Archived ideas

I have created a report that displays the customers who have a Subjective score (one that our CSM sets based on their knowledge and engagement with the account) below a threshold that puts it in a Red status.  The purpose here is to include on a Manager dashboard, so this can be used during CSM 1-on-1 for review/discussion. It would be helpful if I could: include the notes that a CSM may enter in one of the individual component scores (i.e. Subjective score) in a report i.e. [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/RackMultipart20160226-58882-12sr0g2-img_inline.png[/img] include the color label as a criteria option at the individual component level (similar to how I can use the Current Score Label for the overall score on the Customer object).  This way I could list out Accounts by the color range of the Subjective score (Red, Yellow, Green) 

I realize that reporting is not necessarily GS bread and butter - however I find some reporting functions to be sub-standard.  Currently you cannot see a running sum for multiple marks, at a minimum it would be great to see this.   Additionally I would currently like to insert a Reference line as well. see below image as example

In Rules Engine - would like ability to control the number of times a particular CTA can trigger for a customer. For example: Only trigger a CTA of this description once every 90 days. 

When an Account Manager changes the Group By and Sort By options in the Cockpit, it would be nice to have these save so that when they open the Cockpit later they have the same view. 

Currently, users must export Success Snapshots for individual customers from the C360 page. Is there a plan to allow users to export SS for multiple customers at once?

When grouping Cockpit by CTA Type, my CSMs would like to see Opportunities first, then Events, then Risks.  Currently Risks show up at the top of the screen.  Can we have the ability to re-order the Cockpit layout?

Similar to the enhancement released today enabling Success Plan Info to be configurable, it would be great if we could modify the "Objective" heading to call it something else. In our case, we'd change the term "Objective" to say "Initiatives". We'd then expect to see the CTA type name changed as well to reflect  the term "Initiatives".

We have loaded SalesForce data [dates] to our MDA Usage Data. We would like to be able to filter using a calculation with our SF Dates, For example: "Implementation Deadline Date - 90 days." Right now all we can do is "Implementation Deadline Date > or < a selected calendar date." This requires us then to update our filter weekly to ensure we are capturing all the information that now meets our criteria.

There are some features our company uses that are optional within their paid licensee user. We want to keep track of which of the features they have enabled without marking them as licensed for reporting reasons.

It would be nice to be able to manually move or be able to set the size of the CTA name section in cockpit. I have multiple CTAs that have pretty long names and I can't see the entire CTA name because of it. 

It should would be helpful to have the Filter By field be "sticky" on the rules engine.  I find myself spending a lot of time having to re-complete the filter field when I am doing rule creation and/or maintenance.  Would like to be able to enter criteria in the filter by field and have it persist until I'm ready to change it.

Reports appear to have a 2000 row limit when displaying a table which prevents valuable information being displayed on a dashboard. Why is there a limit? Any downside to making it unlimited?

It turns out you can inadvertently delete a report that was in use on a layout. (Please don't ask how I discovered this.) I tested and I can also delete a report if it is in use by a C360 Section as well. There should be a failsafe to prevent the deletion of a report if it is in use by another component

Currently, when selecting an object in a chart (i.e. a specific bar on a bar graph) a list of accounts associated with that graph object will be shown. It would be nice to be able to export the results, instead of having to create a table and export that way.  It would also be nice to be able to expand the results window so that more columns can be viewed.

It would be nice to have a 'description box' added to Reports, and have the ability to toggle the description on/off. I think of the demo during the monthly Release call (today - 11/6/15) and the new feature of emailing an export of a dashboard as a powerpoint - the description of the reports under the Report title could be very helpful when sending the dashboard to a colleague, etc.

I don't know if this is already possible, but I would like to be able to create a dashboard that is only accessible to users with Admin rights.  This would give Success Operations the ability to create their own reports that do not need to be public to the rest of the organization and view them on a single pane without having to go to Reports 2.0 to view the report everytime.

Admins can enable Tags so that non-admin users can use them to tag customers, but it would be nice to be if Admins had the ability to create Tags that are hidden from users (or can be made visible if necessary). This would help us tag customers for our own administrative purposes (i.e. rule creation, reports, etc) without having all our tags visible to regular users.

We would like the ability to display individual health scores on a UI View of Customers. Currently the overall Health Score from the Customer object can be included. We would also like to display the AM Assessment on a list of customers. This would give the AM visibility to their current assessment and would identify Customers they need to update. thanks Kristin

I know the first response will probably be "Just change the Owner of the task to someone else..." but hear me out... We intend to use Success Plans as a joint plan between us and the customer.   There may be tasks to document which require someone from the customer's team to be responsible for delivering, but since the customer does not have access to Gainsight to provide updates, etc.  the CSM would still need to be the Owner of the task. What about creating a free text "Responsible" field that allows you to assign responsibility to someone other than the task Owner? OR Allow the Owner field to do a lookup on the Contacts table as well as users.   Of course this would make it appear in Cockpit as if the Customer contact owns the task...but it would still be visible to the CSM yes? Basically just need a way to assign responsibility to someone externally while allowing CSM to maintain visibility and management of the task.

Just like when you select a certain report in the case section or any section and then leave that c360, when you go to another c360 that will be the same report that you see first - that is what I call a "sticky" report. I have created some reports that have certain filters that account managers can changed. I would like these filters to also be "sticky" just like the reports are so that when they go to another account in a c360 those filters are still applied how THEY like them to be. 

We have a Closed - Not Applicable CTA status that we do not want to display on the Success Plan export.   Is there a way to edit the reports that are used as part of the Success Plan export?

When a success plan is completed, it becomes grayed out. Because of this, our CSMs aren't able to review what was covered in a success plan. It creates a hinderance when we are training CSMs on how to use specific success plans or show best practices. It is also difficult if a customer is ever transitioned to a new CSM. The new CSM would have to re-enable the success plan to read what happened. Would it be possible to just move the Success Plan to completed but still have everything viewable?

I love the Gainsight Vault for Playbooks and Surveys! It would be great to also get something for Reports. Many of the posts in the Community are around how to create certain reports. I know everyone's setups are different, and what we want to report on will be different, but I think there is a lot of overlap that would be great to have in a vault. A great example is the reports you go over during Gainsight on Gainsight webinars. Instead of having to reference slides from a slidedeck after the webinar, it would be great to be able to go to a vault and download the report and configure as necessary.

In Reports 2.0, it would be very helpful to have some additional information for each report listed in the Repository, specifically where the report is being used. Right now there is no way to know whether the report is being used on the 360, a layout, or neither, unless you go to each layout or look in the 360 section in admin. Having an idea of where it is being used would help determine if a report can be edited to be repurposed in another place or if it is not used anywhere. Giving the Repository a layout similar to Rules Engine might be helpful to accomplish the above. To be more specific, when you land on Reports 2.0 the groups of reports by object/subject area would be listed on the page (rather than in the dropdown), then you could expand each/all sections to see all the reports listed and if you click on each report it would give a fly-out window like rules engine to see what fields are in Show/By/Filters, the Visualization Type used, and where it is being displayed. When you

When you make a Success Plan active and the Objectives are added to the Cockpit we should be able to add a Reason to the Objective CTA. This would allow us to group by or filter by CTA reason for better organizing the cockpit.