Is there a way to show progress toward renewal goals in Reports 2.0?
CS Reports & Dashboards
Is there a way to add a line to a Current Year renewals chart so that we can see how we're tracking toward our renewal goal?
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Has this been released?
Looking for a way to set static numeric targets and then compare against actuals over time.This would be broader than renewals, we would want to see planned, forecasted and actuals for things like user adoption/utilization targets or other metrics targets.
These would be monthly targets that could be rolled up. Targets would be assigned to account owners or anyone on an account team.
I can file a separate request as well.
d
Does Gainsight have any tips or tricks for creating a chart or graph that has a goal indicated? Like a line on a bar chart we're trying to reach or a pie chart with 100% being the goal value?
Thanks!
Chris
The goal number could either be a static number or dynamic based on an SFDC field or a formula. You could even do more advanced calcs using bionic rules and formula fields to create your goal number and then publish that using a rule to a field that can be accessed for reporting.