Gainsight Home vs Dashboards

We use our ‘Home’ page to drive the day-to-day business and the ‘Dashboard’ more for a holistic across entire CSM business for reporting. 

‘Home’ page is laid out for each CSM the same, but only show’s their book of business and the ‘Dashboard’ shows reporting for certain metrics for the entire team. 

I use Home for a quick-glance “Start here each day” look for an individual or a manager to see CTAs, Timeline Activity, portfolio stats like aggregate ARR and customer count.

I use Dashboards for more in-depth studies into certain subject areas. For example, I’ve built Dashboards revolving around NPS, slicing it by Industry, by Segment, by Region, by Product, by Date, by Responder Role, etc. Same for Business Reviews, where we wanted to analyze our Business Review activity from several different angles easily. That BR analysis doesn’t live as naturally on Gainsight Home as it does on a custom Dashboard.

I use Home the same way as @matthew_lind.  

As a CSM, I love the ability to customize GS Home. Our admins make A TON of dashboards but in reality 1-2 reports from 3 or 4 of them are most relevant to me, so I’ll put them on my Home and use it as the starting point for 90-95% of my work in Gainsight. So IMO a good dashboard will have good data to help a large group of folks however a good Home can pick and choose for each individual. 

Does anyone here have a good list that outlines what capabilities exist only in Home vs Dashboard and vice versa?

And for those that have optimised their Home, would you be able to share some tips?

As called out above, Home can be customized by the End User, but Dashboards can’t. And they serve different purposes, just like Matthew pointed out

Top of mind, I can think of these differences:

• Home has those OOTB widgets like Summary Ribbon, Portfolio, and Timeline + Calendar. BUT beware: The Cockpit widget pulls data based on the assigned CSM for the account rather than the actual CTA Owner
  The upside of these OOTB widgets is that they are actionable, for example, they can change a CTA status within that same Screen
• Filters in Home can’t be renamed, and they only apply to Company and Relationship objects. However, you can map your data in Dashboards as you wish, and set a filter name plus a description/tooltip
• The filter bar in Home hides and is sticky. More than once I’ve been reached by a CSM telling me "I have this renewal next Q but is not showing here” just to find that the account is being discarded by the last applied filter. Out of sight-out of mind  :/ 
• Copilot is connected to Home (see this)

About Optimizing your Home:

I think it will heavily depend on the end user role. This is our setup:

• For Admins: We have a layout featuring a general Overview alongside some critical Data Quality reports. These highlight instances where the data shows that something is not quite right, allowing us to start our day there. BTW, it would be super helpful to have something like this 
• For CSMs: Below the main OOTB widgets, we added a Rich Text widget packed with useful resources, both internal and external. This includes quick links to our Jira Portal, product documentation, GS Support, etc. Below that, we build out different sections containing the specific reports most relevant to their day-to-day.

I’m sure I must be forgetting something, but hope this helps!