business review schedule - Calendar view

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Our executives would like to be able to see a list of upcoming business reviews that are scheduled. We have a rule that fires the CTA, but there's nowhere to record when, where, and with whom a business review will be held.

I've tried using a timeline activity and logging it for a future date, but we don't have a way to pull in the account name in a report of timeline activities, so no help there either.

How are others tackling this?
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Jason Metzler

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  • oh, fine.

Posted 1 year ago

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Dan Ahrens, Gainster (employee)

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Hi Jason,
You can report on Timeline entries by Account Name: 
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Jason Metzler

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Where is that? In report builder I am not seeing those options. Doesn't look like anything similar is available already in dashboards.

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Manu Mittal, Employee

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Looks like you don't have standard objects configured in MDA to join with activity data. Best to log a support ticket to get this sorted out.
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Manu Mittal, Employee

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Activities are a good way to capture such meetings, Jason. As you correctly pointed out, CTAs are more about the *process* and not as much about the actual (multiple) meetings, emails, etc. that they might entail.

As Dan mentioned, it is possible to pull in Account/Company details when reporting on activities. If you are not seeing any data when you pull the 'Name' field in, please go to 'Administration -> Gainsight Connect' to check if Account data is getting synced to MDA. You can find more details here on how to enable this feature.

Thanks!
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Jason Metzler

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This reply was created from a merged topic originally titled business review schedule - Calendar view.

Our executives would like to be able to see a list of upcoming business reviews that are scheduled. We have a rule that fires the CTA, but there's nowhere to record when, where, and with whom a business review will be held.

I've tried using a timeline activity and logging it for a future date, but we don't have a way to pull in the account name in a report of timeline activities, so no help there either.

How are others tackling this?