Introduce Success Snapshot Filtering

Related products: None

We’d love for the ability to modify what snapshots are exposed on a 360 page. We are at a point as a company where the number of snapshots is getting large, so the UX is being challenged since I see (every) snapshot when I click the respective dropdown.

 

The UX would be something like being able to apply a filter to a underlying snapshot template.

 

EG. Company Name = XYZ (or any other company field for that matter)

Definitely was not supposed to be a question 😅


Converted to an Idea @jeff_truong.

Now, you can be the 1st one to Vote it. :) 


@jeff_truong do you have themes to these snapshots today? eg. EBR, Onboarding, QBR? I’m curious to know what you’d like to filter this by.

 

cc: @rahul_prayakarao 


@jeff_truong We are revamping Success Snapshots currently. One of the enhancements gives the admin the flexibility to choose a user group or a specific user with whom they would like to share a Snapshot template with. (in line with dashboard exports sharing). This will solve your use case.

This sharing can also happen at folder level (one more enhancement).

Tentatively these enhancements will be available for everyone in Q3.