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New Idea

Ability to natively embed Staircase reports into Gainsight Dashboards

Related products:CS Data Management & IntegrationsCS ReportsStaircase AICS Dashboards
  • January 16, 2026
  • 4 replies
  • 51 views

ajprince
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  • Contributor ⭐️⭐️⭐️⭐️

As an admin, I’d like the ability to natively embed Staircase reports into Gainsight dashboards. I don’t like that we have to create separate dashboards in two Gainsight tools, or direct users to go to two separate places, to solve the same user need.

This is primarily focused around CSM & Manager’s Dashboards, but can be used for other use cases.

Here are a few use cases:

  • Including Team Stats report for Managers
  • Add Churn Risk event reports into both Manager’s and CSM dashboards
  • Highlight positive sentiment signals to managers
  • Adding Risk & Expansion analysis reports for both Managers and CSMs
  • Adding Churn Analysis into Executive Dashboards
  • Including Missing Contacts, Data Sync, and System stats into Admin dashboard

4 replies

bradley
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  • Expert ⭐️
  • January 16, 2026

Actual integration is one of the main questions I had at a previous org when we were considering getting Staircase and I was told my request was basically a request of time as I’d “just be checking a box” - these types of things are exactly why I wanted to do a POC with CS and Staircase integrated.

This type of limitation is a big miss for users, and not something you’d easily find out before you bought, without trying it.


dcassidy
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  • Helper ⭐️
  • January 20, 2026

Tossing my vote on this pile. 
For context, we’ve got a new COO, who’s heard great things about Gainsight and Staircase - but he dislikes the clunkiness of going between the two apps - making him far less likely to adopt. If we could make him one overarching dashboard with reports from both, we’d make his day.


mobrien14
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  • Helper ⭐️
  • January 21, 2026

We’ve not yet purchased Staircase (have ongoing discussions) but this is already something we’ve heard as critical for our leaders. Not having the ability to incorporate reports into their standard workflows is likely to slow adoption & usage, so this is ideally something we’d like to see addressed sooner.


Molly.McQ
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  • Helper ⭐️
  • January 21, 2026

Yes! With the CS platform designed to function as a unified CRM, platform hopping is a burden on users. This is particularly relevant when considering less familiar users who rarely operate in Staircase but rely on these insights to drive strategy, customer experience, etc.

Similarly, the duplication that’s required to surface the same insights in both (integrated) systems is unnecessarily burdensome. Not only does it take time to duplicate the reports, this also introduces data alignment risks as changes from Staircase (SOT) are not carried over, requiring manual maintenance. This would be a significant admin quality of life improvement; admins and ops teams have far more impactful work to focus on.