Customer Goals Objects
Customer Goals Objects
Some of the most important Gainsight objects used in the Customer Goals module are described here.
Customer Goals Object
This object stores information on Goals added for a Company or Relationship.
| Field Name | Description |
|---|---|
|
Created Date |
Date when the Goal was created |
|
Description |
Description entered for the Goal by the user |
|
Due Date |
Date by when the Goal is expected to be achieved |
|
Entity Type |
Indicates if the Goal was created on Company or Relationship |
|
GSID |
Unique GSID of the Goal |
|
Modified Date |
Date when the Goal record was last modified. |
|
Name |
Name of the Goal |
|
Company |
The company for which the Goal was created. Lookup to Company object |
|
Created by |
The user who created the goal. Lookup to User object |
|
Goal template |
The template using which the goal was created. Lookup to Customer Goal Template object |
|
Modified by |
The user who last modified the goal record. Lookup to User object. |
|
Opportunity |
The opportunity for which the goal was created. Lookup to GS Opportunity object. Not mandatory |
|
Relationship |
The relationship for which the goal was created. Lookup to Relationship object. Not mandatory |
|
Relationship type |
Name of the relationship type when a Goal is created for a relationship. Lookup to Relationship Type object |
|
Status |
Current status of the Goal |
|
Custom fields |
Any fields created by the admin |
Customer Goals Template
This object stores information of Goals created in the Goals Library by the admin.
| Field | Description |
|---|---|
|
Created date |
Date when the Goal was created in the library |
|
Description |
Description entered for the Goal in the library by the admin |
|
Due date |
Number of days from when the Goal is added from Library to arrive at the due date |
|
GSID |
Unique GSID of the Goal in the library |
|
Modified Date |
Date when the library Goal record was last modified |
|
Name |
Name of the Goal in the library |
|
Created By |
User who created the Goal. Looks up to user object |
|
Modified By |
User who last modified the goal in the library. Looks up to user object |
|
Status |
Current status of the goal in the library |
Customer Goals Association
This object stores information on CTAs & Success Plans associated to the Goal.
| Field | Description |
|---|---|
|
Associated Date |
Date when the CTA or Success plan was associated to the Goal |
|
Association type |
The association type to view look up to CTA or Success Plan object |
|
Deleted |
False indicates that the CTA/Success Plan is still associated with the goal. |
|
GSID |
Unique GSID for the association record |
|
Modified date |
Date when the association record was last updated updated |
|
Created By |
User who associated the CTA/Success plan to the Goal. Look up to User object |
|
Goal |
Name of the Goal to which the CTA/Success Plan is associated. Look up to Customer Goal object |
|
Modified By |
User who last modified the association record. Look up to User object |
|
Association type (when whoID/ what ID field is resolved) |
Fields from CTA or Success Plan object when the association type is selected |
Customer Goal Metric
Defines the metrics that can be linked to customer goals for tracking and reporting.
| Field | Description |
|---|---|
| Created By | Name of the user who created the metric |
| Created Date | Date when the metric was created |
| Deleted | Indicates if the metric was deleted |
| Description | Summary of the metric's purpose or usage |
| Display Order | Order in which the metric appears in the UI |
| External Id | ID of the metric from an external system |
| Gsid | Unique identifier for the metric |
| Modified By | Name of the user who last modified the metric |
| Modified Date | Date when the metric was last updated |
| Name | Display name of the metric |
| Unit Of Measure | Measurement unit used for the metric |
Customer Goal Metric Actual Values
Captures actual metric values recorded for a customer goal.
| Field | Description |
|---|---|
| Actual Value | Observed value of the metric |
| Actual Value Updated On | Date when the actual value was last updated |
| Created By | Name of the user who recorded the value |
| Created Date | Date when the value was created |
| Deleted | Indicates if the record was deleted |
| Goal | Goal associated with the metric value |
| Gsid | Unique identifier for the record |
| Metric | Name of the metric this value is recorded for |
| Metric Value | Lookup to the Customer Goal Metric Values object |
| Modified By | Name of the user who last modified the value |
| Modified Date | Date when the value was last modified |
Customer Goal Metric Values
Tracks the baseline, latest, and target values for metrics tied to a customer goal.
| Field | Description |
|---|---|
| Active | Indicates whether the metric value is actively tracked |
| Base Value | Starting value of the metric when the goal was set |
| Created By | Name of the user who created the record |
| Created Date | Date when the record was created |
| Deleted | Indicates if the record was deleted |
| Goal | Goal associated with the metric values |
| Gsid | Unique identifier for the record |
| Latest Actual Value | Most recent actual value recorded |
| Latest Actual Value Updated On | Date when the latest value was updated |
| Metric | Metric that this record tracks for the goal |
| Modified By | Name of the user who last modified the record |
| Modified Date | Date when the record was last updated |
| Target Value | Target value set for the metric |