Implemented

Ability to Customize and Add Success Plan Statuses

  • 7 November 2018
  • 9 replies
  • 88 views

Userlevel 6
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We would love the ability to customize and add success plan statuses. Right now the only options are Active, Draft, and Closed. Some of the success plans we utilize are for onboarding new clients on to our software. Clients receive a specific success plan depending on the package they've purchased.

There are times when clients decide to upgrade their package which requires a NEW success plan because there are additional objectives that need to be completed. In these cases, we don't want to simply change the status of the old success plan to "Closed" because it marks all the objectives and tasks as complete... which skews our data and information because that success plan was never fully completed.

We'd love to be able to add different statuses to show the true status of our success plans. In this case, it would be beneficial to change it to "Incomplete" or something similar to that.

It would also be beneficial to customize statuses so we can choose whether a status closes all objectives and tasks OR keeps the objectives and tasks in the same status and don't change when the success plan status is changed.

These changes will greatly help our adoption of the success plans and will give a better view into the progress, health, and status of our customers.


9 replies

Userlevel 6

Hi Geneva,

We are working on redesigning Success Plans in NXT and as a part of this we are giving the ability for admins to define custom Success Plan statuses. 

Userlevel 4

any update or ETA on this?  we would like to have a Status of Delayed or On Hold.  

Userlevel 6
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We would love this feature as well! Our use case would be a 'review' stage where CSMs who create their own success plans could change to 'ready for review' which would trigger a CTA or report for their managers to review their tasks and objectives prior to implementing.

Userlevel 7
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Hi Faust, Thanks for sharing this!

This is in our long term road map.

Userlevel 4

Hi Geneva,

We are working on redesigning Success Plans in NXT and as a part of this we are giving the ability for admins to define custom Success Plan statuses. 

As mentioned previously, admin will have the ability to create custom success-plan-statuses. This is in development phase and will be available soon.

Userlevel 6
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PERFECT!!! THANK YOU!

Userlevel 6
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Sai Ram - I know there are a lot of Success Plan improvements Q1 of this year. Could this be an update during that release?? :D

Userlevel 6

Hello Everyone,

Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT (Link). Success Plan Horizon Analytics has new capabilities such as the ability to configure custom statuses for Success Plans.

Thanks for posting!

@sai_ram any update on this?

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