The Success Plan Horizon Experience is great to have a list view and be able to filter.
It would be enhanced if we could add custom fields to the list view filter.
E.g. Instead of having Success Plan owner, I would like to be able to filter by Success Plan -> CTA Objective owner.
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This would be a great feature addition as this would not restrict in filtering the Success Plans based on just the predefined fields
Hello@gschardan thank you for your post. Sending this across to our Product Manager to look into and get back to you on your suggestion/idea.
Thank you for the feedback. I can understand the use case. More upvotes will help prioritise this feature in future roadmaps.
This would be a game-changer addition as we have custom ‘stage of implementation’ etc fields for SuccessPlans and those fields cannot natively be shown currently on the home-page.
With this addition individuals could see where each customer implementation is at and managers could see (across customers) what stage customers are sitting in.
This is a must have for us. It doesn’t make sense why the Success Plan list view would function differently than CTAs.
We also have customs fields on the success plans, having the ability to create a Home page custom view to meet the users needs is critical for us. We are trying to involve different teams to use Gainsight to collaborate on SP and this feature will help with users adoption.