A “Layer Cake” approach to Success Plans for the CSM gets more detailed as you scroll down. This comprehensive dashboard uses core Gainsight objects to break down Success Plans at three levels:
- Success Plan Level
- Objective Level
- Task Level
Multiple layouts depending on preferences Key component is filtering OUT non-Objective type CTA’s from reporting.
Included Assets
- Dashboards (1) – A one-stop-shop to review success plan information
- Reports (18) – Prebuilt reports focusing on success plans, objectives, and more