Ability to include scorecard (account and/or relationship) in success snapshot

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  • Updated 7 months ago
The success snapshots have the potential to be a huge time saver for CSMs and even CS mgmt to provide to Exec Mgmt.  The ability to include reports built in Gainsight is great, however the out-of-the-box visual presentation of scorecard information is wonderful and cannot really be duplicated in a report.

I would love to see the ability to add scorecards as an element to be included in a success snapshot.  The trend indicators, notes, current health scores, etc are contextual gold for preparation for meetings or to even share with a customer in an EBR.
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Jennifer Richard

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Posted 7 months ago

  • 5
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Sai Ram Pulluri, Official Rep

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Hi Jennifer, This is Great ask, I agree that trend indicators, notes, current health scores, etc are contextual gold for preparation for meetings or to even share with a customer in an EBR.

Pushing this to our product team.
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Jennifer Richard

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Wonderful. Thank you for the update and support!
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Aditya Marla, Product Manager

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Hi Jennifer,

Thanks for sharing this. Have you explored sharing 360 via a link..scorecard section is supported in that.

Regards