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Idea: Mark Success Plan Objectives 'Internal' vs. 'External'

Related products:None
  • May 1, 2017
  • 3 replies
  • 49 views
ahmed_taleb
Apologies if this has been discussed before but I'm trying to expand the overall use case for Success plans to include internal-only 'Account Development' objectives & milestones. The idea is to leverage the Success planning functionality to manage the account development process in parallel to customer-facing success planning.

These would be configured in the same way that objectives/tasks are currently created but they wouldn't appear on plan exports (customer facing PPT for example).  Here's a simple use case:
- User creates an internal-only, account development objective (develop an opportunity to sell in another product for example)
- A check-box or toggle cold be used to mark the objective & all child elements as 'Internal-Only'
- Exporting the completed plan wold omit these slides
- Advanced - Allow the user to select whether to include or exclude 'internal-only' slides in the export dialog.

Thanks

    3 replies

    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • May 2, 2017
    Hi Ahmed,

    Thanks for the idea. We have plans for improving success plans export and we will add this capability in it.

    Thanks,
    Nitisha
    ahmed_taleb
    • ahmed_taleb
    • Author
    • Contributor ⭐️⭐️
    • May 2, 2017
    Awesome!  Thanks for the direct reply and the speedy innovation!!
    seth_schroeder
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    • seth_schroeder
    • Gainsight Employee ⭐️⭐️
    • July 28, 2021

    Hello Everyone,

    Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT. Success Plan Horizon Analytics has new capabilities such as expandable fields and the ability to mark objectives as either internal or external.

    Thanks for posting!

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