Implemented

Global Filters for Cockpit


Userlevel 6
There's a way to filter the Cockpit using Advanced Filters, which is great, but it would be nice to be able for Admin users to apply a global filter that would show on all other users' views (like a report). 

We have a current use case where customers go through a series of linked CTAs/Tasks, but we would like to filter out customers that churn during the process. This currently isn't a capability that can be done via a global filter, and would require all users to apply the filter themselves. 

31 replies

Userlevel 4
I see that, per your comment, this is available for Gainsight NXT.

Are there any plans to implement this feature in the Salesforce Integration as well?

Userlevel 6
Hello Everyone!



Happy to announce that your request has been considered and included as part of Gainsight NXT v6.5 release. You can find the relevant information in our Gainsight NXT v6.5 Release Notes.



Due to this enhancement, the 'Configure CTA Detail View Layout' article is updated.



Thanks for posting!

Userlevel 7
Badge +2




Userlevel 6
Badge
@dan_ahrens Awww man. That's very disappointing to hear that it won't be rolled out to Gainsight SFDC. 😞 😞 :(

Userlevel 7
Badge
Global Cockpit views will be shipping as part of the August release (Aug 13) but will only be available on Gainsight NXT. There are some technical challenges to do this in Gainsight SFDC edition, and it is not on the plan to release this functionality for SFDC edition.

Userlevel 4
Badge
I see this topic is still marked as "planned".

Is there any ETA on when this will be available?

I have several customers who could really benefit from this.

Basic Use Case

Multiple CS Teams Working their BoB in different ways, and need to see different views (filters and columns). Currently, rolling this out to each individual CSM by documental instruction, classroom training, or even the admin doing it for each CSM is very time consuming.

Having the ability for an admin to create each view and making them available for different teams would be huge.

Userlevel 6
Badge
We're adding more and more CSMs in Gainsight. This would be FANTASTIC... instead of taking up training time to create the filter...
Userlevel 2
Hi There, is there any update on the status of global filters? It would be a huge benefit to our org to be able to apply global filters for cockpit views.
Userlevel 4
This would be very helpful from an Admin standpoint. I just had an hour long call with 5 different CSM managers where I had to walk them through the creation of a view and ensuring they got all the filters and the And/Or clauses correctly.

Would be great if we could just push this similar to dashboard and UI views.
Userlevel 6
Badge +1
This would be super helpful for us as well, particularly the ability to create views by team (i.e. region, role, etc)
Userlevel 6
Badge
Yeah same here! 
Userlevel 6
Badge
Can we not have the option of making the editable or not? That way both sides of the issue are addressed?
Userlevel 6
Badge
Yes please. The comments from the last few months on this post is exactly what I'm wanting.
Userlevel 7
Passing along some feedback from another Gainsight customer today who shared a different perspective:
  1. No - they should not be able to edit / delete
  2. The would like the option to show to All OR to a specific group of users 
Userlevel 7
Badge +2
Agree with Heather.
Userlevel 4
1. edit their own view - so I would set up a custom view that would show up in their drop down list, but then they could edit that list that would only affect them.  If that cannot happen (ie edits affect all) then no edit, the could modify and do a save as.
2.  I don't see a problem for all
Userlevel 7
Badge
@All, Thanks for bringing this up!

Couple of questions,
Do you want the end users to be able to edit/modify/delete the views created by the Admin.
Do you want the admin created views to be visibility to everyone or particular group.
Same...huge pain point for us!
Userlevel 5
The ability for an admin to create global filters for all users would streamline our setup, instead of having to coach every user on creating the same filters would be great.
Userlevel 7
Badge
I do believe it's on the roadmap but will let Nitisha comment on timing. 
Userlevel 1
Hi Dan - Any updates on this idea? Hearing it from a few customers. Thanks!
Userlevel 6
Badge
This would be hugely useful for us as well.
Userlevel 5
Badge
Any update on the possibility of having an admin created custom view available to all users?
Userlevel 7
Badge
With the November 2016 Gainsight release, the ability to add multiple saved filters on a per user basis is GREAT!

One way that this could be even better is if admins could also create shared custom filters that would be visible for other users. This would be helpful as Kaycee mentioned in the original post. 
Userlevel 7
Badge +2
Thanks Manu!

Reply