Conditional formatting - is there any section in Gainsight that supports it?
CS Reports & Dashboards
I would need to highlight some specific accounts for the CSMs to see that those customers are a good candidate for upgrade. This would be similar to what happens in Excel. Is this possible in Gainsight?
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With the dashboard you can either view it directly in the Gainsight app or email out that dashboard to relevant parties. Reports will also let you aggregate and provide higher level visibility at manager, director and VP levels; for example.
I read the following:
"Reporting enhancements: Add Milestones in Report Builder to any account specific, time series report, whether your data lives in SFDC or in MDA. Also, set colors for field values so you have consistency in all of your dashboards and reports."
I am not sure if the "set colors" refer to conditional formatting or not. Would really appreciate a clarification.
What we are adding is the capability to pick fields in an object (Salesforce or MDA), and then assign colors to different possible values within each field. For example, if we build a report giving us a count of open CTAs by Source, we can assign each Source value a unique color (Manual is red, Survey is green, etc.). What we can't do yet is do some calculation on the fly in the report, and then assign colors based on the outcome (red if count of CTAs > 5, etc.).