Vault Use Case Library: CSM Management
IMPORTANT UPDATEVault assets accessed by clicking the Gainsight Vault icon, will be retired. Our best practice assets can now be accessed from Administration > Sightline Vault. Learn more...
IMPORTANT UPDATE July, 2019: Vault assets will be retired in the near future, and currently only Playbook and Report assets are compatible with the latest functionality.
How to Look at CTAs:
- Let’s see how many open, overdue, and closed CTAs there are, by assignee.
- You can also see the number of open CTAs by type.
- Let’s see how many CTAs were opened and closed in the past week.
- You can see the CTAs that were opened with this report.
- Let's see how many CTAs were opened this quarter.
- Let’s look at the open CTAs by reason.
- You can see it with count of customers.
- Let's see how many CTAs were created by status and priority.
- Let's see how many Tasks were created by status and priority.
- Let’s keep a finger on the pulse of open, flagged risk CTAs for accounts >$100K ARR, accounts >$50K ARR, and high-risk accounts.
- Let’s track overdue CTAs by CSM, reason, and playbook.
- Let's look at overdue and upcoming CTAs.
- Let’s look at open and overdue playbook tasks.
How to Track Cockpit Inactivity:
Advanced Task Management Assets
- You can see this quarter’s flagged risk CTAs by month and reason with this report.
View the complete list of Vault assets.