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Contributor ⭐️⭐️⭐️
March 4, 2025
PX

Gainsight PX Engagement Tracker

  • March 4, 2025
  • 5 replies
  • 189 views

Greetings fellow Gainsight PX Admins.
I was asked to create a visual tool that would allow us to view the Engagements.
We typically have nearly 100 Engagements running at any given time.
We wanted to be able to view which Engagements are currently running and others that are scheduled to run within the next 12 months.
I used a Google Sheet to create the “Gainsight PX Engagement Tracker”.
I’m sharing it here for anyone else that might have a similar need.

Here is the link to the “Gainsight PX Engagement Tracker” Google Sheet:
https://bit.ly/3Xm6FrF

Here is the link to the YouTube video that demos the “Gainsight PX Engagement Tracker”
 

 

 

All the best,
John Tomczak

5 replies

Helper ⭐️
March 4, 2025

Thank you, John! 

dtrujillo13
Contributor ⭐️
March 5, 2025

Great stuff John! Thanks ;) 

revathimenon
Gainsight Community Manager
March 6, 2025

Thanks for sharing, ​@John T 🙌🏽

Where focus goes, energy flows.
jbrown_gainsight
Gainsight Employee ⭐️
Gainsight Employee ⭐️
March 27, 2025

This is amazing John!  Such a helpful tool for orgs with large numbers of engagements, especially if there are multiple users creating engagements.  Really helps to avoid that dreaded engagement fatigue!

John TAuthor
Contributor ⭐️⭐️⭐️
March 27, 2025

Thank you everyone for your kind words of praise.
Use it in good health.