CS Product Ideas

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1689 Posts

A
Gainsight Employee: Shoshin
AbidGainsight Employee: Shoshin
shared in CS Product Ideas

Ability to compare data for same months over years in report builder for same metricNo Status

Hi Team,Client is looking for the ability to compare the data in UI for same month of different years Eg: We have a users login data for months of 2021 and 2022 , then user wanted the ability in report builder (Bar chart) to have the bars for same months to be available side by side for comparison. 

0
A
Gainsight Employee: Shoshin
6 days ago
mark_deegan
Shoshin
mark_deeganShoshin
shared in CS Product Ideas

HTML Tags in Scorecard DescriptionNo Status

Hi Guys,  Im working with a customer at the minute who would like to have the ability to have links in the scorecard description to take end users to a more detailed view of what the scorecard criteria are. In order to do this, we would need the scorecard description to be a rich text area In my opinion, this is a really clever use case as it gets around some of the challenges of trying to write detailed descriptions of scorecards in a very small text area

2
angela_domenichelli
Champion
6 days ago
mark_deegan
Shoshin
mark_deeganShoshin
shared in CS Product Ideas

Rich Text Area in Scorecard DescriptionNo Status

It would be great if we could allow linking to external documentation within a Scorecard Description.  I have a customer who has comprehensive details on each of their scorecard measures in google docs.  They want to be able to have a hyperlink inside each Measure Description linking to the document so CSMs can have more context on each individual scorecard 

1
angela_domenichelli
Champion
6 days ago
K
Veteran Rookie
kstimVeteran Rookie
shared in CS Product Ideas

Allow admins to add aliases to filter names in Gainsight HomeNo Status

Hi,Within the new Gainsight Home feature, it would be great if we could add aliases to the filter names so that our CSMs don’t get confused if there are two filters with the same overall name. I know this functionality already exists in the Horizon Analytics Report Builder, and it would be great to bring this functionality to Home. It looks like currently if I move my cursor over the filter, the path is explained, but I rather save this step for our CSMs and just have the filter explicitly state what it’s filtering.As seen below, filter C is referring to the CSM Name and filter D is referring to the Intel Services Rep name, but they both show as “name” and this will get confusing to our CSMs. Thanks! 

3
anirbandutta
6 days ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

Gainsight Home - Allow End Users to Change Operators on Global FiltersNo Status

Shame edit: You can edit operators, you just don’t have the same option to do so in GS Home as you do in Dashboards which clearly bamboozled at least one person 🙄  VS For simple modifications though it would be nice to do this ‘in-line’ and more consistent with Dashboards so every similar function isn’t subtly different everywhere you look.OP:I’m normally on team “end-user guardrails” but in this case I’m not sure I see why the bumpers are on.In Gainsight home, once a global filter has been made, that operator is locked in. Cannot be changed by the end user.A simple illustration of the issue is including a Renewal Date filter so CSMs can focus on actions related to upcoming renewals. What if you set it to ‘=’ but they want to look at <, <=, < etc? The “Next N time_unit” doesn’t always solve the problem. Aside from that, end-users are used to being able to change operators in Dashboards.

1
anirbandutta
7 days ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

Gainsight Home - Highlight/Show When Elements Are(n't) modified by a Global FilterNo Status

On Dashboards, you can hover over a Global filter, and the impacted reports are highlighted. It’s a bit subtle but it’s nice to have some indication that if you make a change, you know which reports were modified.Would love a similar function on GS Home. Given some of the limitations on filters, you may just be slapping reports/widgets on home and users need to tweak them individually - but unless there’s some other callout there’s no immediate way to know if your report should have changed and didn’t, or shouldn’t have changed.

0
bradleymcg
Grand Slammer
7 days ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

Gainsight Home - Relationship Filters (Global)No Status

I’ll start by saying I don’t know if there is a better way to handle this or what that might be, but that the current experience is a bit awkward and could potentially be prohibitive of us deploying Home or at least getting the most out of it. For background, we recently deployed relationships, meaning that if it’s possible we will want to show both Company AND Relationship data on GS Home. The way the global filters work is you have to pre-select company or relationship and then configure your reports/widgets et al to be keyed to those filters. Today, there isn’t really a way to visually see which global filters are company filters and which are relationship filters, and no way to easily have one set of filters work on Company, and one on Relationships. Depending on what you are trying to do, this makes ensuring company and relationship data are filtered appropriately rather complex.For end users, this seems like it would be impossible to manage. You don’t know what objects on Home th

0
bradleymcg
Grand Slammer
7 days ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

Gainsight Home - Resize the Widget WidgetNo Status

I mentioned this coming on a year ago now (on this thread), but coming back to my ask to re-size the area in Gainsight Home where you add widgets and reports from. This impacts admins AND end-users (since they can customize Home).WTF am I talking about you ask?This (old screen shot): There’s no ability to resize this, and you cannot see the full name of some items (such as reports) when you mouse-over which is a double punish. At minimum, full [thing] name should be available on mouseover, but ideally you’d be able to resize this area as well so you don’t have to mouseover every item to find the right one.

0
bradleymcg
Grand Slammer
7 days ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

Gainsight Home - Independent Filtering for AttributesNo Status

I have a KPI reports to show customers and one for ARR. Those are filtered to exclude test accounts and Inactive accounts. Those are also OOB Attributes for the Gainsight Home Summary Ribbon.Unlike my KPI reports though, the attributes are completely unfiltered and show test accounts and inactive customers. This means that to use attributes you must pass them through Global filters that you may not otherwise need, because the other reports you’ve added to Home already have those filters baked in.The current solution is just to use KPI widgets in the summary, but as mentioned here  That’s a bit of a non-starter anyways, meaning the actual solution is just to not use the Summary Ribbon at all.

0
bradleymcg
Grand Slammer
7 days ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

Gainsight Home - More Flexibility on Summary Ribbon PlacementNo Status

This would hopefully be an easy fix, but what may come as a surprise to some is that the Summary Ribbon may not always be the first thing someone wants on their GS Home Page.For example, we have some “help text” on our dashboards (e.g., brief explanation of what you’re looking at, links to enablement and support docs, etc.) via text widgets. We would do something similar on our GS Home layout and would want that at the very top. Unfortunately, if the Summary Ribbon is enabled that can ONLY sit at the top of the page - this doesn’t make sense from a workflow perspective. For new/first time users, having that context and links to other info at the top makes sense, and then have metrics, attributes, highlights, etc and the ensuing reports flow after that. Having summary KPIs, then a text block, and then the rest just doesn’t make sense ALL of the time.So having more placement flexibility would be great. It also has the benefit of giving us an experience more consistent with Dashboards, wh

0
bradleymcg
Grand Slammer
7 days ago
K
Team Captain
kumaranbcakTeam Captain
shared in CS Product Ideas

Gainsight New Home Page - Unable to Rename the Report names added in the Summary Ribbon section via "Add Report" OptionNo Status

Hello Team,  In the Gainsight New Home Page, I don't see an option to rename the Report names added in the Summary Ribbon section via "Add Report" Option. Because of this, the report name is visible in the Summary ribbon section. I believe allowing the admins to rename the Report names added in the Summary Ribbon section via "Add Report" Option would be a better way to represent the Summary Ribbon section. 

2
bradleymcg
Grand Slammer
7 days ago
R
Ranjeet2116Registered User
shared in CS Product Ideas

Need a connector so that we can fetch data from Gainsight directly to Google Sheets or ExcelNo Status

Would be great if we can have a connector which helps us pull data from a report created within Gainsight to google sheets or excel without downloading.Just a simple connection and rest stuff we can get done in the sheet.Once I create a report in GS I can fetch the data in my sheet by creating a simple connection and do the automations like sending emails automatically in a custom format using VBA macros etc. Also, once this is done I can simply schedule the connection and my manual intervention is done.

2
sarahmiracle
All Star
7 days ago
K
Team Captain
kumaranbcakTeam Captain
shared in CS Product Ideas

Gainsight Home - Summary Ribbon must have the ability to show the Drill Down report viewNo Status

Hello Team, It will be great if the reports/attributes in summary ribbon enabled with the possibility of showing the drill down report. So that when a CSM view the home page, they can have a detailed and interactive info available when needed. 

5
heather_hansen
ACE
7 days ago
A
aubrey.andersonRegistered User
shared in CS Product Ideas

Ability to Resize Gainsight Home SectionsNo Status

We recently launched the new Gainsight Home page to our CS Team.  We are currently using Gainsight NXT impeded in our Salesforce system. They are starting to utilize the ‘Personalize My Home’ option and have come back with the below product suggestion:Can’t resize: While you can rearrange the tiles, you can’t fully resize them. For example, the CTA tile I could make wider (taking up the full width of screen), however, I can’t adjust the height. Similar but opposite for timeline, I can adjust the height (to a degree) but I can’t change the width.   

3
bradleymcg
Grand Slammer
7 days ago
Jef Vanlaer
Champion
Jef VanlaerChampion
shared in CS Product Ideas

Better handling of European characters (e.g., é, ü, ø...)No Status

When loading data to Gainsight CS, European characters (letters with accents and specific Scandinavian letters for example) typically lead to issues. As many of our users have these characters in their names, this leads to less pleasant situations when addressing them with their first name in emails from the Journey Orchestrator for example.

3
Kaffersan
7 days ago
romihache
Shoshin
romihacheShoshin
shared in CS Product Ideas

Ability to set input restrictions in different field typesNo Status

Hi! I would like to have a feature similar to the “data validation” one in Excel/Sheets, where you can choose beforehand either to reject the input completely or show a warning. I will explain with some use cases:  An Id number that has to have 8 digits A date field that can’t be set in the future A string that follows this schema: a letter, 7 numbers, and another letter: X0000000X.We can set controls afterwards, like rules and CTAs asking them to update it properly, but it would be much more efficient to avoid the problem altogether by avoiding human error.Thank you, 

0
romihache
Shoshin
7 days ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Tokens and Mapping for Timeline Note TemplatesNo Status

It would be great to set some tokens on the Timeline Note Templates from your account.  For example, we want to set up a template for a “CSM Handoff” when the CSM changes. The leaving CSM will create, but we have some things like “ARR, Sentiment (custom fields on account,), renewal date” that we want pulled into one spot rather than the CSM going to different places. It would be great to be able to token and map like we are able to in Email Templates

1
A
Team Captain
8 days ago
V
Veronica.MooreRegistered User
shared in CS Product Ideas

Pin objects in Data ManagementNo Status

It would be nice to pin frequently used objects in Data Management (Company, Company Person, etc.). This would save a bit of time searching on each lookup.

0
V
8 days ago
saltamash
Shoshin
saltamashShoshin
shared in CS Product Ideas

Ability to to filter for specific jobs in connectorNo Status

Hi Team, Can we please have the option to have an additional where we can filter for only specific job historic executions?  

0
saltamash
Shoshin
8 days ago
saltamash
Shoshin
saltamashShoshin
shared in CS Product Ideas

Gainsight - Microsoft Teams IntegrationNo Status

Hi All,Do we have any plans on having Gainsight app for Microsoft Teams similar to the Gainsight <> Zoom integration?We have a subset of our customers that leverage Teams instead of Zoom and for CSM handling those accounts it’d be great to have a similar experience to increase their productivity.

2
saltamash
Shoshin
8 days ago
S
Sean_HebertRegistered User
shared in CS Product Ideas

Calendar Widget set contacts with email domain of GS instance as internalNo Status

We have a number of colleagues that are listed in the Person object and associated to a dummy Company. When these colleagues and external customers appear in a calendar meeting and you click add activity the widget is identifying them as external and setting the company to the dummy and ignoring the actual external customers on the meeting. Can the widget ignore those Persons where the email domain matches that of our GS Instance domain. If our instance is XYZ.gainsightcloud.com and the Person record has an email of JSmith@XYZ.com. It would set that user to internal and ignore it when selecting the Company or allow a drop down and let the user select which company they want if there is potentially more than one. Right now it is prepopulated and you can’t change it.

0
S
8 days ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Journey Orchestrator: Log to Salesforce should accommodate SF Related Contacts featureNo Status

Came across another feature that doesn't support [url=https://help.salesforce.com/articleView?id=shared_contacts_overview.htm&type=5]Salesforce Related Contacts[/url] - the Log to Salesforce function in Journey Orchestrator. Without going into details, our query mapped the SFDC Account ID to the ID from the Account Contact Relationship object (since every contact - including direct contacts - have an associated Account Contact Relationship::ID) but it still logs to the activity to the Direct Account to which the contact is associated [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20181010-60614-1unpzoa-Screen_Shot_2018-10-10_at_8-25-33_AM_inline.png[/img] We opened a support ticket, and support responded  "After diving in further we found that the current behaviour is that SFDC activities get created based on the [b]CONTACT ID [/b]and the [b]ACCOUNT ID[/b] which is assigned to the Contact from the Contact object....After disc

6
sarahmiracle
All Star
9 days ago
jenlpro
jenlproRegistered User
shared in CS Product Ideas

Auto-apply Playbook to CTA based on the value selected in a picklist field.No Status

I’d like to have the ability using Rules Engine to automatically apply a specific playbook to a CTA when a picklist field on that CTA has a specific field selected. For example, on our CTAs where Type = Objective. After this objective is created, our CSMs may choose that the Services Type field is “Accessibility Mission” and the “Accessibility Mission Type” is “Audit & UX Recommendations”. Once this Accessibility Mission Type is selected, I want our Accessibility Audit playbook to auto-apply to the CTA to add tasks that are specific to this mission type.

0
jenlpro
9 days ago
R
Gainsight Employee: Shoshin
RavindrachGainsight Employee: Shoshin
shared in CS Product Ideas

E2T- Notification email image change request.No Status

[Customer request].Hi Team,Customer would like to see few improvements in the E2T email notification. Below are the scenarios.Scenario1: If customer signature has more than 5 images and every time they log a timeline getting the below notification. The outcome is the email is logged. Scenario 2: While logging a timeline with a character count of more than 33K, they are receiving the below notification. The outcome is timeline didn't log. For both the cases, they are receiving the email with envelopes with a red circle with an X. Customer would like the problem identification to happen more quickly, especially if most of the time they are ignoring because it’s issue #1. they don’t want to have to open the email to read the specific issue. Net, they need to know more quickly what happened.Kindly review and change the image to be different for an attachment error vs. the no-log error for easy identification.Thanks,Ravindra

0
R
Gainsight Employee: Shoshin
9 days ago
F
forrestlangsamRegistered User
shared in CS Product Ideas

Display Limit on Reports on GS HomeNo Status

Looking for a permanent way to change display limit default from 25 (per page) to 50 (per page) on a report for example on the GS Home page. 

0
F
9 days ago

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