Conversations

Photo of Tony Tao
Is it possible to export dashboards as PDF?
Is it possible to export dashboards as PDF?  If so, how and/or is there somewhere I can enable this? 
  • 2 me toos
  • 4 replies
  • Idea
Photo of Tony Tao
Can I sort by due task in cockpit
I have CTA's with a bunch of overdue tasks in them. Is there a way in cockpit where I can filter/sort by overdue task instead of CTA?
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Tony Tao
Set renewal date to 30 days before contract end date?
I am looking to have renewal date in the customer section to by 1 day before the contract start date of the most recent renewal opportuni...
  • 1 me too
  • 2 replies
  • Question
Photo of Tony Tao
Can I add myself as the "from" in an outreach from an opportunity powerlist
I'm looking to send an email out to our CS/AM team when a renewal opportunity is closed lost. I created a powerlist on the opportunity ob...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Tony Tao
Help Wanted: Set ARR on customer tab with multiple opportunities
Hi,  We have multiple opportunities that can be recurring revenue and need to create a rule to update AAR on the customer tab.  Any adv...
  • 2 me toos
  • 2 replies
  • Question
Photo of Evan Luberda
Admin Office Hours - April 5th, 2018
This thread is for the Admin Office Hours session for Thursday April 5th,  2018.  Submit your questions to this thread and we'll address ...
  • 1 me too
  • 4 replies
  • Article
  • Archived
Photo of Tony Tao
What format does data have to be utilizing the segment integration?
When loading our data intp Gainsight via Segment integration, what format does it have to be in?
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Tony Tao
roll up lowest relationship health score as account health score
We utilize the relationships feature to keep track of many programs that customers are running with us. Every program is important but if...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Tony Tao
Email template in "publish survey" blank
I'm creating my first NPS survey and needing to send a test to myself. I'm running into after setting up the salesforce survey domain, wh...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Evan Luberda
Admin Office Hours - March 15th, 2018
This thread is for the Admin Office Hours session for Thursday March 15th,  2017.  Submit your questions to this thread and we'll address...
  • 1 me too
  • 4 replies
  • Article
  • Archived
Photo of Tony Tao
Is there a way to sum fields from multiple relationships to C360 and join a report with opportunity fields?
We currently track a field called "Total Prize Pool" in our relationships. This indicates the dollar amounts a customer has purchased wit...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Tony Tao
Assign "Owner Field" in bionic rule from SFDC Account user lookup field - Call To Action
I'm running into issues where I cannot assign the CTA owner to the SFDC user contact from our Salesforce Account Object.  We currently h...
  • 1 me too
  • 3 replies
  • Question
Photo of Tony Tao
Help Wanted: Create a report with MDA data and CTA type/reason
Our CSM's use CTA's to track updates that are made to our customer's programs. For example - a CTA type would be "Program Update" and Rea...
  • 2 me toos
  • 2 replies
  • Question
Photo of Bill Davis
Success Plan Template Ideas
I am creating a couple of Success Plan Templates that my team can use to get a quick start. I created one Called First Win, which captur...
  • 1 me too
  • 5 replies
  • Question
  • In Progress
Photo of Tony Tao
How to best track average onboarding time?
I have milestones that are automatically created once a CTA closes. How can I track the difference in number of days between two mileston...
  • 4 me toos
  • 2 replies
  • Question
Photo of Tony Tao
how do i auto subscribe to all my accounts so that I receive notifications moving forward?
I turned on my notifications and have 100+ accounts. It seems tedious to go through each one and have to follow in order to receive the e...
  • 2 me toos
  • 1 reply
  • Question
  • Acknowledged
Photo of Osha Kondori
Ability to visualize report data as Guage Chart
I would love the ability to visualize data in a Gauge Chart. This would be for visualizing % to goal for various metrics.  This is a key...
  • 9 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Dietrich Carlé
Create timeline activity from CTA
There're automated and self created CTA's where I would like to make a timeline activity for upon closure. Today I need to close the CTA,...
  • 17 me toos
  • 3 replies
  • Idea
  • Planned