CS Product Ideas

Submit product suggestions

  • 5,980 Posts
  • 25,125 Replies

5980 Posts

luke_quanstrom
luke_quanstromGainsight Community new member
shared in CS Product Ideas

Assign group CTAsAcknowledged

I need the ability to create and assign CTAs to a group of individuals. Is this available? On the roadmap? 

28
P
1 year ago
kiersti_felska
Gainsight Rookie
kiersti_felskaGainsight Rookie
shared in CS Product Ideas

Formulas in REports 2.0Partially Fixed

I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0.  Do i have to used a custom field on the object to do this?  Basically working on replacing some excel pivot table reports and want to expose them in Gainsight Dashboards for exectutives.

28
heather_landgraf
Veteran Rookie
8 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Reports 2.0: Ability to change X or Y axis numbering to exclude decimal notationImplemented

When I create a support case report and a customer's case volume is low, the X-axis shows decimal notation, but there is no such thing as 0.25 of a support case. (see image) [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20150921-7690-e4hq2p-cases_inline.png[/img] Need the ability to determine whether or not the decimal notation is contextually applicable and enable or disable where appropriate.

28
venky_reddy_k
Gainsight Rookie
4 years ago
phaneendhar_lingam
Gainsight Employee: Veteran Rookie
phaneendhar_lingamGainsight Employee: Veteran Rookie
shared in CS Product Ideas

History Tracking for MDA ObjectsUnder Consideration

History tracking data is important for  trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this.   For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ;

27
J
1 month ago
britton_walker
Champion
britton_walkerChampion
shared in CS Product Ideas

Time tracking integrationsAcknowledged

Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? Ideally we'd have a button associated with each CTA/task that starts and stops a timer then loads the time to a field in that CTA/task. I understand that is a bit of a pipedream, but the closer we can get to it the better. Thanks!

27
K
4 months ago
sierra_evans
Team Captain
sierra_evansTeam Captain
shared in CS Product Ideas

Success Plan / Snapshot 2.0 Export CapabilitiesPlanned

We were excited about exporting success plans with the new 2.0 functionality, but find the lack of configurability to be a bit disappointing. I would love to have the following capabilities added. Anyone agree? Others you would add? [list] [*]Ability to edit color scheme to match our corporate .ppt template [*]Ability to edit font type to match our corporate font [*]Addition of status column to task line items [*]Ability to include plan info [*]Ability to include Gantt chart overall view of plan [*]Ability to have multiple plan owners [*]Ability to move and modify plan sections based on desired layout as a template, instead of manually manipulating each presentation [/list]Thanks in advance for your consideration!

26
rahul_prayakarao
Gainsight Employee: Veteran Rookie
1 year ago
kaycee
Gainsight Rookie
kayceeGainsight Rookie
shared in CS Product Ideas

Manually Change Report ColorsImplemented

Currently the colors that are in reports are automated, but it would be nice to be able to change the color of reports to be more customized. 

26
johnny_burtchaell
Gainsight Rookie
5 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rule Execution Logs from Scheduled runs not containing Action DetailsWorkaround Available

When a rule chain scheduled rule runs, the execution log does not contain the Action results the way a manual run does. Scheduled: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180615-52487-zhm4v7-Screen_Shot_2018-06-15_at_8-46-42_AM_inline.png[/img] Manual:   [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180615-15435-1ll6uf2-Screen_Shot_2018-06-15_at_8-47-00_AM_inline.png[/img] Worse still, the email that comes through doesn't even tell me the number of records from the Action the way a manual rule does: Scheduled: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180615-59311-lettw6-Screen_Shot_2018-06-15_at_8-49-41_AM_inline.png[/img] Manual: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180615-33746-1ajcvaf-Screen_Shot_2018-06-15_at_8-50-06_AM_inline.png[/img] This increases the level of effort required to monitor/troubleshoot.

25
phani_kumar
Gainsight Employee: MVP
1 year ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Need more date filters for reports 2.0Under Consideration

It would be great to have more date filters. Maybe a custom filter that allows you to see anything you want. You would not longer need all the filters you have and no one would probably ask for another filter after this update. You could have it set up so that you say case "Close Date" = DROPDOWN ["last" and "next"] then have a number field I can input any number I want and then after that DROPDOWN ["days, weeks, months, years"]

25
alen_horvat
Gainsight Rookie
5 years ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Updates to PlaybooksUnder Consideration

A lot of our processes are still in flux, so we're constantly making updates to playbooks and success plan templates. It would be great if when you made changes, there was an option to push that change out to all open existing versions of that playbook or Success Plan. Maybe a checkbox or a button that asks if you'd like to apply the changes everywhere?

25
sriram pasupathi
Gainsight Rookie
10 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Add ability to update playbooks on existing CTAsUnder Consideration

I thought the capability already existed, but it appears updating a CTA will only apply a playbook if there was not already a playbook attached. I've never had a situation arise, until now, where I needed this capability - but I can see a greater need for it down the road. Is there any reason why this functionality shouldn't be possible? If not, I would like to request that it get added, because there's definitely a solid use case for it. If I've missed something, and there IS a way to update playbooks on existing CTAs (without deleting/readding) then please let me know that as well.

25
mpatra
Gainsight Employee: Shoshin
5 days ago
tracy_streetman
Champion
tracy_streetmanChampion
shared in CS Product Ideas

Formula Calculations in Reports 2.0Implemented

It would be beneficial for Reports 2.0 to have simple formula calculations available such as +, -, SUM, AVG, %.  An Example where this would be helpful is with Email Logs.  We have sent a survey and within Reports we currently can't report on the "Outstanding" surveys.  If we could create a report with a formula that allows us to subtract completed from sent we would be able to get this data.

25
sai_ram
ACE
3 years ago
joseph_siudzinski
Gainsight Employee: MVP
joseph_siudzinskiGainsight Employee: MVP
shared in CS Product Ideas

Customize Drill Down Field LabelsImplemented

It would be nice to have the ability to customize the headers in report drill downs. Today, you can change the header labels in show and by sections of the graph report. You can't customize them when you configure the drill down.  Thanks!

25
hardik_mota
Gainsight Employee: Champion
11 months ago
kelly
All Star
kellyAll Star
shared in CS Product Ideas

Allow for multiple values when filtering 'Includes' on a String fieldPlanned

In Salesforce you just separate values with a comma when using Includes, but it doesn't seem possible in Gainsight. Instead, I have to have a separate filter for each value I'd like to include which complicates the advanced logic string when I should be able to just include them in a single filter. For example, I want to deliver an email variant based on country. If it's not a picklist, I have to write: (A) Country = USA (B) Country = UK (C) Country = AUS (D) Country = NZ A OR B OR C OR D Instead, I should be able to write (A) Country includes USA,UK,AUS,NZ In this example, it's quadruple the work for each template that has this filter; add on any additional filtering and it becomes cumbersome pretty quick. Is there any way to include multiple values when the field is not a picklist? I've tried contains, comma, comma and a space, semicolon, semicolon and a space, and Gainsight converts it to = after saving (ie, Country = ('USA,UK,AUS,NZ') ),

24
anirbandutta
3 months ago
leanne
MVP
leanneMVP
shared in CS Product Ideas

Adding fields to Timeline ActivitiesPlanned

When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox.  Is a "Picklist" type field anywhere in future plans? I'm trying to match the Timeline Call Activity fields to my existing Salesforce Call Log fields, so that the calls will sync over to Salesforce, but we have several required Picklist fields in Salesforce, and I don't want to end up with a lot of messy data from open text fields. 

24
emily_geary
3 years ago
pat
Gainsight Rookie
patGainsight Rookie
shared in CS Product Ideas

Filter by Fiscal Quarter in Rules EnginePlanned

We would like the ability to filter by fiscal date within the Rules Engine Setup Rule. We have some rules that power MDA and reporting that report only on current FQ. Each new quarter, we have to manually adjust the dates to the current quarter, so this will become unscalable once our number of rules grow. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160802-85827-fy38t4-Screen_Shot_2016-08-01_at_5-55-00_PM_inline.png[/img]

24
anirbandutta
3 months ago
manmeet_dosanjh
Champion
manmeet_dosanjhChampion
shared in CS Product Ideas

Export Option in TimelineWorkaround Available

I thought this would be a nice feature to add to Timeline (more so the global Timeline) but would be great in either. Similar to how CSMs are able to export a list of their CTAs to a CSV file, it would be great addition if the CSM could export the Timeline activities into a CSV file. The use case here is that in global timeline, CSMs might search for some keywords, e.g. anytime a competitor to our product is mentioned in the subject or notes. If the CSM was to filter to these activities and export to excel, with the subject, notes, contacts information all included that would be very helpful for our team.

24
W
Veteran Rookie
1 year ago
jeremy_goldsmith
jeremy_goldsmithGainsight Community new member
shared in CS Product Ideas

Report on "stale" scorecard measuresPlanned

Some of our scorecard measures (the ones that folks populate manually) have a validity period set, and if the measure is past it's validity period, an alarm clock icon shows on the measure. This icon only shows on the C360 view of the scorecard, but isn't available in a Dashboard view or in a Gainsight Report, as far as I can tell. It would be great to be able to show which measures are "stale" so that our users could quickly and easily find which measures they need to update, and create some reports around this. I think all you'll need is a formula field on the Scorecard Fact object that compares the Score Last Modified Date field to the Validity Period field on the Scorecard Metric object.

24
shantan_reddy
Gainsight Rookie
11 months ago
L
Gainsight Rookie
lucianlutaGainsight Rookie
shared in CS Product Ideas

Email to timeline functionality attachments enhancementUnder Consideration

Hey, Just found out that the images in one's signature are counted towards the 5 attachments limit in the email to timeline functionality. Is it possible to count only the actual attachments and take the images in signature in consideration only for the size limit? What do you think? Thanks, Lucian

23
AnaCosta
Shoshin
27 days ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Data Designer should dynamically honor lookups between tablesUnder Consideration

When I merge objects in SF with objects in MDA, and those objects in MDA have lookups to other tables, it would be great if the Data Designer set would honor those lookups natively, without me having to add all the fields I need into the dataset - especially since DD is creating MDA tables for you.For example:  I have merged Opportunity Product with Company which contains a mapping of Account::Account ID to Company::SFDC Account ID.  Instead of pulling in Company Name, ARR, etc. from the Company table, why can’t the DD table honor the lookup to the Company table via the SFDC ID natively? 

23
darkknight
ACE
1 month ago
davebrown2242
All Star
davebrown2242All Star
shared in CS Product Ideas

Ability to disable the aggregation and set expand/collapse default using Row Grouping in HA reportsIN DEVELOPMENT

Two things on Row Grouping settings:1st - When using Row Grouping on a field to have the ability to disable the aggregation/totals on the group row. As an example the data is pointless and confusing as we use Booleans - 3 true and 4 false always shows 7… very misleading 2nd - As an admin I would like the option to default if a Row Grouping report is expanded or collapsed by default. It would be my guess that others would like this feature as well for reports that list items (think Whitespace)Thanks,DB

23
Azad
Gainsight Employee: Rookie
3 months ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Increase ability to format Success SnapshotsPartially Fixed

Would be nice to be able to do the following while creating a Success Snapshot for export:  [list] [*]change the font size [*]Align in the center, right, left [*]change font color [*]add hyperlinks to text [*]ability to add text over pictures [*]create tables in a text box and allow "tags" (not a table from a report) [*]text box bullets line up properly and not all funky where if that bullet point moves to a second line it does not line up with the bullet point it is attached to. [*]Allow for sub-bullets and sub-numbers [*]Get rid of funky spaces that show up at the top of a text box [/list]

23
R
Veteran Rookie
1 year ago
jean.nairon
All Star
jean.naironAll Star
shared in CS Product Ideas

PX on my CSNo Status

PX on CS (also known as the Enablement Engine)I would like improved user analytics and product engagement to help drive user growth in my Nxt CS instance. We currently have 700 users in Gainsight CS and we are evolving our processes quickly. Enabling our teams on new process/system changes is critical to the success of our teams.As the PX website states, it enables you to deeply understand what users are doing in your product, collect feedback, and create in-app engagements like walkthroughs and guides to drive onboarding and adoption. That’s exactly what I want for my Gainsight CS and my users. Let me explain further.  Gainsight CS Analytics TodayToday, Gainsight provide the G360 feature to show admins some simple usage data. If you don’t have this in your instance, I recommend talking to your CSM to get access to it. The data in this feature is not very deep. You can see things like page views and how often users are logging into Gainsight. You can also top level feature usage like h

23
anirbandutta
25 days ago
samantha_braastad
Champion
samantha_braastadChampion
shared in CS Product Ideas

Email Assist: Additional FunctionalityImplemented

We would like to begin using Email Assist but are hesitant as the need to create the templates in CoPilot adds clutter for our 1:many team and over-complicates the process for adding an email template to a CTA. When asking for folks opinions, here is some feedback we received:  [list=1] [*]Ability to create the email template within the 'Playbook' creating process avoiding the need to create a template within CoPilot and then going back to the CockPit to create the playbook [*]Ability to pull the 'Contacts' directly from the CTA rule. This would simplify who is initially needed on the communication based on the trigger event.  [*]Allow CSM's to have a 'signature' in Gainsight that can be added to any email that is sent by them out of CockPit. This should be able to be controlled by the sender that has a Gainsight license as their title may not always be CSM (Customer Success Executive, Strategic Account Manager, etc.) [*]Automatically BCC the sender of the email so that they

22
J
Team Captain
2 years ago
dallis_king
Gainsight Rookie
dallis_kingGainsight Rookie
shared in CS Product Ideas

[Feature Request] Multiple 2.0 Scorecards For Each AccountNot Planned

I would really appreciate the ability to have multiple 2.0 scorecards running for each account. My use case: I have my customer health scorecard, which is keeping track of things like CSM sentiment, NPS score, Support tickets, etc. I also want to have a scorecard to breakdown our customer's usage into each of it's features. We have different features that customer will pay differently for, and we want to make sure that customers are using the features they're paying for. The features fall into three categories, Core, Premium and Pro. I want to have an rolled-up score for each of those categories as well as an overall score for all the features. Currently, I need to have both of these scorecards merged together on one scorecard. This causes problems for a few reasons: [list=1] [*]The scorecard is very large and hard to read. Even with each of the three Features tiers grouped together, I can't put those groups into a "features" group on their own because scorecards doesn't support ne

22
spencer_engel
MVP
1 year ago

Check out our upcoming events

Terms & ConditionsCookie settings