Archive

Integration of Eloqua (so we can trigger CTA's based on campaigns). Eloqua is a standard Cisco tool.

Ability to display button on the static C360/R360 bar (To access other tools)

PSMs want to modify the reports they send to Partners, so that the partner will only see appropriate customers.

Interactive departure table-ability to interact with it to show all the features that come with a product and then flag ones being used, ones customer is interested in, not interested in, etc.

Hide a container or report or widget if it shows me No Data in the My Customer Dashboard. Since there are a lot of individual product reports in the My Customers Dashboard for CSMs at Cisco, not all CSMs have accounts for each product so they see No Data Available for certain reports. They should have the ability to hide those reports or widgets since it doesn't pertain to them. It would be nice to have that functionality to be able to customize your My Customers Dashboard in that way." Provide option for the user to "hide a report" from view of the dashboard and it would be saved in his state for viewing, sharing, and PPT export. Sufficient vs. automatically hiding? Go with manually enabling hide option

Option to see all data in a report when switching to table view.

Ability to allow absolute weightings on relationship scorecards

Ability to restrict read/edit permissions for Relationships on the same customer

We'll need the ability to display different values on respective R360 layouts for the same field (similar functionality to different picklist values for different record types in native SFDC). The same field will need to be leveraged across different offers for reporting purposes. using different fields all together today to provide options. want to standardize the fields in VALUE. can take 3 months to create picklist in SF, would prefer option w/i GS MDA.

Can we get 4 weeks of historical score data in colored fashion (Scorecard fact fashion)

R360 Summary functionality- map a component to a specified section

In the event of failed update, ability to roll back to most recent configuration and data status within 4 hours

Ability to report name change when filters are selected or ability to add a 3rd group by in reports

I wasn't able to find a similar community post (apologies if this exists already). We've recently come across this issue with Cisco and a few other customers. When there is no data for a time period, that date period is removed from the report and it's connected to the next available date. We'd like the ability to display the missing dates as Zeros to provide an accurate view into the usage. This creates a more consistent experience for the end users. I've provided 2 customer scenarios below. Cisco Use Case: Trend view on R360 only displays months where data is processed, creating jumps in the timeline and it's not clear to CuSMs when there are months where there were not any scores for that particular month. Customer #2 Use Case: Customer2 is using our Segment connector - when there is no usage in a given week, the customer doesn't display any data (common use case). Given the volume of data they are sending us for various events, we'd want to avoid the workaround of inserting zer

Update trend view to account for months where no data present

It would be great if Mass Update had the ability to mass change the status of the CTAs, having to manually close out them has not been fun at all. I also noticed that some of my options were grayed out, meaning I am unable to use them, not really sure why. 

We currently leverage the automatically track email assist emails in timeline functionality from CTAs. Any emails that are sent are brought over into timeline. This is great! I currently have 'Email' Activity Type available and auto synced to SFDC:  I found it unintuitive that these Emails are not captured as activity type 'Email', and as such they are not sync'd to SFDC.  Options --  - Since 'Email' is a default option - map emails logged in timeline via a CTA Email Assist action to that activity type. That way GS customers can toggle on and off the option to push these to SFDC. - Add a default CTA Email Assist activity type to allow for the same level of off/on control. **We do not want to sync the Playbook task to SFDC, but instead the actual email sent. **I've found a few posts that relate to this, but couldn't find the exact workflow 

It would be extremely useful to be able customize permissions to Remove Score on scorecard metric from user to user or at least by user type so that only admin's would be able to access this feature. Support has informed me that in the Jan 16 release the option to turn this on/off org wide will be available, but our team would find permission customization far more useful. Thanks!

Hello everyone.  At SportsRecruits, we like to use the reports in C360 to show the client that the product is being used a lot (ie, you cannot live without it!!).  Currently, we just download the image and throw it into an email and send it. It kind of does the trick.  What would be really cool would be if we could download a.gif of the graph being populated so when the client opens the email, they see this up and to the right looping.gif.  See the link to see what I mean by moving graph.  https://cl.ly/2X2G1g0g3F28 There is already a drop down to download the image...allow me to download a.gif! 

Can we add a date that shows when data was last updated/rules were ran?

Would be a nice addition to be able to optionally enter an email address to which a report csv file can be emailed.  Sometimes you just need to run a quick report and send to someone that doesn't need to be permanently added to a dashboard or anything.  I've actually forgotten to forward the email that is sent to me before, because I'm multitasking and get into something else before the email comes through.

The use-case is to store the survey response in a X field of the Opportunity. Opportunities can be both closed and open. All the responses of all the questions in survey to X field of related Opportunity. So suppose you have a question which has - A Checkbox B Checkbox C Checkbox D Checkbox E Checkbox comment:  And, if participant selects A,B and C along with comments, tthen I want A+B+C+comments in X field of opportunity object.

Just curious if this feature is on the road map or not - to open up CoPilot to accept 'tabular' formats.  Thank you 🙂

Hello Team! Some of our customer have expressed the desire to have additional fields added to the "Group By" section of the Cockpit. Having this be something configurable will allow Gainsight Users and Admins the ability to group their CTAs in a way that may be most beneficial to them. Thanks for the support! Logan Thome

Currently, when assigning R360 layouts, we base the assignment on the different values of one single field. I'm wondering if there's any plan in the future to be able to assign these layouts based on multiple fields? For Example, if I want one layout to be assigned based on "Account Tier = Enterprise" and then a different layout to be used if "Support Tier = Standard", would this be something we can take into consideration?