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In addition to the challenges already raised by these other two posts, I have some additional observations/points of feedback   In Custom Views, the column selections don’t match the actual column order of the view.  The column order that admins establish in the builder should match the outcome (and admins should be able to drag and drop the columns in the desired order) .  Notice in the example below (which is a brand new Custom View that hasn’t been manually altered other than adding the “Next Task Due Date” field) the columns in the Admin config don’t match the columns in the Cockpit view: EXPECTATIONREALITY  Admins should be able to pre-define column widths because some of the columns appear wider than necessary, reducing visibility of others and requiring additional scrolling:  The last column in a view is very difficult for end users to widen… Each view starts off with a “Company > Relationship” column (which is a bit confusing for end users when we don’t use relationships)

I have had several customers request an enhancement to the Outlook/Gmail plug-in feature. Some end-users do not like to have to click the Log To Timeline checkbox to ensure the email is logged to timeline. Sometimes they forget and it is extra clicks. The enhancement request would be to allow all emails to be automatically logged to timeline without requiring an end-user to check the checkbox. Perhaps we could create that as an administrative setting that could be enabled or disabled as desired?

Currently, the Administrator can edit views with the exception of My CTAs and My Tasks.  These we can’t even add additional columns to the view.  In the other views we have, we can add columns, but we cannot change the order of the columns, or rename the columns that we add.   We could delete the columns that the system will allow us to, and re-add them in the order we want, but then we can’t change the name.  As an example, we often have to add a field for a column that is just called “Name”.  Not very descriptive, as it could be the Type Name, the Reason Name, the CSM Name, the TAM Name, Company Name, etc etc. Please give the admin the ability to configure these fields to make the end-user experience consistent and more user-friendly. 

Searched and found this post showing “not planned”But I think there is definitely a use case for requiring fields on CTA creation vs. only enforcing required on closure.In my case, I’m trying to move our CS team to use CTAs for Risk tracking (to date they’re using Timeline only) but there is a requirement to track a sub-reason as well as Revenue at Risk (that may actually be a different $ amount than the total ARR tied to the customer account). Using Timeline, you can make a field required when the activity is logged, forcing users to populate it before it can be created. But the lack of this ability to do so in CTAs means Risk CTAs can get created without logging the At Risk Revenue Impact because it is not a required field, making it easy to forget.I’m going to continue having a hard time convincing the use of CTAs for Risk tracking because between this request (and the ones below) Timeline does have a few more flexible features that make it appealing to our CS team as a quicker, mor

Hi all,Similar to this thread regarding mandatory fields in Success Plans, we have the exact same need but regarding Customer Goals.  It would be great to be able to set fields as mandatory for closing and even for opening. Both custom and system fields. In our case here two examples:for opening: making Due Date mandatory, so that we can track due goals for closure: making a Value Statement field recording a quote from the customer regarding the goal completion

Hi!My team would like to see linked objects added to success plans. This would push it up one level from objectives/CTAs. We would like to see linked objects associated to the success plan so we can tie specific objects from Salesforce. This would help in cases of onboarding and expansion success plans. Example., success plans can only be tied to one relationship but customers can have numerous add-ons/versions, having the ability to link the contract would make it easier for CSMs to see all the product lines and versions without navigating away from the success plan each time and know which templates to add. Also, having the link to the objective is just as cumbersome in these cases as a CSM has to navigate down to the objective level every time. 

The playbook UI is becoming overwhelming when too many playbooks are in use.What I really need is the ability to organize a long list of playbooks into folders.Filtering by CTA type is helpful, active vs. inactive, somewhat useful too, but it’s not enough. We need folders for playbooks—just like we have folders everywhere else. We need to be able to organize them by success plan (for example) or by product or by anything else. Adding prefixes isn’t a real solution, especially since the UI doesn’t handle that well—the differentiating info ends up buried at the front. Suffix wouldn’t be visible… So, simply put: please give us folders. 

Hopefully not a repost, though I’m sure I’ve seen similar, and probably made similar. The Setup Action page isn’t great if you have more than three actions:I’m sure I’ve commented already on the criteria getting clipped and the action not having any useful information on it. Here, you can see that the number of additional criteria is barely even visible. The main issue is the workflow. If I ever want to work on one of these 25 other actions, I have to click show more criteria. When I work on the action, save and close it, I’m not even snapped back to the design. I’m just in empty space. See gif below to embark on a delightful journey with me: I’d really like to have more show by default or at the very least when I expand the list, have it stay expanded while I’m on the Actions Page unless I collapse it myself. Part of the reason for this is I’d also really like to see which actions are active, which are not, AND have the ability to toggle actions off without having to go into each acti

To level-up analytics insights in Gainsight, it’d be awesome if we could set colors for fields based on their field values in tabular reports. Just like you can do this in Conditional Formatting in Google Sheets or Excel, where it highlights a cell value based on the conditional criteria assigned to it. Related Posts 

Hi Team,To set the custom colours we do have option select the object and field to set colours. If field contains multiple unique values at that time it’s not showing.Can this be more simpler, just like build a what ever report you want and edit the colours right-there just like we use to do in MS Paint simple as that.In my case I want set custom colour for modified date, where I’m using group by month on this field. But i can not because modified date contains more unique values.Thanks

While I’m excited for recent advancements in CTA with the recent release, there are still some pretty glaring flaws in CTAs and Cockpit as a whole. This one remains a big problem: and it also conflicts with the “require on create” enhancement that was just rolled out. Because guess what? Lookups you add won’t honor your search criteria at all.Which brings us to the Associated Person feature. This is essentially a 1:Many version of a lookup field on Company Person.I mention the above post because it’s essentially the same problem, except instead of the possibility of doing it (just not with filters) you simply cannot do it at all.To recap: Consider the existing workflow now:Admin configures Associate Persons End-User starts to make a CTA Save the CTA Return to/reopen the newly created CTA Search/input the now curated info into the field search.Note: You also cannot add Associated Person to a Cockpit view, so they can not be managed there either.VS the ideal state.Admin sets up Associate

This new “Thought Process” response that triggers when a prompt is processing is annoying and irrelevant, especially to end users.And also especially when you practically restate it again at the end of the prompt.There should be a flag to give admins the option to disable this step across the board. Thought ProcessResulting Prompt 

Hey all,I’m a business analyst for my company and recently was asked to create reports comparing year-over-year (YOY) data pieces. In attempting to create these reports and widgets I learned that Gainsight does not have (by default) the following capabilities: Current Year YTD Values → Comparison Over Previous Year YTD Values Current Year QTD Values → Comparison Over Previous Year QTD Values Current Year MTD Values → Comparison Over Previous Year MTD ValuesThis was shocking to me considering these are fairly standard, cross-industry, reporting requirements for all business in all business sectors.Being able to take X period (current year, or other), with Y data (sales amounts, or counts, or other) and compare it to the same period in the previous year (or another year). This can be further expanded to a specific month (April 2025 compared over April 2024, or April 2023, etc...) Our account manager and technical account manager asked me to create this post for visibility.I was able to c