Skip to main content
Contributor ⭐️⭐️⭐️
Mar 24, 2020 4:09 PM UTC
Solved

Gainsight reports on Salesforce dashboards?

Is it possible to show visualizations of Gainsight reports on Salesforce dashboards? For example, we have pie charts in GS showing what % of our ARR is in RYG health and it would be ideal to have this on a SF dashboard so the wider business can see how our customer health is performing.

We also track number of customer interactions (activity timeline entries) per week through a GS dashboard and it would be great for the wider business to see how this is trending so they are aware of how engaged the customer base is currently.

Open to suggestions or alternative ways of doing this! TIA

rakesh
rakeshAnswer
Lets put your data to work!
May 5, 2020 9:13 AM UTC

Its not possible to do this today Emily. However, this is a good idea and I will explore technical possibilities on this front. 

 

Meanwhile, one workaround which exists is loading to SFDC objects the exact report data (Typically aggregated data) and creating SFDC reporting on Gainsight data. Does this alternative work for you?

1 reply

rakesh
Gainsight Employee ⭐️
rakeshAnswer
Lets put your data to work!
May 5, 2020 9:13 AM UTC

Its not possible to do this today Emily. However, this is a good idea and I will explore technical possibilities on this front. 

 

Meanwhile, one workaround which exists is loading to SFDC objects the exact report data (Typically aggregated data) and creating SFDC reporting on Gainsight data. Does this alternative work for you?

Translate