GainSight: Export ROI Success Plan
Requirements | Request
To share a ROI Success Plan, click the link icon next to the success plan due date and status, search for the users you want to share it with, then click "Preview and Send" and send the email. Alternatively, you can export the success plan by clicking "Export" at the top right.
But, it only allows the export of the EBR deck.
This export of Success Plan (to powerpoint slides / pdf) would us to share the ROI Success Plan with customer easily to facilitate on-going discussion and cooperation given our customer would have a gainsight license.