Question

Can we have nested objective functionality in Success Plans?

  • 21 October 2021
  • 7 replies
  • 52 views
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  • Anshita
  • Gainsight Employee: Veteran Rookie
  • 11 replies

Couple of my customers have business use cases where they want to have nested objectives under main objective in SPs. They tried implementing one SP with high-level objectives and listed the sub-objectives under tasks; but this structure wasn't suitable for them and could not be utilised efficiently. Therefore, they had to create multiple SP to track one program.
Can we expect any SP functionality that gives a nested structure to objectives?

7 replies

Cornelia
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Hello @Anshita, thank you for posting on Community. Passing this along to our Product Manager to be looked into and circle back to you with an answer.

andreammelde
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@Anshita  @Cornelia I created a custom field on Success Plans that we want to use like a tag (multi-select for our products so a CSM could indicate which products the Success Plan is for). We had a similar use case an @Anshita where CSMs wanted to have this grouped. However, you cannot display custom fields on the the list view or use it in a search, which makes the attempt to work around obsolete and is only good in pulling reports. As another option, could we look at creating “tagging” of some sort to group or filter like success plans?

Andrea Carroll
anirbandutta
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@Anil Raj Pujari anything we are planning in this regard?

It's an opportunity for engagement
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Any updates here?

jake_ellis
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@Anshita we are building a feature in Gainsight that will allow you to nest multiple success plans or CTAs underneath overarching customer goals. This should solve your need and I’ll let @Anil Raj Pujari share more. 

andreammelde
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@jake_ellis  when is the new functionality expected to be released? Our team would be very excited to use this - would like to give them an idea on timeline

Andrea Carroll
jake_ellis
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We’re aiming for the 2nd half of this year with a possible beta in advance of that @andreammelde 

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