Cockpit due date group by - more options needed
CS Cockpit & Playbooks
As a CSM I need to group my CTAs in my cockpit by due date with more timeframes available so I can clearly see what needs to completed by a more specific group of due dates.
Currently, grouping by due date groups all CTAs into Overdue, Today, Next Week, and Upcoming. The Upcoming "bucket" becomes too large to be meaningful, and CSMs would like to see options for 8-14 days, 15-30 days, and over 30 days. Ideally, Admins could configure what the buckets are.
Currently, grouping by due date groups all CTAs into Overdue, Today, Next Week, and Upcoming. The Upcoming "bucket" becomes too large to be meaningful, and CSMs would like to see options for 8-14 days, 15-30 days, and over 30 days. Ideally, Admins could configure what the buckets are.
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Thanks for sharing this. This definitely makes sense...will consider this based on how many other customers would need this. Also, this would add to the admin overhead of defining what the groups are.
Would the ability for admins to define "Custom Views" for the CSM's help here?
Hello Everyone!
Happy to announce that we have redesigned Cockpit, powered by Gainsight Horizon experience, as part of the v6.18 release. The enhanced Cockpit has the following new capabilities:
This feature is implemented in only NXT version.
Thanks for posting!
We are now on Nxt and in Cockpit Horizon and are still not able to configure the buckets of time due dates are grouped by. Please re-open this idea until this solution is implemented. Thank you.