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Need to be able to "pre-sort" dashboard views

  • June 11, 2015
  • 4 replies
  • 35 views

jd_griffis
There are many of our dashboards (esp. health score related) where users have to set the sort options every time they use the dashboard. It would be tremendously helpful to be able to 1) Have an admin configure the dashboard sort view as part of dashboard creation; and 2) have the user sort selections be sticky. First item is a fairly critical "miss" in the product; second would be very helpful.

4 replies

julia_guyadeen
  • Contributor ⭐️⭐️⭐️
  • June 11, 2015
Hi JD - I build lots of dashboards at Gainsight and definitely agree with your suggestion. In the meantime, one work around I've used is to apply a Ranking with a very high number of items (e.g. show me top 1000 users by # page views). That forces the sort any time someone views the dashboard. 

jd_griffis
  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • June 11, 2015
Thanks Julia; I will look into that workaround.

svoss
  • Contributor ⭐️⭐️
  • June 29, 2016
We'd like the ability to sort the score card section on the dashboard by Revenue Band to show our highest paying customer first.

tharun
  • Contributor ⭐️⭐️⭐️
  • September 6, 2017
We have one more request on saving the sort "Save Sort view for Dashboards and reports".