please check out the other videos and take part yourself! I am nominating @sdrostgainsightcom and @jnies to take part in this challenge.

• Introducing the challenge #2minHowTo: Share Your Gainsight Expertise in Just 2 Minutes! Blog