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New Idea

Advanced filtering dashboards


manda.edmonds

I would love to see advanced filtering available on the dashboard filters.

 

Use Case:

 

A csm is monitoring all of their renewals from the renewals dashboard.  CSM wants to know view all data where they are the opp CSM or assigned opp owner.

 

Filter would be Opp CSM = (name) OR Opp Owner = (name).

 

This would greatly improve workflow.

 

There are other applications as well.  I want to see any account with a health score of under 50 OR that has ACV greater than $$.  It would allow improved visibility and flexibility to teams.

3 replies

matthew_lind
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  • 651 replies
  • April 8, 2024

I see 66 joiners for you on a similar idea over here:

Also, I’ve worked around this in a small way by using Gainsight Home, where one can use OR logic. It’s by no means a perfect work-around, but it may be good enough for some use cases.


manda.edmonds
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  • 11 replies
  • April 8, 2024

@matthew_lind Thank you so much!  I’ve upvoted the issue as well.

 

That would be great, but we cannot use reports that are not native to Gainsight on our Home dashboard.  We use Gainsight SFDC, and we pull a lot of reports from Salesforce and other locations as well (including custom objects that are not tied to a GSID) for our dashboards!


matthew_lind
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  • 651 replies
  • April 8, 2024

Ahh yes, you’ve got some reporting there that is best served on a Dashboard.

Don’t be timid about adding a Comment. That’s a nice way to share your own use case, and also to conveniently re-surface the item to the top of the active topics, where it might curry some more votes. 😎

 


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