Report Asset List

The following table contains a list of all of the Report Assets that are currently available in Vault. Click the asset name to open the asset preview window in Gainsight. If you are not currently logged in to Gainsight, you will be directed to login. From the preview window, you can also configure and download the asset into your org.

Tip: Right-click on the asset hyperlink to open the asset preview in a new window.

Folder Name Subfolder Name Asset Title Description Asset Link
Operationalize Customer Lifecycle Lifecycle Design List of Closed Won New Business Opportunities (this quarter) PURPOSE: To view the detailed list of Closed Won New Business Opportunities from the current quarter https://jbcxm.na7.visual.force.com/apex/vault?id=21nmucpq0b70yh6hccrnqy8qx
Operationalize Customer Lifecycle Lifecycle Design List of Closed Won Renewal Opportunities (this quarter) PURPOSE: To view the detailed list of Closed Won Renewal Opportunities from the current quarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=dlzz5cu2owsdt6kbp0fo0h75y
Operationalize Customer Lifecycle Lifecycle Design List of Milestones Dated in Last Week PURPOSE: To compile all milestones dated in the last week; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=7rsbkrjg8r62rbjzhstxe10zn
Operationalize Customer Lifecycle Lifecycle Design Count of Lifecycle Milestones Created by Week from Past 90 Days PURPOSE: To understand how many lifecycle milestones have been created week over week; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=etbnyn3pm14uw0bkrfp9ryi79
Operationalize Customer Lifecycle Lifecycle Design New Customer Details Table PURPOSE: To compile important details for newly signed customers; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=7y31srmzyz50avfdhmrmbzdho
Operationalize Customer Lifecycle Lifecycle Design List of CTAs Created in the Past Week PURPOSE: To compile all recently created CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=7v7fjq0q2kraapqya3galdhwi
Operationalize Customer Lifecycle Lifecycle Design List of Closed Won Upsell Opportunities (this quarter) PURPOSE: To view a detailed list of all Closed Won Upsell Opportunities from the current quarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=f8egdhsl39n67baavjfpg8clg
Operationalize Customer Lifecycle Lifecycle Design Cumulative ARR from Closed Won New Business Opportunities (this quarter) PURPOSE: To accumulate ARR from all Closed Won New Business Opportunities over time for the currentquarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=6pn3teoh5k763dg714ey9ipt1
Operationalize Customer Lifecycle Lifecycle Design Cumulative ARR from Closed Won Upsell Opportunities (this quarter) PURPOSE: To accumulate ARR from all Closed Won Renewal Opportunities over time for the current quarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=do316jsqvhur88y4rjqymdoku
Operationalize Customer Lifecycle Lifecycle Design Cumulative ARR from Closed Won Renewal Opportunities (this quarter) PURPOSE: To accumulate ARR from all Closed Won Renewal Opportunities over time for the current quarter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=ghnl6ueken9ax9urpu7jaxtdb
Operationalize Customer Lifecycle Executive Business Reviews List of Open EBR CTAs PURPOSE: To show all upcoming Executive Business Reviews (via Open EBR CTAs), along with CTA Owner and Due Date; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4djmhpbtqac54ilruvxk34kpz
Operationalize Customer Lifecycle 1:Many Communication List of Key Sponsors Across Active Accounts PURPOSE: To compile all Key Sponsors/Contacts across your accounts; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=go7x3sb3h4ft81pc1tgrhwdi
Operationalize Customer Lifecycle Sales-to-CSM Handoffs Count of Open Handoff CTAs by CSM PURPOSE: To understand the landscape of upcoming Sales-to-CSM Handoffs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=4i4mxt2xyczvuij72aivfocnj
Operationalize Customer Lifecycle Team Planning Count of Accounts by Account Stage PURPOSE: To understand how many active accounts currently exist in each of your account stages; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=2f4ngce7w8s78sr83ym2i8ttr
Operationalize Customer Lifecycle Team Planning Sum of ARR by Account Stage PURPOSE: To understand how much ARR currently exists in each of your account stages; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=e0qyrcmlwclyprim0ghxyloab
Operationalize Customer Lifecycle Team Planning Sum of ARR by Industry PURPOSE: To understand the industry makeup of your company's overall ARR; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=aquoxsbpa6el2bdolcwpp1tyw
Operationalize Customer Lifecycle Team Planning Sum of ARR by CSM PURPOSE: To understand how much ARR is managed by each of your CSMs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=5rf4rwachn3qnedu1jmolh452
Operationalize Customer Lifecycle Team Planning Count of Accounts by Segment (Pie Chart) PURPOSE: To understand the distribution of your accounts across segments; CUSTOM FIELDS: Customer Info::Segment  https://jbcxm.na34.visual.force.com/apex/vault?id=c170t5rmv2scbj85fjhjazpam
Operationalize Customer Lifecycle Team Planning Sum of New Business ARR by Segment (Pie Chart) PURPOSE: To understand the distribution of recent New Business ARR across Segments: CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=hbb805lluwtf0j47q43r1750y
Operationalize Customer Lifecycle Team Planning Sum of New Business ARR by Industry (Pie Chart) PURPOSE: To understand the distribution of recent New Business ARR across Industries; CUSTOM FIELDS: None  https://jbcxm.na34.visual.force.com/apex/vault?id=fdo9m91ga1y6q7t9sbsc9au2h
Operationalize Customer Lifecycle Team Planning Sum of ARR & Count of Accounts by CSM (Line/Column) PURPOSE: To compare ARR:CSM & Accounts:CSM ratios on the same graph; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=e92gbzg5d9h59q6bv4mwb08mz
Operationalize Customer Lifecycle Team Planning Count of Accounts by CSM by Team PURPOSE: To understand the account load of each CSM Team, segmented by CSM ownership; CUSTOM FIELDS: CustomerInfo::CSM Team https://jbcxm.na7.visual.force.com/apex/vault?id=7aylpwfen20200x59b7hicr12
Operationalize Customer Lifecycle Team Planning Sum of Account ARR by CSM by Team PURPOSE: To understand the ARR load of each CSM Team, segmented by CSM ownership; CUSTOM FIELD: CustomerInfo::CSM Team  https://jbcxm.na7.visual.force.com/apex/vault?id=6n7vh24a51jdslql0dspcf8d1
Manage Customer Risk Customer Prioritization List of Open, Flagged Risk CTAs for Accounts >50K ARR PURPOSE: To compile a list of all existing flagged risks for accounts greater than 50k in ARR; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=bluh58dgg16gqncwu5rxktt8e
Manage Customer Risk Customer Prioritization Count of Flagged Risks by Reason across Last 6 Months PURPOSE: To compile all Flagged Risk CTAs from the past 6 months and segment by CTA Reason; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=cetfjdxc169ylgugui9qv6o5
Manage Customer Risk Customer Prioritization List of Open, Flagged Risk CTAs for Accounts >$100K ARR PURPOSE: To compile all Open, Flagged Risk CTAs for Accounts with greater than 100K in ARR; CUSTOM FIELDS: None  https://jbcxm.na7.visual.force.com/apex/vault?id=fww6h5z301kweg67z516t0nae
Manage Customer Risk Customer Prioritization List of Open, Flagged Risks for High Risk Accounts PURPOSE: To compile all Open, Flagged Risk for High Risk Accounts; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4tvausirur52b5lceexrv5vxp
Manage Customer Risk Customer Prioritization Overdue CTAs by CSMs (by CTA Status) PURPOSE: Shows the count of CTAs that have not been closed, ranked in descending order by CSM. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=gwkvwfjtgjab87yhh0ygn970k
Manage Customer Risk Customer Prioritization Overdue CTAs percentage by CSMs PURPOSE: Shows the count of open CTAs and what percentage are overdue. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ba817ndi3iefucwj8lte1ysvf
Manage Customer Risk Customer Prioritization Overdue CTAs by Reason (by CSM) PURPOSE: To determine top reasons for overdue CTAs, by CSM. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=1dszvc1dz1cmf2rr5n4h0j03m
Manage Customer Risk Customer Prioritization Open CTAs by Reason PURPOSE: To determine top reasons for CTAs created, by CSM. CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=glry29o4rrgf12pnon2bp9bh6
Manage Customer Risk Sentiment Risk List of NPS Passive Responders PURPOSE: View all NPS Passives from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=54dwasq5eq9c4x6jxor5qq1mt
Manage Customer Risk Sentiment Risk List of NPS Detractor Reponders PURPOSE: View all NPS Dectractors from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=diu8ruptsv2ivpsm3k09b14ft
Manage Customer Risk Sentiment Risk List of NPS Promoter Responders PURPOSE: View all NPS Promoters from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=aw2pfojerfxeh3ia29e4an3mf
Manage Customer Risk Sentiment Risk List of Open Sentiment Risk CTAs PURPOSE: To compile all open Sentiment Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=b3wtwlfbdqe0n20vkceoc4pli
Manage Customer Risk Sentiment Risk List of Open, Flagged Sentiment Risk CTAs PURPOSE: To compile all open, flagged Sentiment Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=alk8l3gumj39hfzq3uwn9fm33
Manage Customer Risk Sentiment Risk Count of NPS Responses by Response Type by CSM PURPOSE: To show total number of NPS Scores by Response Type over time (categorized by month); CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=ash4weydwf4dot8rzpy5idmez
Manage Customer Risk Sentiment Risk Percentage of NPS Responses by Response Type by CSM PURPOSE: To compile all NPS responses by CSM for a certain date range (via Response Date filter), segmented by NPS response; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=g464r3gmxenm9v8cjz4c9krr4
Manage Customer Risk Sentiment Risk Count of NPS Responses by Response Type by Week (Last 90 Days) PURPOSE: To understand the distribution of recent NPS responses by Response Type and Week; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=f4ej91kef8262fy1tmjbsulhu
Manage Customer Risk Sentiment Risk Count of NPS Responses by Response Type by Month (Past Year) PURPOSE: To show total number of NPS Scores by Response Type over time (categorized by month); CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=dk3jrdfkptwkun6cbyw889sqo
Manage Customer Risk Sentiment Risk Percentage of NPS Reponses by Response Type per Quarter PURPOSE: To view NPS Response Types by quarter as a percentage of all NPS responses in that time range https://jbcxm.na7.visual.force.com/apex/vault?id=e6gw6447jf0ksfzalyc7t2zrh
Manage Customer Risk Sentiment Risk Count of NPS Responses by Response Type by Team PURPOSE: To compile all NPS responses by Team for a certain date range, segmented by Response Type; CUSTOM FIELDS: Customer Info::CSM Team  https://jbcxm.na7.visual.force.com/apex/vault?id=el9j64wvzd0awpxt1wkc7d7dz
Manage Customer Risk Sentiment Risk Percentage of NPS Responses by Response Type by Team PURPOSE: To view NPS Response Types per Team as a percentage of all Team NPS responses for a certaintime range; CUSTOM FIELD: Customer Info::CSM Team https://jbcxm.na7.visual.force.com/apex/vault?id=fj6nub7fz473y3i2qfotm1l2y
Manage Customer Risk Company Risk List of Open Company Risk CTAs PURPOSE: To compile all open Company Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4615izxizxe92slg305j3s11n
Manage Customer Risk Company Risk List of Open, Flagged Company Risk CTAs PURPOSE: To compile all open, flagged Company Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=fz6a927gvlm4jlws1xubtu314
Manage Customer Risk Product Risk List of Open Product Risk CTAs PURPOSE: To compile all open Product Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=7yuvb3qb6c7rd8x6dl4xbz8dt
Manage Customer Risk Product Risk List of Open, Flagged Product Risk CTAs PURPOSE: To compile all open, flagged Product Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=5ri8lajl1oheegaiup8bt1ap9
Manage Customer Risk Bugs Risk List of Open Bug Risks CTAs PURPOSE: To compile all open Bugs Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=aw6nxo3avajxmxp8dsu6h5fc
Manage Customer Risk Bugs Risk List of Open, Flagged Bugs Risk CTAs PURPOSE: To compile all open, flagged Bugs Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=55h19d31f0vy3cc87dtowcvo9
Manage Customer Risk Support Risk List of Open Support Risk CTAs PURPOSE: To compile all Open Support Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=f425a9j7mt230surio9cn7s75
Manage Customer Risk Support Risk List of Open, Flagged Support Risk CTAs PURPOSE: To compile all Open, Flagged Support Risk CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=6ty8ll3zqddevwsyo5renjs1o
Manage Customer Risk Support Risk Count of Cases Opened by Week (Last 90 days) PURPOSE: To understand Case open rate over the past 3 months; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=2b3opwtob9uyidh5a36ma6b0c
Manage Customer Risk Support Risk Open Cases by Priority (Pie Chart) PURPOSE: To understand the distribution of Open Cases by Case Priority; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=qy05om0cj5vvavxhi3ltkr6g
Manage Customer Risk Support Risk Open Cases by Type (Pie Chart) PURPOSE: To understand the distribution of Open Cases by Case Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ouim550otxnscir6herg0f84
Manage Customer Risk Support Risk Cases Opened (all-time) by Segment (Pie Chart) PURPOSE: To understand the distribution of all Cases ever opened by Segment; CUSTOM FIELDS: Customer Info::Segment  https://jbcxm.na34.visual.force.com/apex/vault?id=a1dntjuw326xa6ezkvut51fs5
Manage Customer Risk Support Risk Cases Closed (Last 180 Days) by Type (Pie Chart) PURPOSE: To understand the distribution of Closed Cases by Case Type in the past 180 days; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=2ujp7517hqhqno98mumnmpg18
Demonstrate Value Management Visibility Count of Active Accounts by CSM PURPOSE: To understand how many accounts each CSM manages; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=cqznwkjh49jizixiikw1khxiw
Demonstrate Value Management Visibility Count of NPS Responses by Response Type by CSM PURPOSE: To compile all NPS responses by CSM for a certain date range (via Response Date filter), segmented by NPS response; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=gv1ph8urw1evqqpdyaf65bxh
Demonstrate Value Management Visibility Percentage of NPS Responses by Response Type by CSM PURPOSE: To view NPS Response Types per CSM as a percentage of all his/her NPS responses for a certain time range (via Response Date filter) https://jbcxm.na34.visual.force.com/apex/vault?id=1reqtltc55b7nn71c4i3tbttg
Demonstrate Value Management Visibility Percentage of NPS Responses by Response Type by Segment PURPOSE: To view NPS Response Types per Segment as a percentage of NPS responses for a certain time range (via Response Date filter) https://jbcxm.na34.visual.force.com/apex/vault?id=qxvp2g1kvmnfia3tn2xokr5d
Demonstrate Value Management Visibility Count of NPS Responses by Response Type by Month (Past Year) PURPOSE: To show total number of NPS Scores by Response Type over time (categorized by month); CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=1d9idc9lfqq7m6cjz1xtyhipy
Demonstrate Value Management Visibility Sum of Upsell & Renewal ARR by Booking Type by CSM PURPOSE: To view all Upsell & Renewal ARR for a certain time period by CSM, segmented by Booking Type; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=3ts5akieu9mylg336n6ddzx65
Demonstrate Value Management Visibility List of Upcoming Renewals (next 60 days) PURPOSE: To compile a list of your 60-day Renewal Pipeline; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=3ua7rh543i5cu4t7b5bjrzlwe
Demonstrate Value Management Visibility List of Open Upsell Opportunities PURPOSE: To compile a list of all open Upsell Opportunities; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=3e3vziy25a1y4u29au4vkin9a
Demonstrate Value Management Visibility Sum of Upsell Pipeline ARR by Account by CSM PURPOSE: To view all Upsell Pipeline ARR by CSM, categorized by Account; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=5eq1d587rm9w8slog4lth2ded
Demonstrate Value Management Visibility Flagged Risk CTAs by Month Opened & CTA Reason (Current Quarter) PURPOSE: To understand how many Flagged Risk CTAs have been opened by month in each Risk category; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=b689hhnc06gxzzfthhhh91d7h
Demonstrate Value Management Visibility Count of Open CTAs by CTA Type PURPOSE: To understand the scope (via type) of your currently open CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=bi84onbpqgrwzuarh09160ket
Demonstrate Value Management Visibility Count of Open CTAs by CTA Type by Assignee PURPOSE: To understand the scope of each CSM's workload via Open CTAs segmented by CTA Type; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=65em36ea2wm1jr4utdw0qw8ai
Demonstrate Value Success Planning Sum of Completed Success Plan Objectives by Assignee PURPOSE: To view the total number of completed Success Plan objectives by Objective Assignee; CUSTOM FIELDS: None  https://jbcxm.na7.visual.force.com/apex/vault?id=1btlz4uvhnyqir0bwb2rln5kf
Demonstrate Value Success Planning Count of New Success Plan Objectives by Assignee PURPOSE: To view all Success Plan Objectives opened in the past 30 days by Objective Assignee; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=6me5ekl7sodj7jhj6l28vgk37
Demonstrate Value Success Planning Count of Overdue Success Plan Objectives by Assignee PURPOSE: To compile all Overdue Success Plan Objectives by the Objective Assignee; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=67zrm5kgnc0mdvsq3h8q4mxch
Demonstrate Value Success Planning Count of Completed Success Plan Objectives by Week Closed by Assignee PURPOSE: To view all completed Success Plan objectives over time, segmented by Assignee; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=wvonjmvy8o6l28b2hduhqpdl
Demonstrate Value Financial Reporting Sum of ARR by Renewal Date PURPOSE: To understand ARR summed by which quarter it will be up for renewal; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=6nnvx5xnil9byyenm3az89745
Demonstrate Value Financial Reporting Sum of ARR by Segment (Pie Chart) PURPOSE: To understand how overall customer ARR is spread amongst your different segments; CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=ckmdx6qv5vlpbamol0upl5954
Demonstrate Value Financial Reporting Sum of ARR by OCD month by Stage PURPOSE: To understand the progression of the ARR of your customers (grouped by OCD month) and further spliced by current stage CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=all6fl919ihyl9g48kdm5ta6p
Demonstrate Value Financial Reporting Sum of ARR by Industry (Pie Chart) PURPOSE: To understand Customer ARR spliced across Industry; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ek66gi49otoab1z11thkzxjsq
Demonstrate Value Financial Reporting Sum of Current Quarter Upsell & Renewal ARR by Opportunity Type PURPOSE: To report on your current quarter's closed Upsell/Renewal ARR by Type; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=5ecry6urrrrx6opqko2btf942
Demonstrate Value Financial Reporting Sum of Closed Upsell ARR by CSM by Team (Last Quarter) PURPOSE: To understand the distribution of recent Upsell ARR by Owner & Team; CUSTOM FIELDS: Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=hcfo3mwcibvvvvf3igooo5cb
Demonstrate Value Financial Reporting Sum of ARR Snapshot by Segment over Time PURPOSE: To view the sum of customer ARR by Segment over time; CUSTOM FIELDS: Usage Data::ARR Snapshot  https://jbcxm.na34.visual.force.com/apex/vault?id=cllh8447uycdp5nxevd1ofswm
Demonstrate Value Financial Reporting Sum of ARR Snapshot by Team over Time PURPOSE: To view the sum of customer ARR by CSM Team over time; CUSTOM FIELDS: Usage Data::ARR Snapshot, Customer Info::CSM Team  https://jbcxm.na34.visual.force.com/apex/vault?id=7o2lm0qf9iier09rh3svou6ao
Demonstrate Value Financial Reporting Percentage of ARR Snapshot by Segment over Time PURPOSE: To view the percentage of customer ARR by Segment over time; CUSTOM FIELDS: Usage Data::ARRSnapshot, Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=g8ptumxg1qaxpkb4o7ou8oyic
Demonstrate Value Financial Reporting Percentage of ARR Snapshot by Team over Time PURPOSE: To view the percentage of customer ARR by CSM Team over time; CUSTOM FIELDS: Usage Data::ARR Snapshot, Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=476pkilavfkavfjtnxp9kkd0
Demonstrate Value Financial Reporting Upsell Opportunity ARR by Account & Segment (Packed Bubble) PURPOSE: To understand the distribution of ARR and Segment for recent Upsells, using the Opportunity object; CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=g83m8sdxdilu49gsbieelpxc4
Demonstrate Value Financial Reporting Upsell Transactions ARR Delta by Account & Segment (Packed Bubble) PURPOSE: To understand the distribution of ARR and Segment for recent Upsells, using LRM; CUSTOM FIELDS: None, but need LRM access https://jbcxm.na34.visual.force.com/apex/vault?id=14d7ye4aans3i6zijtp7xdedh
Demonstrate Value Financial Forecasting Sum of ARR & Count of Accounts by Renewal Date Quarter (Line/Column) PURPOSE: To understand the distribution of your Account & ARR Renewal timeline on the same graph; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=5j910chmmvl3vtkrrgkh4zzig
Demonstrate Value Financial Forecasting Sum of ARR & Count of Accounts by Renewal Month (Line/Column) PURPOSE: To show total upcoming renewable ARR and number of Accounts by Expected Renewal Month; CUSTOM FIELD: None https://jbcxm.na34.visual.force.com/apex/vault?id=cxwnjc54c7dk4zwjq193vyfa8
Demonstrate Value Financial Forecasting Sum of Potential Upsell ARR by Account by CSM PURPOSE: To understand the distribution of potential upcoming Upsell ARR by Account & Owner; CUSTOM FIELDS: Opportunity::Estimated ARR https://jbcxm.na34.visual.force.com/apex/vault?id=ghf08do6uj0v28rzloxb2cho3
Demonstrate Value Financial Forecasting Sum of Upcoming Renewable ARR by Account PURPOSE: To forecast your current quarter's renewable ARR by Account; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=6nins57u7zq8ech1tsn4glnhv
Demonstrate Value Financial Forecasting Sum of Upcoming Upsell ARR by Account PURPOSE: To forecast your current quarter's potential Upsell ARR; by Account; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=1urptm0gh5sss3pj2q406ewey
Drive Expansion & Advocacy Finding Customer Advocates List of NPS Promoter Responders PURPOSE: View all NPS Promoters from the Previous and Current Year. Specify date range using the 'Response Date' filter; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=eplwkk3324zttop5lytb9mt5y
Drive Expansion & Advocacy Finding Customer Advocates List of Advocacy Milestones PURPOSE: To compile all Advocacy milestones across your customer base; CUSTOM FIELDS: None, but do need Advocacy/Reference milestones https://jbcxm.na7.visual.force.com/apex/vault?id=gw4y99g7zkgivy4sjtg4ory11
Drive Expansion & Advocacy Finding Customer Advocates Count of Advocacy Milestones by CSM (Last 90 Days) PURPOSE: To view all recently created Advocacy Milestones by CSM; CUSTOM FIELDS: None, but do need Reference/Advocacy milestones https://jbcxm.na7.visual.force.com/apex/vault?id=deheqap6qyfkjr2d86u4x48yr
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: List of Customer Requests PURPOSE: To show reference requests a customer has made; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=4ee3x33saoqad3gri3tp50ble
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: List of Fulfilled References PURPOSE: To show references a customer has fulfilled; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=fdal29odaka0wb56tlm3xsdgc
Drive Expansion & Advocacy Finding Customer Advocates Advocacy Success: List of General Advocacy Activities PURPOSE: To show a customer's stand-alone Advocacy events; See 'Advocacy Success: RO Innovation and Influitive Integration' on Gainsight Go for set up https://jbcxm.na34.visual.force.com/apex/vault?id=tkx4mq7gksgoft8s6g7gv2a2
Enable Cross-functional Visibility Health Scoring Count of Accounts by Health Score Type by Team PURPOSE: To understand health across CSM Teams by viewing all Accounts by Team, segmented by Health Score Type; CUSTOM FIELDS: Customer Info::CSM Team https://jbcxm.na7.visual.force.com/apex/vault?id=4i2v5586n69p1ovh2z3qcd7kl
Enable Cross-functional Visibility Health Scoring Count of Accounts by Health Score Type by Industry PURPOSE: To understand health across industries by viewing all Accounts by Industry, segmented by Health Score Type; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=c4xrvb8et3fqvjmgd7wqswtsp
Enable Cross-functional Visibility Health Scoring Percentage of Accounts by Health Score Type by Stage PURPOSE: To understand health across stages by viewing percentage of Accounts in each Health Score Type by Stage; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=a7c3z8ijp28zqujgf4xa0isk
Enable Cross-functional Visibility Health Scoring Percentage of Accounts by Health Score Type by CSM PURPOSE: To view Health Scores per CSM as a percentage of all accounts; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=3l0q0bae0e18pii4tf0l9xem3
Enable Cross-functional Visibility Health Scoring Count of Accounts by Health Score Type by CSM PURPOSE: To understand health scores across each CSM's account load; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=glpxhtojlnowbh6ws9suf2dvr
Enable Cross-functional Visibility Internal Business Reviews Count of Accounts by Stage by CSM PURPOSE: To understand how many accounts each CSM manages, segmented by Account Stage; CUSTOM FIEDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=1xf9czib44wfvys3vmi6mg4jc
Enable Cross-functional Visibility Internal Business Reviews Sum of Active ARR by Stage by CSM PURPOSE: To understand how much ARR each CSM manages, segmented by Account Stage; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=agc0l7vdir4nt36o14u7vichw
Enable Cross-functional Visibility Internal Business Reviews Count of NPS Responses by Response Type by CSM PURPOSE: To compile all NPS responses by CSM for a certain date range (via Response Date filter), segmented by NPS response; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=ehc0dmyp7ziov65fnihflq102
Enable Cross-functional Visibility Internal Business Reviews Percentage of NPS Responses by Response Type by CSM PURPOSE: To view NPS Response Types per CSM as a percentage of all his/her NPS responses for a certain time range (via Response Date filter) https://jbcxm.na7.visual.force.com/apex/vault?id=1reqtltc55b7nn71c4i3tbttg
Enable Cross-functional Visibility Internal Business Reviews Count of Open CTAs by Assignee PURPOSE: To understand each CSM's current workload by CTA count; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=ei64bezcldrxucmkahtaavqth
Enable Cross-functional Visibility Internal Business Reviews Count of Closed CTAs by Assignee (Last 7 Days) PURPOSE: To understand CSM workload by recently closed CTAs; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=badzov7ufqpeu52l3gvg16l56
Enable Cross-functional Visibility Internal Business Reviews Count of Opened CTAs by Assignee (Last 7 Days) PURPOSE: To understand CSM workload by opened/created CTAs in the past 7 days; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=frzzawjopxkyyqxm09gciemmp
Enable Cross-functional Visibility Internal Business Reviews Count of Overdue CTAs by Assignee PURPOSE: To compile all overdue CTAs by CTA Assignee; CUSTOM FIELD: None https://jbcxm.na34.visual.force.com/apex/vault?id=akk0c83jusg4ivb897o3jalxx
Enable Cross-functional Visibility Internal Business Reviews Count of Overdue CTAs by Assignee & Status PURPOSE: To understand the status and owner of all overdue CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=g6wp03tjbqxer8x3k916rcc4z
Enable Cross-functional Visibility Internal Business Reviews Count of Open CTAs by Assignee & Status PURPOSE: To understand ownership and status of all currently open CTAs; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ghc0iyxom4lilc0zqilqrvvqg
Enable Cross-functional Visibility Internal Business Reviews Count of Closed CTAs by Month Closed & Assignee PURPOSE: To provide insight into CSM workload via CTAs closed on a monthly basis: CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=d6z8loh5m18tyshjg7o7c76ad
Enable Cross-functional Visibility Internal Business Reviews Percentage of Accounts by Health Score Type by CSM PURPOSE: To view Health Scores per CSM as a percentage of all accounts; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4qq114mpkuzwpe3d13vla1tiv
Enable Cross-functional Visibility Internal Business Reviews Count of Accounts by Health Score Type by CSM PURPOSE: To understand health scores across each CSM's account load; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=4cxrdgdql6m7n20k4e3o50q7t
Enable Cross-functional Visibility Internal Business Reviews Sum of Upcoming Renewal ARR by CSM (next 90 days) PURPOSE: To understand each CSM's Renewal pipeline; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=2z6fm4uhd7kyw1o6v61678ybu
Enable Cross-functional Visibility Internal Business Reviews Sum of Upcoming Renewal ARR by Health Score Type by CSM (next 90 days) PURPOSE: To understand each CSM's Renewal pipeline, segmented by Health Score Type; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=e9t7p46ard0k27eek2hy7swdl
Enable Cross-functional Visibility Internal Business Reviews Sum of Open Upsell ARR by Account by CSM PURPOSE: To understand each CSM's Upsell Pipeline, segmented by Account; CUSTOM FIELDS: None https://jbcxm.na7.visual.force.com/apex/vault?id=fcrhduowb547tqjw0jbogccbq
Executive Dashboard n/a Count of Accounts by Account Stage PURPOSE: To understand how many active accounts currently exist in each of your account stages; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=aqgmixz62dxl05rijom6hke89
Executive Dashboard n/a Count of Accounts by CSM by Team PURPOSE: To understand the account load of each CSM Team, segmented by CSM ownership; CUSTOM FIELDS: CustomerInfo::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=vkzfwv5bpwun52afboi5j1mk
Executive Dashboard n/a Count of Active Accounts by CSM PURPOSE: To understand how many accounts each CSM manages; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=d6ml5zf7cn9re4k3pzc4u3ms5
Executive Dashboard n/a Percentage of NPS Reponses by Response Type by Team PURPOSE: To view NPS Response Types per Team as a percentage of all Team NPS responses for a certaintime range; CUSTOM FIELD: Customer Info::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=4yim1vl7ie7efqtbupvru9veo
Executive Dashboard n/a Percentage of NPS Reponses by Response Type by CSM PURPOSE: To view NPS Response Types per CSM as a percentage of all his/her NPS responses for a certain time range (via Response Date filter) https://jbcxm.na34.visual.force.com/apex/vault?id=1fb708z1wv5rtem0siwwc14ai
Executive Dashboard n/a New Business ROI -- CSM Involved in the Sales Cycle PURPOSE: To understand how much ARR currently exists in each of your account stages; CUSTOM FIELDS:None https://jbcxm.na34.visual.force.com/apex/vault?id=dawvwsg5wnh6en2u2zk7u9bnc
Executive Dashboard n/a New Business ROI -- Customer Reference Occurred PURPOSE: To understand how much ARR currently exists in each of your account stages; CUSTOM FIELDS:None https://jbcxm.na34.visual.force.com/apex/vault?id=74iwom5ij3n6r4p41ktvxltnw
Executive Dashboard n/a New Business ROI -- Customer Referral Lead Source PURPOSE: To understand Customer ARR spliced across Industry; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ezs72xsoc68lu1htss5eoxhdi
Executive Dashboard n/a New Business ROI -- CSM Involved in the Sales Cycle PURPOSE: To understand the progression of the ARR of your customers (grouped by OCD month) and further spliced by current stage CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=b8z6o2ghux3cfgjelmfv6r6j6
Executive Dashboard n/a New Business ROI -- Customer Reference Occurred PURPOSE: To understand ARR summed by which quarter it will be up for renewal; CUSTOM FIELDS: None https://jbcxm.na34.visual.force.com/apex/vault?id=ny3q7m7c0hu7fm5kr8wd8zzu
Executive Dashboard n/a New Business ROI -- Customer Referral Lead Source PURPOSE: To understand how overall customer ARR is spread amongst your different segments; CUSTOM FIELDS: Customer Info::Segment https://jbcxm.na34.visual.force.com/apex/vault?id=bgho1xugeokrxa9j7jzdfbtyi
Executive Dashboard n/a New Business ROI -- Repeat Buyers PURPOSE: To understand the ARR load of each CSM Team, segmented by CSM ownership; CUSTOM FIELD: CustomerInfo::CSM Team https://jbcxm.na34.visual.force.com/apex/vault?id=7ewdbh5dyg183p2wuu65elyt5
ROI of Customer Success n/a New Business ROI -- CSM Involved in the Sales Cycle PURPOSE: To track how much New Business ARR closed with CSM involvement in the sales cycle; CUSTOM FIELDS:Opportunity:CSM Involved in Sale? (User Lookup) https://jbcxm.na34.visual.force.com/apex/vault?id=d524a9a0fe49sclcrbyil48k3
ROI of Customer Success n/a New Business ROI -- Customer Reference Occurred PURPOSE: To track how much New Business ARR closed after a customer reference; CUSTOM FIELDS: Opportunity: Reference - Which Account (Account Lookup) https://jbcxm.na34.visual.force.com/apex/vault?id=5qpnkwokuy5rvxtshfviduwkt
ROI of Customer Success n/a New Business ROI -- Customer Referral Lead Source PURPOSE: To track how much New Business ARR closed from Customer Referral Leads; CUSTOM FIELDS: Add 'Customer Referral' option to 'Lead Source' field https://jbcxm.na34.visual.force.com/apex/vault?id=6c54wxl3kdvepy2yiyf7bmgfh
ROI of Customer Success n/a New Business ROI -- Repeat Buyers PURPOSE: To track how much New Business ARR closed with a Sponsor who had previously bought Gainsight; CUSTOM FIELDS: Account::Repeat Buyer? https://jbcxm.na34.visual.force.com/apex/vault?id=go1bg1v9v4wemw6kncrkry82y
ROI of Customer Success n/a New Business ROI -- CS Qualified Advocacy Events PURPOSE: To track how many Advocacy events occurred from customers qualified by Customer Success; CUSTOM FIELDS: None, but need 'Advocacy' miestone https://jbcxm.na34.visual.force.com/apex/vault?id=66hhmg6831iennajnxcjojefp
ROI of Customer Success n/a New Business ROI -- Premier CSM ARR & Advisory Services PURPOSE: To track New Business that is from CSM-specific offerings; CUSTOM FIELDS: Opportunity::Advisory Services, Opportunity::Premier CSM ARR https://jbcxm.na34.visual.force.com/apex/vault?id=b8t89ov5dt0yhv5rrj7docqvx
ROI of Customer Success n/a Upsell ROI -- CS-Attributed Upsells PURPOSE: To track how much Upsell ARR closed where the Customer Success was the Lead Source; CUSTOM FIELDS: Opportunity::Upsell Lead Source https://jbcxm.na34.visual.force.com/apex/vault?id=avnjunt223s8ufkg5edk81jgz
ROI of Customer Success n/a Upsell ROI -- ARR from Last Quarter's Health 'Wins' PURPOSE: To track Upsell ARR from a Health win; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=hhom4dvn26gfydbeh3r5vsp6
ROI of Customer Success n/a Upsell ROI -- Converted POC ARR PURPOSE: To track how much ARR (by Account) has been converted from POC to 'full' customer; CUSTOM FIELDS: Usage Data::Stage Snapshot & Snapshot Rule https://jbcxm.na34.visual.force.com/apex/vault?id=arpsogsmmfs8mtbwlw74x1730
ROI of Customer Success n/a Renewal ROI - ARR from Last Quarter's Health 'Saves' PURPOSE: Track Renewal ARR from a Health save; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=444t608jo2yqccuaxqfbcroaw
ROI of Customer Success n/a Renewal ROI - ARR from Last Quarter's Health 'Wins' PURPOSE: To track Renewal ARR from a Health win; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=6dk29v3xme263ur6xisxl8nm9
ROI of Customer Success n/a Renewal ROI -- Saved Opt Out ARR PURPOSE: To track how much Renewal ARR has been retained from customers with Opt Outs; CUSTOM FIELDS: Customer Info::Opt Out Date https://jbcxm.na34.visual.force.com/apex/vault?id=cz9k2kcnfvpwze0gwuktg2zhf
ROI of Customer Success n/a Upsell ROI -- ARR from Last Quarter's Health 'Wins' (Opportunity) PURPOSE: To track Upsell ARR from a Health win; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=5w8mhm3y8cjy8pg0tzb9tff9z
ROI of Customer Success n/a Renewal ROI - ARR from Last Quarter's Health 'Saves' (Opportunity) PURPOSE: Track Renewal ARR from a Health save; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=ec6nsqtf42guiqfkfyp0v4o7x
ROI of Customer Success n/a Renewal ROI - ARR from Last Quarter's Health 'Wins' (Opportunity) PURPOSE: To track Renewal ARR from a Health win; CUSTOM FIELDS: CustomerInfo:Health (Start of Last Quarter), CustomerInfo:Health (End of Last Quarter) https://jbcxm.na34.visual.force.com/apex/vault?id=h2y3kde0cpagezmuyaxf3ni9t
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