Archived ideas

Be able to restrict scorecard measures that can be updated by the end-user. Many customers request the admin ability to be able to prevent users from changing a measure that is being populated by an automated rule but allow them to update a subjective measure.

A have a customer who has a report that is setup for User = (current user). This person is wanting to email out the dashboard to this user, however, when the admin sets up this schedule, it is pulling the filters for the user who is setting up the export, not the user that is receiving it. In this example all the reports are showing no data found because the admin doesn't own these accounts.  They also have 21 users so created a dashboard for each of them is not feasible. 

When setting up a filter in the rules engine, such as with a date field, it is possible to use the function 'does not equal' to filter out accounts that meet certain criteria. It is also possible to filter for accounts based on a range of criteria using functions such as 'greater', 'greater or equal' 'less than', or 'less or equal'. But it is not possible to combine these types of functions and have a filter that does not equal a range of information. This would be useful.

It has come to our attention that some of our customers would like the ability to report on CTAs and see if they have posted to chatter! We have certain flags in place already, like "isRecurring" that let us know if some detailed properties of the CTA. Since this is a field that is selected when creating the rule (Post Comments to Chatter - Once/Weekly/Never), it would be nice to see and report on the settings CTAs have. As always, thanks for the support! Take care... -Logan T.

The sponsor tracking "Get Notified" link is misleading since there is no outbound notification to the Rep when the match is found. I suggest changing this link to "Request Match". Providing a notification to the AM would also be great. This could be something like a weekly batch email.

The Success Plan feature and ability to export is great...but...when I export it, it doesn't really display any real details about the progress made on the Objectives. The Status field is technically an "internal" status of the Objective.  There needs to be a way to reflect the status [i]for the customer's perspective, i.e. if we have a particular objective that has missed or is in danger of missing due date target, we should be able to flag that Objective as "Overdue" or "At Risk" to the customer's timeline and have that display on the Objective slide. Additionally, we need to have the ability to display the Comments field ont eh Objective slides, so that the CSM can put a brief blurb into the deck that outlines the progress and/or reason for status.

Now that we have more than one CTA Task type, it'd be nice to have the option to filter by task type in the Cockpit List View. Not sure if this is a planned enhancement...

Currently when editing the fields in the Attributes section of the C360, the field "priority" alternates between columns. The first priority field is the top of the left-hand column and the second priority is the top of the right-hand column, and then it alternates between the two. This can be counter-intuitive. It would be helpful to have the option to decide which column you'd like the field to be one and then to decide the order of the fields within each column. 

Please add the option to roll up data as Average, Sum, Min, Max, etc. to the Hierarchy view. Our specific use case is Average Health Score for subaccounts in the Hierarchy, but there are other cases such as max # of users, max account value.

I am using the calculated fields for averages based on Matrix data.  The rule works, but when I add the calculated field as a token to the comment section in the scorecard, the number (percentage) returned has 15 decimal places.  Is there a way that we could have a choice on how many decimal places we want for calculated fields in the rules engines?

We would like to be able to change the language of the following when creating surveys.  'Select One' and 'Submit'.  We would also like to see the option to have a reset button instead of the small button on the survey.

If you export survey reposes from the survey tab and there is a special character the formatting of the CSV gets messed up.  We currently only support UTF 8 on this export, but would need different formatting for this to display correctly.  I am able to open it successfully in Google Sheets, but not excel.

Best practices for NPS recommend against using the word "Neutral" in the NPS question for two main reasons. Neutral is technically scores 7 and 8 which are the two passives. 5 would be a detractor. Neutral is often associated with N/A, and this causes customers to fill out the survey with a 5 when really they meant to indicate that the survey question was not applicable to them. We would love the ability to remove this from our survey! 

When looking at a Rule Execution History, I can see rules that have been run either manually or scheduled, but I cannot tell what user ran the rule each time. This is needed especially in organizations that may have multiple administrators such as ours. Can this be incorporated with these other Rule related requests? Basic Schedule details on rules engine list  https://community.gainsight.com/gainsight/topics/rules-engine-include-basic-schedule-info-on-the-rul... View-Mode for Rules https://community.gainsight.com/gainsight/topics/rules-engine-need-a-way-to-view-rules-without-going...

I have a number of customers who were very excited to see the added functionality of the Scorecard view with great visualization we know and love now at the Relationship level.  As I was building them out today, I realized there is no column for Relationship Name.   This means that the report is sorted only by Relationship Id with no connotation of Relationship Name.  As a workaround, I have built another MDA object that holds just Relationship Name, Id and CSM off of which I'm doing a join. Seems like it would be valuable to add in Relationship Name as a default option to this report, since the Account level view has Account Name as an option.

I have received very positive feedback regarding the new "Show Milestone" in the Chart Option of the 360.  Would also love to see the same functionality on Gainsight Dashboard reports as well.   Also, is there a way to manually add a milestone from the C360 without using the Usage section? It would be great to have the same milestone functionality from a report section on the C360 just as we had with the Usage section.

I would like to be able to see the scheduled frequency and time of day for each rule in the Rules Manager list without having to click on or edit the rule so I can view the schedule at a glance.   Currently I have to go into edit mode to be able to view schedule details.   This may seem in redundant to https://community.gainsight.com/gainsight/topics/rules-engine-need-a-way-to-view-rules-without-going...  but it is a separate ask.

When I click on a Rule and the summary tab comes up, I can view basic details about the rule including the SHOW and FILTER and the basic RULE ACTIONS.  But if I want to see detail about the Rule Actions or Schedule I have to click Edit to view those pages.  This increases the chance of someone accidentally modifying a rule when they just want to view - especially when click the NEXT button automatically saves any changes. We need a "view only" mode so that I can see the detail on the Setup Rule, Setup Actions and Schedule tabs without being able to inadvertently change anything when I did not intend to.

When i edit a report, it automatically crunch's my data. I would like to have the ability to stop this and allow me to directly edit the report query. I have to wait for the report to load and in some cases it ends in a timeout. A simple button that stops the data from loading and allowing me to edit would be ideal.

Now that you can generate Success Plans via the Rules Engine, we're using that functionality to add Success Plans for our CSMs as a Draft, and then, asking them to customize and make it active. Currently, I don't think there's a way to tell the difference between when a plan was created versus when it was made active. It would great to have this so that we could report off of how long it's taking our teams to complete the building of the plan and make it active.

We export a lot of financial data from Gainsight that then gets plugged into financial models so we can do more complex modeling that the product doesn't handle yet. We're running into issues of version control and not being able to track down the source report. With multiple people pulling data from different reports, the possibility for mistakes is large. I've spent hours trying to reconcile data sets from different people, only to learn that someone hadn't updated the dataset recently or made a selected an incorrect field in the source report. To aid this, it would be super helpful if Report Exports included the following 3 pieces of information in the far right column: Report Generated By: Source Report Name: Date Generated: This would make it super easy for whoever's copy/pasting the data into a model to also grab the metadata.

Filtering by Last Modified By is helpful in some instances, but the ability to filter by Last Modified Date would be helpful when looking for reports that have been edited more recently. 

Create a Success Plan widget that can be added to C360 > Summary section. This widget will show the number of active success plans.

I created my first Relationship scorecard using a Numeric(0-100) scheme, and after a little more consideration, decided we wanted to use a Color(RYG) scheme instead.  However, the scheme isn't editable on a Relationship scorecard, like it is on an account scorecard.   Since this is a new scorecard, it wouldn't be that big of a deal to delete and start over, but that's also apparently not possible without involving engineering.  It seems like it should be a really simple thing to change.

Currently, applying filters is a clunky way to interact with dashboards and especially difficult if using text based values. I would like to design the filtering interface by dashboard to display applied filters and make it easier for users. I've pushed exec dashboards to a separate BI tools previously when GS dashboards didn't have global filters. (May still push to a BI tool). See the example from a Tableau dashboard:   Filtering sections can be labeled, multiselect and picklist options visible, radio buttons for "on/off", etc. A nice to have: Control over display labels for filter criteria since some CRM data can be kinda unclear or need to be consolidated and mapped to a single value. Say for example, we change our definitions/values for Tier within the same field or used a separate field previously, I'd like to map these values to a single field for display on the dashboard. I suppose this a separate request? I can file one for that too.