How do you track account changes in Gainsight?
We're looking to have more data on how accounts change in a given quarter, such as keeping track of the number of accounts that Churn in a given quarter and the number of accounts that transfer ownership in a given quarter.
In addition to the number, we’d want to be able to drill down to the specific records. For example:
In Q1’22, Sarah Miracle had:
- 3 accounts transferred out of her name in Q1’22
- Company A, B, and C
- 4 accounts transferred into her name in Q1’22
- Company D, E, F, and G
- 5 accounts churned in Q1’22
- Companies H, I, J, K, L
Currently we do leverage a rule to update company status to Churned if certain criteria is met, but we are not recording any other information about that (date of churn, for example).