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It would be awesome to bring a metrics section front and center to the success plan to high-level track how the plan is working to hitting metrics.  We plan to use this for onboarding, and the metrics we track are: - product usage >60% of allocated seats - two wins accomplished - onboarding complete in 30 business days What I would love would be a meter at the top showing how we're tracking to these metrics, really calling attention to it. Would be awesome for the customer to see that as well. It helps answer the "so what" of the success plan... yes we're completing the tasks, etc, but how are things doing?

I think a nice feature for Journey Orcehstrator would be to allow a created Salesforce report to be imported to a Power List to save time and duplicate work. Currently, I create a report in Salesforce to confirm with stakeholders that this is the list we want to target. I then need to re-enter the criteria into the Power List. This feature would have some having to enter this information twice.

We would like to see the option to choose where Gainsight Notifications are sent from instead of sending them from the User who enabled these notifications. This is because when a notification is sent out and if a user is OOO you receive their out of office email.  This can become cumbersome if you receive several emails through out the day.  

Our IT team reached out to me today asking what this is and why it's running every 15 minutes I told them this was the Real Time Notification scheduler and explained it's use, but it led to a question about what other Salesforce jobs are scheduled/run by Gainsight. Are there more jobs than this one that Gainsight runs through the SF jobs scheduler? If so, are these documented anywhere? If not, can they be? :)

Account Scorecard History contains a field "Scorecard Name" but it's just an ID. Example below: The Scorecard Name is the ID of the "Default Scorecard." It is not derived via a lookup. The Name column is derived via a lookup on the Scorecard ID to the Scorecard Master table THROUGH the Company table, so it's actually reflecting the name of the CURRENT scorecard - even though in this case it's one and the same with the Scorecard History. I changed the criteria on the account above so that a new scorecard would get applied. Notice below that the Scorecard Nam

I have a feedback about the NPS 2.0 results showing up in our GS widget in SF. 1. Do we have the ability to customize the columns we see in the view above (Gainsight widget in SF)? 2. Having user in the Role column is not helpful. We would like to have NPS respondent type. For example, in our MDA object, there is a column called group name which is categorizes NPS respondents as Exec Sponsors, Champions, Power Users, project team etc. This is something , we would want to show up in the column above rather than a generic "User" 3. The Participant column should have the user email address. Having just t

Hi, The participant column should have the user email address in C360 page. Attached screenshot provides the information.

Odd that in the new UI you can't see the colors on the scorecard history until you hover over them. Can this default to having the colors show up without having to hover/click?

I've noticed that changes I make in the control environment are saved in different ways, depending on where I'm making those changes: In Appearance > Widgets: When editing the general sidebar, I click a green button that says 'Save changes' at the top of the page (often not visible when I'm making changes) In Moderate Topic: When editing the "Details," changes are saved automatically as soon as I make them In Moderate Topic: When editing the opening post or replies, I click a green button that says "save" under said changes. In General Settings > User Overview: When I click a user, if I make any changes to custom roles, I scroll down to the bottom and click a blue button that says 'Apply changes.' This is minor, but the inconsistency means it's not always intuitive how to save changes. At least a few times, I have made edits and not seen the 'Save changes' or 'Apply changes' buttons, meaning my changes were not s

Steps to Repro: create a new article / topic copy some dummy content like a long article to your clipboard paste the content into the text editor navigate to the middle of the article in the editor copy any word or phrase paste it Current Behavior: The page jumps to the top of the article Expected Behavior: the page stays in the same place Reproducibility: Always

We have data streams coming in via MDA with names that, while applicable, are not ideal for reporting purposes. Would like the ability to rename labels on a Report legend. i.e. in attached example, I would like to be able to change "docs-view" to read "Documentation" when I create the report in Reports 2.0.

Overview: When writing FAQ's and technical documentation, it's essential to communicate visually keywords and phrases that refer to buttons, actions, and settings in-app. Objective: To support code snippets in Insided's text editor Current Behavior: When text is bracketed in diacritic marks, it is formatted `like this`. Desired Behavior: When text is bracketed in diacritic marks, it is formatted as code snippets (see attached) Attached Media:

If an email is on the email blacklist due to a hard bounce, they won't get added as an advanced outreach participant. My idea is to provide a file that shows which ones didn't get added. Or maybe at least, indicate a count that didn't get added to avoid confusion.

Proposing a new enhancement to Gainsight per a current business need of our team. Currently in Gainsight, the ability to create and edit dashboards (Dashboard Builder) is only available to System Administrators. We have a number of individuals within the business that are requesting the ability to create/edit dashboard views ad hoc. These users are mainly in managerial and/or consultative roles and are not proper System Administrators - nor should they be. Allowing current System Admins to "grant" dashboard creator access to certain users (similar to how we can already grant users the ability to create individual reports) would allow for much more flexibility in our team's ability to quickly iterate dashboard views. Considering the speed in which we're maturing in our Gainsight adoption, along with resource constraints, our team would benefit greatly from this enhancement!

To see an image when glancing through timeline (research done on web for example and snapshotted image) For example, copy and paste.jpg image to a timeline activity and to be able to see at a glance when scrolling thru timeline.

When someone with viewer license gets an at mention email and they click on the link, does the link take them to the widget or does it throw an error?

As a CSM I need the Activity subject field to use predictive text based on my recent entries so I can save time (less keystrokes) and improve quality (fewer spelling errors). Use case: CSM typically created Quarterly Performance Coaching meetings in Gainsight. If predictive text was available, she might only need to type a Q, then select the most recent words used by clicking.

Overview: While building FAQ articles and tutorials, pasting images is an incredibly common action I perform frequently. Being able to paste one from my clipboard (as generated by Lightshot or other screenshot software) directly into the text editor would send me a tremendous amount of time. Objective: To allow users to paste images in-line when posting articles and topics. Steps to Reproduce: - Copy an image to your clipboard - Paste it into any insided text editor (eg: https://streamlabs-en.insided.com/topic/new) Current Behavior: - nothing happens Desired Behavior: - the image is added in-line to the text (similarly to how it works here in asana) Attached Media: screenshot of location

Opening this thread for the Customer to track the progress on this request - When a user who doesn't have permission on a field opens the rule action screen, the corresponding mapping is not displayed. And now if he saves it that way, the mapping will be removed from the rule action. This has caused issues across multiple customers. Can we have some message displayed when we are not displaying a particular mapping so that the user doesn't end up corrupting the rule.

I'd like to see an option when scheduling a rule to be notified of only full rule failures, but not partial failures. We have a few rules (loading data to Gainsight Objects) that we know frequently have partial failures. The main one is a rule to load the most recent timeline entries into a GS Object. If the notes field is over 15,000 characters those entries won't load (typically a long email). I want to be notified if something goes wrong with the rule, but also don't want to be bothered every 2 hours (when we have this rule scheduled to run) when it's just pointing out the same few entries.

Hi I am creating a dashboard for our Renewals team and have a question regarding formatting / transforming a date field. We have thousands of perpetual contract lines, all with a "Service Activated Date" is mmddyyyy format. For us, it is important to know just the month when the service was activated - some of those dates go back as far as 2010 but our renewals team reach but to those customers annually, usually around the month the service was activated. In excel, to convert his would be a simple formula = TEXT(cell,mmmm) and then I can plot this onto a graph to show how many accounts have had service activated each month regardless of each or month but I need this to go from January to December rather than just a text field. Is there a way to convert the date via bionic rules? Thanks in advance Katerina

We've been experiencing challenges in general with the way 'notifications' is set-up for inSided communities. We've shared our feedback with our Community Success Manager, and are aware a revamp to notification as a whole is on the road-map, but one opportunity in particular is how "Likes" are communicated (or the lack thereof). With our old vendor, you were notified when someone liked your post. Either through some sort of prompt the next time you came back to the Community, or (if you had notifications set up), via email when someone liked your post. This was a great encouragement tool to help users feel like their input was valuable and helpful, so they would participate more. Current day, there's no real way to know if someone has liked your post, unless you manually return back to the thread and look at your post. We think this would be a great addition to help recognize contributions, increase engagement, and help encourage users to continue

We've more or less stopped using the "old" Outreaches at all, and are mostly just using the new Programs (Advanced Outreaches) within Journey Orchestrator.  However, every time I load that tab, the old Outreaches is the default view.  Does Gainsight have a plan to default the page to the "new" outreaches?  Or is there a way I can adjust that default myself?

When you're in the middle of creating a topic and accidentally refresh, navigate or forget to open in a new tab, there's no warning and your progress is lost. Give the user a warning before refreshing or navigating away so no work and effort is lost by accident.

Been working through some Scorecard changes using Scorecard 2.0 and am really struggling to use the Rule results as I am trying to QA the rule. There is virtually no easily identifiable information in the rule results that would assist in testing and quality assurance. It's strictly a document which contains a ton of account IDS many of which don't tie to the SF IDs. For example the 36 Character "Relationship ID" that displays does not tie back to the Salesforce relationship ID. I am assuming this is some MDA id, which is not particularly helpful. What I would like to see is this look more like the rule results for Scorecard 1.0 and include: Salesforce Account ID Salesforce Relationship ID Account Name Relationship Name Scorecard Name Applied Too Previous ScoreThanks, Matt