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Gainsight Home - Independent Filtering for Attributes

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lauren_mintz
patti_arsenault
m_l_kuan
lisa.mirth
  • lauren_mintz
    lauren_mintz
  • patti_arsenault
    patti_arsenault
  • m_l_kuan
    m_l_kuan
  • lisa.mirth
    lisa.mirth

bradley

I have a KPI reports to show customers and one for ARR. Those are filtered to exclude test accounts and Inactive accounts. Those are also OOB Attributes for the Gainsight Home Summary Ribbon.

Unlike my KPI reports though, the attributes are completely unfiltered and show test accounts and inactive customers. This means that to use attributes you must pass them through Global filters that you may not otherwise need, because the other reports you’ve added to Home already have those filters baked in.

The current solution is just to use KPI widgets in the summary, but as mentioned here 

 

That’s a bit of a non-starter anyways, meaning the actual solution is just to not use the Summary Ribbon at all.

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Attributes feature in GS home page is misguiding metrics based on how we want to slice and dice the data. It is completed unfiltered and does not help.

CTAs, Accounts, ARR, CSAT, NPS - there could be data we do not want to cumulatively include and out of the black box solution is not helping filter them out. Admins cannot touch or edit or customize the attributes computation and it only making us not use attributes at all to start with!

 


heather_hansen
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  • November 19, 2024

@vvadas FYI



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