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How to add target line when building reports?

  • 15 January 2021
  • 6 replies
  • 58 views

Userlevel 1

Hi!

Is there a possibility to add a target line when building reports in Gainsight?

Could not find how to do it and whether this option exists.

 

Thanks for the help!

BR,

Alex

 

 


6 replies

Userlevel 7
Badge +1

Yes, “column line” visualization type should do the trick. I believe you’ll need another attribute in your “show” to act as that target line. 

Userlevel 7
Badge

@Aleksandra_V did you get a chance to the view the comments posted by @spencer_engel?

sample image here

 

Userlevel 1

Yes, “column line” visualization type should do the trick. I believe you’ll need another attribute in your “show” to act as that target line. 

Hi Spencer, 

 

Thanks for your suggestion, but just to clarify, what data should I use in another “Show me” field if I want to display the overall target for this specific KPI?

I am not sure if this workaround is what I am looking for.

 

Is there a possibility to create a new field where I could display just a specific number, which would be displayed as a Target line?

 

Thanks,

Alex

 

 

Userlevel 1

@Aleksandra_V did you get a chance to the view the comments posted by @spencer_engel?

sample image here

 

Thanks a lot for your efforts, but I’m afraid its not what I’m looking for. I need to display a specific number which would work as a target line for all participants.

 

Thank you,

Alex

Userlevel 7
Badge

@spencer_engel did you get a chance to view the comments here.

Userlevel 7
Badge +1

Yes, “column line” visualization type should do the trick. I believe you’ll need another attribute in your “show” to act as that target line. 

Hi Spencer, 

 

Thanks for your suggestion, but just to clarify, what data should I use in another “Show me” field if I want to display the overall target for this specific KPI?

I am not sure if this workaround is what I am looking for.

 

Is there a possibility to create a new field where I could display just a specific number, which would be displayed as a Target line?

 

Thanks,

Alex

 

 

Hi @Aleksandra_V - yes, you would need to create a field that contains your target line metric. An example would be if you wanted to display quota. 

 

So let’s say you have 5 contact records and you’re summing up their ARR attainment to date vs. their quota. The data would look something like this (of course you could load different quotas for different people, if necessary).

 

Then your Quota would be the line, and sum of ARR would be the bar chart.

 

 

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