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Cockpit Views - Customization Options

  • March 9, 2017
  • 5 replies
  • 44 views
heather_hansen
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We are encouraging our CSMs to use the ability to customize their cockpit views to better help them figure out an organizational method that works for them. However, we aren't having much luck with them actually doing it. It would be great if the Admin could set up a few saved cockpit views by default, but still leave the CSM the ability to create their own as well. I think we would get more adoption by saying there's a saved search that shows you your open CTAs this way versus asking them to create it themselves.
    jean.nairon
    sara_hoeffler
    scotty

    5 replies

    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • March 13, 2017
    Hi Heather,

    Thanks for the idea. We are adding it in our roadmap and will keep you updates about ETA.

    Thanks,
    Nitisha
    jake_smith
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    • jake_smith
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • October 30, 2017
    Any updates on this? I think it's a great idea having the admin being able to set their own org's similar views to create ease and consistency across the department.
    jen_pakravan
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    • jen_pakravan
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • November 14, 2017
    I agree. So far, the Cockpit view (as well as success plans) is the most polarizing feature. 
    scotty
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    • scotty
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • November 20, 2017
    This would be an incredible asset for onboarding my new team members. 
    R
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    • rakesh_lingala
    • Helper ⭐️⭐️⭐️
    • August 21, 2019
    Hello Everyone!

    Happy to announce that your request has been considered and included as part of Gainsight NXT v6.5 release. You can find the relevant information in our Gainsight NXT v6.5 Release Notes.

    Due to this enhancement, the 'Configure CTA Detail View Layout' article is updated.

    Thanks for posting!

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