Archived ideas

We are currently tokenizing a calculated field in Scorecard Comments.  Sometimes when this number is returned in the comments adds up to 15 numbers behind the decimal.  It would be nice to be able to limit the amount of numbers shown after the decimal.

We would benefit greatly from the ability to add more "Optional Fields" which can be mapped from SegmentIO to Gainsight fields. At this point, one can only add in 3 Optional Fields, and we maxed those out on day 1. In our SegmentIO configuration, our teams would like to add more meta-data into the event as a Property. Currently, we cannot configure Gainsight to trap that additional meta-data on the events because we have all Optional Fields in use. At times, we have to create additional SegmentIO events because we cannot link any more Optional Fields. This creates more events that my Development teams must manage, where as accessing more Optional Fields would allow my Development teams to create a smaller, more standardized set of events which I can then analyze as a Gainsight admin using reports, filters, etc.

I've been getting this request from several customers:  How can we customize the usage reports that we get from you (e.g. Gainsight) or that we send to our own customers.  When common use case for example is not only showing activity by user, but further categorizing users into different teams/regions and send the relevant report to the relevant client contact.  I know this might be somewhat addressed by the Customer Portal feature that might be coming at some point, but wanted to see if there is a different way to address this in the meantime. 

A customer noted that when a CTA rule is cloned, the CTA name under Setup Action retains the original name. Is it possible to update this so that when a rule is cloned the CTA name sources the Save As Rule Name?

Several folks met at Pulse and started a Linkedin Group. Seems to me we should be able to create a user group in here? How do we do make this happen?

I would love to be able to praise CSMs for staying on top of their data integrity. I built them a dashboard that shows them whether they have any accounts with no scorecard data. If all of their clients have at least one scorecard rating, I'd rather the dashboard display "Nice work!" instead of "No Data Found" as this can be misleading. The lack of data is the goal state. If, conversely, the lack of data is bad, I'd like to be able to personalize that message too. This would add a human touch to a sometimes under-appreciated and over-worked team!  

We have several products, each tracked in a separate Mixpanel Project within our single Mixpanel Account. However, the Mixpanel -> Gainsight connector only allows a single project to be mapped, so we cannot use the data from the other projects (products) in our reports, rules etc, limiting the c360's effectiveness.. We'd love it if the connector supported multiple Mixpanel projects.

This came up as a feature request from John Farmer with Selligent during the Express Workshop. He suggested it would be helpful if a sponsor who we're tracking changes their employment 'time period' for their most recent position, or disables the 'I currently work here' checkbox in their linkedin profile, that these act as triggers for a sponsor tracking notification. He thought this would be helpful in cases where the individual leaves an organization, but doesn't have a new employer yet. It looks like according to docs, only Title, Location, and Company are current triggers.

I need to be able to report on related objects in Gainsight as you are able to in Salesforce with custom report types.  For example, I would like to report on Accounts with Opportunities and Contracts but cannot figure it out.  Is this possible?  I have reports in SFDC, but I would like to have show this on the C360.

When we create a manual CTA and we need to pull in account name, there are more than one accounts with the same name. Why can't we pull in by Account ID or Universal ID?

We need the ability to look at our various customers differently when in the C360. This is absolutely necessary to support our current workflows - we really need to have the ability to create multiple C360 views for different type of account (for example, location vs. brand). Ideally, we would have the ability to create two or more different layouts based on some account field (e.g. account type), and have the ability to create different tabs and different views within the tabs. We know that some of this is available through Relationships, and soon there will be the ability to customize the scorecard per different account tabs, but having the ability to customize the C360 layout and tabs would be very helpful.

Since the AccountID is required in most (all?) of the reports, it will be great if this can be added by default.

Currently, the default is Starts with... A more useful default would be Contains...

There are times where we are using SFDC picklist data fields within rules and view filters.   It appears there is no way to check for blank/None/ (null) values.  Unfortunately, there are times when there is no data in the picklist data field (or SFDC allows you to have a None value). would be nice to check for null values in GS rules/views so that errors , warnings and accounts can be processed correctly. thanks

When a rule fails, I have an alert email sent to my inbox.  However, sometimes these are important Scorecard rules on the weekend and I am not near a computer to re-run.  It would be great if in the fail email was a link to the rule itself within the admin tab so you could easily re-run it. 

For V3D challenge E1- visibility into At Risk customers that have upcoming renewals to ensure they are managed appropriately. Ex. 1 -- Call to Action Object - Customers w/Upcoming Renewal w/Flagged Risk CTA Object: Call to Action Show Me: Account Name, Renewal Date, ARR, Call to Action Name, Reason Name, Due Date Filters: Status | includes | New, Work in Progress CTA Type | equals | Risk isFlagged | equals | true Renewal Date | equals | Next 90 Days Ex 2 -- Customers Object - Customers w/Upcoming Renewal w/Overall Health &

We are looking to set the score based on the average length of open projects. The rule set-up is looking at all open projects and averaging the # of days open. We would like to set the score based on the average number of days open. However, this currently sets the score to 'green' the higher the number. We would like the score to be 'red' the higher the number. 

I have a chart of Usage data on my R360 page.  It only fills less than half the page, and I can't figure out how to make it fill more.  http://screencast.com/t/a7jMHbqoga Would it be possible to edit the size of the container this chart sits in to make it taller?  I also tried adding a second report, thinking it might stack the two charts one after another (since there's plenty of space.)  But the only way to access the second chart is from the dropdown in the upper right.  

When you apply filters to the cockpit, and then, export, the export doesn't respect your filters.  The export you receive has every CTA in the CSV.  It would be nice to see the export respect the filters that have been applied.

The ability to receive notifications when a rule fails is great, but there are some rules we have that sometimes have partial failures that would also be good to be notified about. Currently, we aren't aware if a rule partially fails (and shouldn't) unless we frequently check the Rule Engine. Alternatively, if a user decided they wanted to watch critical rules, it would be nice to be able to elect to receive all notifications on rule results to make sure the rule runs as planned until confidence builds up. 

Hi Gainsight team-- we spoke at Pulse regarding a customer's interest in the ability to to create rules based off of 'related lists'.  I understand that this is planned on the roadmap, but wanted to see if you have any insight into ETA/ timing for this?  Thanks! 

While working with a customer, we have noticed that there are situations where a customer may want to aggregate a null Salesforce field while pushing data to an MDA table.   In a Load to MDA rule, you can set the default value to "0", however when you aggregate a null value, the value remains null regardless of what default value you set.  This is because when the aggregation happens, the aggregated value of null is null, and the MDA recognizes that as a value. What I am proposing is the ability to actually set a default value on the field level when you create a field in the MDA.  So for example, if I create a new field in an MDA table called "test 1", I'd like to have a dropdown or checkbox to set a default value in field properties when I create the field itself.

If customer is unsure what they are doing in Usage Data configuration screen they can zap (white screen) reports and affect rules if they change these settings inadvertently. Currently, there isn't even a warning message that pops up when you go to change start/end date of the week. Can we restrict access for the user to change this without Gainsight support's assistance? If a change like this is needed, Gainsight should be involved in the process. 

It would be great if we could create a report with that totals the sum of ACV a CSM is managing as well as the number of accounts they are managing, similar to the report we have in SFDC (as seen attached). 

Need a filter for any survey that states if a contact has received any survey within the past 30 days to not distribute this survey. This would help with survey fatigue since we are sending surveys out with case closures and can't really track that on a calendar for every customer.