I spoke with Anthony Margulies from Falcon.io and he presented a rather interesting use case - He wanted to see if there could be a way to create and export CTA summary information into a timeline format (Similar to this ). In looking at the type of data points in the picture these look like lifecycle CTA’s (or maybe milestones).
Off hand I can’t think of a way to do this within Gainsight using current functionality. I will leave it up to Anthony to follow up here and further explain his use case, but I do think that if we could use either a rule or report query to generate a CTA summary report for use in Success Plans that could be a nice addition to Success Plan functionality
Currently this is not on our road-map and I also want to check other customers interest on this.
@All, please leave your vote to show your interest.