Under Consideration

Allow the same level of Global Filter configuration on Gainsight Home as is available for Dashboards


Userlevel 5
Badge

The limitations of the GS Home filters are now even more apparent now that we can have different GS Home Layouts and assign them to other users.  In the current configuration the Cockpit and Timeline sections of Gainsight home are filtered to the CTAs and TL Entries that are linked to the COMPANY objects that the user filter identifies.  If the User (CSM, TAM, etc) has CTAs or TL entries linked to companies outside that filter logic, they do NOT show up.  This became very apparent when we made a layout for our TAMs who support many customers where they are not the “dedicated” TAM on the account, and their CTAs and TL entries do not show up in GS Home.

Another issue with the limited configurations is the inability to apply a filter to a different data object other than Company or Relationship.  This makes it impossible to filter Data Designer data sets, or SalesForce Data sets like you can in the Dashboard Global Filters.  

I get that it is trying to make it simple, or easy, but limiting these options actually makes it HARDER on the Admin as they can’t manage the display of data for users acurately.


3 replies

Userlevel 7
Badge +6

Ah!  Thanks for sharing, @travis_floyd!  I’m getting ready to roll this out, so this is good to know!

Userlevel 6
Badge +1

Related!

 

Userlevel 7
Badge +3

All of these!

Reply