Success Plan widget query pulls in prospects associated with TAMs
Requirements | Request
I have a case where I see more entries in the Success Plan widget than I see in my portfolio. I believe this is a result of how the opportunities/subscriptions are managed in SFDC. The extra entry I have in my success plan widget is an account that is listed as a prospect. I've added myself as a TAM to that record in SFDC as they are not a prospect but rather a business unit that has their own instance of GitLab. Their subscription is tracked at the parent account.
I'm leaving out screenshots as it would expose customer names. Just open my portfolio view in GainSight and you'll see 22 accounts listed - and 23 entries for success plans. The links above will take you to the accounts that are causing the differential.
I would suggest that the logic for pulling in accounts into the success plan widget be similar to the logic that pulls in the accounts to the accounts view widget. The success plan widget should NOT pull in accounts that are listed as prospects. (And yes - there should be some SFDC account cleanup done to properly reflect the different "accounts" that are active in an account hierarchy.)
In my case - the extra account SHOULD have a success plan defined - but I would suspect others will have extra entries that should not be in the list.