Allow CTA due dates to be based on calendar days (not only business days)
None
Gainsight can only set the "due date" for a CTA using business days. e.g. If the due date is "Rule Date + 30 days" it will add on 30 business days to the rule date, not 30 calendar days. This prevents me from creating CTAs where the true due date maps to an actual calendar date. For example, I thought an "easy win" to encourage adoption amongst our account managers would be to have a CTA fire 90 days before a renewal reminding them of the upcoming renewal, but this can't be done -- at least not with the proper "due date."
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Currently there is no ETA. I will post back once we have more updates.
Having this option will makes sense which would suffice the needs for everyone.
I would say yes, having clarification on calendar versus business days would be helpful. In general, one of my biggest points of confusion on implementing rules and the associated CTAs & Playbooks was around which ones were based on business days versus calendar days. I echo Nick's comment that as Admins and in the role of Sales Operations, we think about things in general time frames, 30, 60, 90 days, i.e. 1 month, 2 months, 3 months. Having clear documentation on this is also important.
Best I have sorted out, the Rule Dates, such as Add N dates to Rule Date is based on calendar days. Then when you go to set the due dates for the CTA and tasks in the Playbook, you have to estimate the number of business days. One thought is to use calendar days, but prevent the date from being a weekend, so automatically make it the closest business day. So if the due date is a Saturday, it is forced to Friday; if Sunday it is forced to Monday.
Thanks for working on making this easier.
Kristin