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About a year ago I joined Gainsight CS Ops, and took over managing Journey Orchestrator in Gainsight’s own instance. As this is one of the most mature, highly used Gainsight orgs, I found out that Journey Orchestrator was highly utilized, but not actively managed. Programs were created, but there wasn’t a coordinated effort to stop programs or manage the active program count. 

I needed to figure out more information about my JO instance so that I could make informed decisions on how to identify stale, active programs in order to get the active program count into a more manageable state.

My solution was to do a reporting deep-dive into Journey Orchestrator and start building reports off of the Advanced Outreach object to get program count/status/type info.The JO Admin dashboard that I created (and have since replaced) is still the primary resource I use to schedule, and track active JO programs, and what I use to identify older programs that aren’t actively sending. 

Here are the build parameters for some of the reports discussed below:

Other Queue Management Reports using different objects:

Video Recaps: 

 

 

 

That’s Awesome. Thank you Dan for sharing.

Now, who are the 2 people you’d like to nominate 😊


Thanks Anirban! I’m still trying to figure out who to tag. 


Ohhhhh that’s great, thank you Dan! Deffo something to steal and implement.


@alizee it’s not stealing if offered freely! The main thing that I’ve found with JO reporting is that once you have a working example, it’s easy to pivot that working approach to any number of other metrics/relevant areas of focus. It just takes a lot of thinking, trial and error and coffee!


@dan_wiegert The links don’t work anymore 😞 Can you re-share please?


How am I just now seeing this?!? Absolutely 🔥, @dan_wiegert!

Bookmarking this one as I start planning my own dashboard.


How am I just now seeing this?!? Absolutely 🔥@dan_wiegert!

Bookmarking this one as I start planning my own dashboard.

SAMEEEE!!!

Such a pity that the links no longer work, but as the criteria is in the post, no harm no foul 😀


All of the report links have been updated to a format that won’t expire, and each screenshot is from my current working version of these reports. I also added an updated recap video. 


Awesome! This is really really helpful 🙂 Thanks for the updated vid too!


This is really great and inspires me to get some new reporting together for auditing other areas of Gainsight!


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