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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
Mar 9, 2017 9:16 PM UTC

Cockpit Views - Customization Options

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.

    5 replies

    nitisha_rathi
    Expert ⭐️⭐️
    Mar 13, 2017 3:40 PM UTC
    Hi Heather,

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

    Thanks,
    Nitisha
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    jake_smith
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Oct 30, 2017 4:23 PM UTC
    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.
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    jen_pakravan
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Nov 14, 2017 4:05 PM UTC
    I agree. So far, the Cockpit view (as well as success plans) is the most polarizing feature. 
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    scotty
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Nov 20, 2017 6:57 PM UTC
    This would be an incredible asset for onboarding my new team members. 
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    Helper ⭐️⭐️⭐️
    Aug 21, 2019 10:26 AM UTC
    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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