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Due CTAs available directly in Gainsight Home dashboard

  • December 3, 2020
  • 4 replies
  • 71 views

lerkatron

Hi!
We are doing some rework in our Gainsight Home dashboard.

I know that it would provide a lot of value to have CTAs that are due today available directly in the dashboard. Is this possible?

4 replies

john_apple
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  • Expert ⭐️
  • December 4, 2020

Yes -- this is possible. If you build a report based on the Call to Action object and add the Name field to show and then filter on Due Date = Today. The result will be a tabular report that should have a list of CTAs with the name hyperlinked to the actual CTA.


sriram pasupathi

@lerkatron, what John mentioned will work perfectly for your use case. In the medium term, we are also planning for an out-of-the-box gainsight home dashboard which will solve your use case.


sai_ram
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  • Expert ⭐️⭐️
  • December 24, 2020

@john_apple Thanks for the reply! 

@lerkatron Thanks for sharing this use-case here, as @john_apple suggested, it will work for you as workaround for now. Please let us know if you still need more info on this. 

As @sriram pasupathi said we have plans to add this to the Gainsight Home Dashboard, so considering as feature request and changing this to idea for better tracking. 


mpatra
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  • Gainsight Employee ⭐️
  • September 4, 2023
Under ConsiderationImplemented