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#2minhowto: What does basic Journey Orchestrator queue management reporting look like?


dan_wiegert
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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: 

 

 

 

11 replies

anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • June 26, 2023

That’s Awesome. Thank you Dan for sharing.

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


dan_wiegert
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  • Author
  • Gainsight Employee ⭐️⭐️
  • 71 replies
  • June 26, 2023

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


alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 646 replies
  • June 26, 2023

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


dan_wiegert
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  • Author
  • Gainsight Employee ⭐️⭐️
  • 71 replies
  • June 26, 2023

@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!


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  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • July 3, 2024

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


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 624 replies
  • July 3, 2024

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

Bookmarking this one as I start planning my own dashboard.


romihache
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 412 replies
  • July 5, 2024
dayn.johnson wrote:

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 😀


dan_wiegert
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  • Author
  • Gainsight Employee ⭐️⭐️
  • 71 replies
  • September 16, 2024

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. 


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  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • September 16, 2024

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


kstim
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  • Helper ⭐️⭐️
  • 236 replies
  • September 23, 2024

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


Carol_Keyes
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  • Helper ⭐️
  • 34 replies
  • January 15, 2025

I know this post if from a year ago but I just wanted to say that I found it really helpful in just getting started. I was able to build a dashboard in an afternoon, then customize what is important to me and my business. Thank you so much for sharing and I hope we can see more of these in the future. 


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