- change the font size
- Align in the center, right, left
- change font color
- add hyperlinks to text
- ability to add text over pictures
- create tables in a text box and allow "tags" (not a table from a report)
- text box bullets line up properly and not all funky where if that bullet point moves to a second line it does not line up with the bullet point it is attached to.
- Allow for sub-bullets and sub-numbers
- Get rid of funky spaces that show up at the top of a text box
Increase ability to format Success Snapshots
None
Would be nice to be able to do the following while creating a Success Snapshot for export:
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Thanks!
The second, which is even more important, is the inability to export additional plan info. You have all of these fields you can add or even create, but they will not export. I'm adding it to the plan info area so that it can be exported, not sit in the C360. https://community.gainsight.com/gainsight/topics/export-plan-info-tab-into-success-plan-powerpoint
I thought the November release would have the ability to include Data Spaces reports to Success Snapshots, but I do not see the ability to choose them from the source object when adding a report to the Success Snapshot. https://community.gainsight.com/gainsight/topics/data-spaces-reports-in-success-snapshots
Last, the Summary page picture of the percentage of Objective CTAs complete cuts off the names of the status in the Report Legend (i.e. Trending Overdue Obj....). This can't be edited because its a picture.
Success Snapshots / Success Plans are quickly gaining ground to be the prime tool for presenting our Success Plans and Business Reviews for my teams, but now we have to create external templates and insert/reformat the Success Plan slides.
And then the "usage" view is, for some reason, limited to 12 weeks, rather than the amount covered on the 360 page. I want to show at least the past year of activity.
Change font size
Field formatting(date,
currency, decimals)
C360 Summary Section
C360 Scorecard Section
Dynamic Date Range when exporting
Success Snapshots is extremely limited. We cannot incorporate marketing ppt into the system due to its limitation in formatting.
Hello Everyone!
Success Snapshot 2.0 in SFDC and Success Snapshot in NXT enables admins to generate PowerPoint presentations with customer data and graphs from Gainsight, using your own customized presentation (business review deck) uploaded to the Success Snapshot repository, and help CSMs run their customer meetings (such as EBRs and QBRs).
For more information on how to format Success Snapshots, refer to the SFDC / NXT articles.
Thanks for posting!