Tip of the Week: Build Reports on Sponsor Tracking

  • 27 February 2015
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If you and your team have started using Sponsor Tracking, it would be helpful to set up different reports and views to display information about sponsors across customers. This is especially helpful to ensure sponsors are being tracked for each of your customers, identify gaps of sponsors in key accounts and drive action.

Follow these simple steps to set up one such report:

Step 1:

[img]https://s3.amazonaws.com/screensteps_live/images/gainsight/312469/2/rendered/3441e4ef-1162-4a3c-8aee-ef1a53df7684_display.png[/img]

Go into “Report Builder” and select “Sponsor Tracking” from the data source. In the “Show me” field include the Contact Name and in the “By” field, include Account Name, CSM Name and other relevant data. 

Step 2:

Run and save your report. You can also add this report into a Dashboard view.

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