360 Company & Relationships

Share your questions and best practices on everything related to the C360, R360, Scorecards, Relationships, and Account Hierachy for Gainsight CS here.

  • 453 Posts
  • 1,426 Replies

453 Posts

jordan_cook
Veteran Rookie
jordan_cookVeteran Rookie
asked in 360 Company & Relationships

Is there a new limit on the number off R360 layouts that an admin is able to create?

According to the documentation, Gainsight allows up to a maximum of 50 R360 layouts to be created. Now, with the new release, I’m attempting to migrate my layouts, and create a new test layout. Eleven layouts were migrated, and two new layouts were created as “Gainsight Recommended Layouts”. When I go now to create a new layout, I’m greeted with an error that I have already exceeded the maximum allowed number of layouts, and I’m not able to create a new one.Did the limit of 50 change with the new release?

3
Dheepak G
Gainsight Employee: Rookie
10 months ago
minh_phan
Gainsight Employee: Veteran Rookie
minh_phanGainsight Employee: Veteran Rookie
posted in 360 Company & Relationships

What tools/methods are you using to populate Company ARR?

I would love your thoughts!

1
sai_ram
Grand Slammer
3 years ago
joo_boesso
joo_boessoRegistered User
asked in 360 Company & Relationships

Same color graph

Tried to use the analytics feature on customer a couple of time but had this graph with the same color for two different groups. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20150901-6718-148mcmr-ScreenClip_inline.png[/img]

3
sidhu
7 years ago
M
Champion
MelissaCChampion
asked in 360 Company & Relationships

New C360 - Customer Journey

Could I get some more info on the Customer Journey on the new C360 page?  We are really excited about utilizing the new layout, but I just wanted some more details on the Customer Journey and how that works.Thanks!

2
Mdsingh
Gainsight Employee: Shoshin
1 month ago
kiersti_felska
kiersti_felskaRegistered User
asked in 360 Company & Relationships

success snapshot in word format

I need to have an extensive 360 view of a customer and am finding limitations with the current 360 export.  Is there any way to get the Success Snapshot to be compiled in Word and also pull data from any fields within SFDC?  

5
einat_pick
6 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in 360 Company & Relationships

Unable to assign owner to Success Plan

When I try to assign an owner to a Success Plan objective, I hover over the Owner field and it has a red "No" symbol. I thought perhaps it was because there was no CSM assigned to the account so I assigned myself in that role - still cannot assign. I also cannot Save the objective without being able to assign an owner so kinda dead in the water on proceeding with our implementation of Success Plans. Currently waiting on an update from support, but wondering if anyone else has [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160211-113593-15pbknx-img_inline.png[/img]had this problem?

4
nitisha_rathi
Veteran Rookie
7 years ago
ky_powell
ky_powellRegistered User
asked in 360 Company & Relationships

Scorecard comments for NA scores

Is there a way to update scorecard comments for scores that are NA? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190122at12-12-15PM-7fefc065-7cc8-4539-a705-279d8d10c544-1243382468.png[/img]

4
aditya_marla
Shoshin
4 years ago
K
kristenlRegistered User
asked in 360 Company & Relationships

Capability to scroll through sections of Customer 360 on a Customers list

Hi, This may sound a bit old-school but I often find myself needing to look up a common piece of information that’s not on the Customer List view.  So, I wish there were a way, like on some CRM’s and databases I’ve used in the past, that you could go to a specific module on the 360, say the Health Score for example, and click an arrow forward and scroll through my customers’ to view all their Health Scores. Or active features, Contacts, etc. Any advice appreciated.

3
sai_ram
Grand Slammer
3 years ago
ben
Shoshin
benShoshin
asked in 360 Company & Relationships

How do you apply a scorecard to a single account?

We are attempting to update our health scoring system to the DEAR model from Gainsight Elements. I have it all made up, but I’d prefer to test it on a handful of accounts before applying it to the other 15,000. I am trying to use the “Applies To” section of the scorecard settings, but it cannot seem to override the default one. Maybe it’s me, or is here something I’m missing? Has anyone done this sort of transition with 2.0?

4
kate_green
Team Captain
5 years ago
N
nate_newbykew
asked in 360 Company & Relationships

Related List MDA Data Sources on Share 360

I'm not clear on which MDA Data sources are allowed to appear under the Related Lists option for the Share 360 Layouts. I see some, including one that's Custom, not Standard, but most of the MDAs do not appear. We structure most of our reporting off these Custom MDAs so having this clarified would help us share our data. Could someone provide some insight into how these sources populate here? Thanks!

3
abhishek_sivaraman
Veteran Rookie
5 years ago
diana
dianaRegistered User
asked in 360 Company & Relationships

Health Score option of zero / 0

We want to be able to allow for a health score option of zero. We are leveraging the labeling functionality for 1-10 but there wasn't an option to select 0 as a possible label. Currently in the relationship scorecards, we only have an option of 1 - 100. Did I overlook how to implement this feature or is this on the roadmap already?

3
diana
7 years ago
roja_kode
Shoshin
roja_kodeShoshin
asked in 360 Company & Relationships

Decimal Values in CS360 Summary Section Widgets

We are trying to have a number field with decimals as widget in summary section of CS360. When we have as Widget, it is just showing number without decimal part. Can't we have decimals in summary widgets? If so, are there any plans to have this ability in near future?

5
lila_meyer
Gainsight Employee: Grand Slammer
5 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in 360 Company & Relationships

Relationships: Linked Object section shows up at top of R360 after adding LO to bottom of 360 view

When I drag a new Linked Object section on the 360 View under Relationship Config and then go pull up/reload an R360 with that Relationship Type, the section shows up beneath the Summary section. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170313-121622-1ehfqrc-RelationshipConfig_inline.png[/img] [img]https://d2r1vs3d9006ap.cloudfront.net/s3_images/1565731/RackMultipart20170313-29363-1fn6iqq-R360_inline.png?1489411940[/img] I have to go move the Linked Object to another section of the 360 View under Relationship Configuration, reload R360, then drag it back to the bottom of 360 View before it will display on R360 at the bottom of the page.

1
azhar_uddin
Shoshin
6 years ago
kristin_f3c469
kristin_f3c469Registered User
asked in 360 Company & Relationships

Open Gainsight from Opportunity

We'd like to have a quick way to open the Gainsight C360 from an Opportunity. Is it possible to build a button or link that would do this? Or is the only option to add the Gainsight widget to the Opportunity page layout?

1
manu_mittal
Gainsight Employee: ACE
6 years ago
GameChangerAdmin
Gainsight Employee: Shoshin
GameChangerAdminGainsight Employee: Shoshin
published in 360 Company & Relationships

Shared 360: Revoking Access to Links

If a Shared 360 link is sent and a sponsor leaves, can we update the link so the old sponsor no longer has access?You can revoke access to the link through the access tracking page in Administration. Start by Navigating to Administration > Sharing > 360 Layouts. On the 360 Layouts page, click Manage Layouts. Hover over the number of Active Users for the Customer(s) you wish to revoke access or delete and the Revoke Access option will display. You can either click the Revoke Access option to remove access for all users for that customer OR you can click on the number of Active Users to individually revoke access. For more information on Share 360 and Revoking Access, see this article.[Note: this info is based on an internal how-to conversation which we thought might benefit others in the Community!]

580
GameChangerAdmin
Gainsight Employee: Shoshin
4 years ago
tyler_leeds
tyler_leedsRegistered User
asked in 360 Company & Relationships

When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from a custom object?

When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from other objects like a custom object?

3
amy_956107
7 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
asked in 360 Company & Relationships

Success Snapshots export menu on C360 cuts off

Currently, the Export dropdown menu at the top of the C360 does not show all of the available Success Snapshots for export. To get around this, I clicked 'done' on the SS that I wanted to be able to export (in Admin > Success Snapshots), and then it moved to the top of the export list on the C360. 

3
sai_ram
Grand Slammer
8 years ago
heather_hansen
Grand Slammer
heather_hansenGrand Slammer
asked in 360 Company & Relationships

GS Widget in SF1 app?

Does anyone know if the GS widget is viewable in the SF1 app?

3
elaine_cleary
Shoshin
7 years ago
lara_johnson
Shoshin
lara_johnsonShoshin
asked in 360 Company & Relationships

Success Plan Export

We would like to include the success plan task description in our export to PowerPoint. Does anyone know if this is possible?

3
lila_meyer
Gainsight Employee: Grand Slammer
4 years ago
kiersti_felska
kiersti_felskaRegistered User
asked in 360 Company & Relationships

C360 Account Fields

I know i can pull this into the attributes but it does not allow you to edit and it also does not allow modification to the layout of the section.  So I am looking for a way to pull some text based account level fields into the 360 view that will allow the CSM to see what is housed in the field but also edit if required. Any ideas on how to make this possible?

2
sidhu
8 years ago
tracy_streetman
Champion
tracy_streetmanChampion
asked in 360 Company & Relationships

Set overall score based on one scorecard measure

Is there a way to set the overall health score based on only 1 component.  We have a subjective measure called "State of Customer Relationship".  We have the case where if a CSM sets that measure to RED the overall health could automatically be set to RED as well - this would allow us to bring to attention and flag certain accounts adhoc.  We'd like to be able to do this without  having to increase the weighting %.

1
lane_h
Gainsight Employee: Golden Ruler
7 years ago
ankur_bhat
ankur_bhatRegistered User
asked in 360 Company & Relationships

Irrelevant information shown in C360 for NPS Surveys

For the accounts to which no NPS Survey is sent, the surveys (which are sent for other accounts) are still shown in the C360 section for that account. This information seems to be irrelevant for that Account. 

4
azhar_uddin
Shoshin
5 years ago
scotty
scottyRegistered User
asked in 360 Company & Relationships

Can't add the scorecard widget to my relationship cards, getting the admin setup message

[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Capturadepantalla20190127alas7-b7972b52-5326-4c82-a62b-65c8c58cebae-1002088431.png[/img]I've been searching high and low for this one, but I can't find what it wants me to do. Everything that should be on seems on. Has anyone else gotten the "Contact Administrator to enable Scorecard widget selection in card view" message? Tangentally, I can't seem to get the relationship type that I just created into the options of a relationship scorecard. I feel like there's some deep setting that I'm just missing.

3
scotty
4 years ago
dale_parent
dale_parentRegistered User
asked in 360 Company & Relationships

Set Score Error - Attempt to de-reference a null object

The issue I'm working through is similar to the one posted here: [url=https://community.gainsight.com/gainsight/topics/-attempt-to-de-reference-a-null-object-rule-error]https://community.gainsight.com/gainsight/topics/-attempt-to-de-reference-a-null-object-rule-error[/url] Last week we converted scorecards from RYG to Numeric.  The following day the null object error message was reported on a singe rule set score function (1 out of 10).  After some head scratching and excellent advice from Gainsight support I found 2 problems with that set score rule.  First, it was trying to update scores on inactive accounts because of a filtering misconfiguration.  Second, I have lingering RYG values in the Scorecard Fact object. Fixing the first problem resulted in a successful run of the failing rule... and there was much rejoicing.  Today another set score rule is failing apparently due to the second problem.  I'm not sure how rare this issue is but I thought a new

4
dale_parent
5 years ago
ellenoangieslistcom
Shoshin
ellenoangieslistcomShoshin
asked in 360 Company & Relationships

Permission Sets for Reports/UI Views

Our internal audit team identified Gainsight as a resource hog because of the Customers Tab.  I have drop down in the Customers Tab that shows all accounts that Gainsight Administrators need, but not all reps.  I submitted a Support Ticket and they recommended I post here to ask for a permission set to allow certain reports to be viewed by certain profiles or permission sets.   I am not sure if this is possible, or even realistic since this might not be a problem for other companies.  

5
steve_davis
Gainsight Employee: MVP
7 years ago

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