Success Plans is your workspace view of every account’s plan, under Customer Success in the left nav. A plan pairs a goal with the outcomes and milestones that get you there, so you and your customer are working toward the same thing.
See where plans stand
The list ranks accounts by the ARR at stake, so the plans that matter most sit up top. Filter by status (Active, At risk, Achieved, Archived) or search by plan or account name.
To adjust a plan without leaving the list, open its menu: Edit name, or Edit details to set a priority and target date. Archive puts a plan aside when it’s done.
Create a plan
Plans live on the account, so you create one from a company’s Plan tab. Open a company, go to Plan, and pick a template to start from. To roll plans out across a set of accounts at once, use Bulk apply template at the top of the Success Plans list.
Run a QBR
From a plan you can open a QBR, a shareable business-review page that brings the account’s story together. GainTrace drafts the write-up for you as a starting point, and you can share the finished page with your customer through a link.
Good to know
- A brand-new plan shows no progress until the overnight sync fills in current values from your live data, so give it a day to catch up.
- The QBR write-up is AI-drafted. Read it through and adjust it before you share it.
Last modified on July 6, 2026
MCP