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travis_floyd
Contributor ⭐️⭐️⭐️⭐️⭐️
May 19, 2022 7:42 PM UTC
New Idea

Allow the same level of Global Filter configuration on Gainsight Home as is available for Dashboards

Related products:CS Gainsight Home

The limitations of the GS Home filters are now even more apparent now that we can have different GS Home Layouts and assign them to other users.  In the current configuration the Cockpit and Timeline sections of Gainsight home are filtered to the CTAs and TL Entries that are linked to the COMPANY objects that the user filter identifies.  If the User (CSM, TAM, etc) has CTAs or TL entries linked to companies outside that filter logic, they do NOT show up.  This became very apparent when we made a layout for our TAMs who support many customers where they are not the “dedicated” TAM on the account, and their CTAs and TL entries do not show up in GS Home.

Another issue with the limited configurations is the inability to apply a filter to a different data object other than Company or Relationship.  This makes it impossible to filter Data Designer data sets, or SalesForce Data sets like you can in the Dashboard Global Filters.  

I get that it is trying to make it simple, or easy, but limiting these options actually makes it HARDER on the Admin as they can’t manage the display of data for users acurately.

14 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
May 19, 2022 7:44 PM UTC

Ah!  Thanks for sharing, @travis_floyd!  I’m getting ready to roll this out, so this is good to know!

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sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
May 19, 2022 7:45 PM UTC

Related!

 

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Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
bradley
Expert ⭐️
Jun 23, 2022 8:32 PM UTC

All of these!

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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
Jan 23, 2023 6:21 PM UTC

@anirbandutta Can we get an update on this? Specifically for us, the CTA widget in Summary is causing some confusion.

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anirbandutta
Expert ⭐️
Jan 24, 2023 4:21 AM UTC

@Neha Gupta can you pl take a look

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It's an opportunity for engagement
Neha Gupta
Contributor ⭐️⭐️⭐️⭐️⭐️
Jan 28, 2023 1:29 PM UTC

@travis_floyd @heather_hansen @sarahmiracle @bradley We are looking into this . We will post an update soon.

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Gainsight Employee ⭐️
May 16, 2023 5:05 PM UTC

@Neha Gupta Any updates on potentially adding this feature in the near-term?

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darkknight
Expert ⭐️
Aug 31, 2023 8:01 PM UTC

@Neha Gupta we’re experiencing issues with this too. I’ve been asked about it so frequently I’ve had to put a text banner on Gainsight Home to explain the difference between Global Filters on Home vs. Dashboards.

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Jeff Kirkpatrick
Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
Jul 3, 2024 1:20 PM UTC

Would love to add custom object reports that are not linked directly to a Company (e.g. Company sits one level below under a lookup). But cannot do that because the system will claim the following:
 

If this restriction was designed with some specific Home widgets in mind - just leave the dependency exclusive to them and allow us to map the rest of reports same way we already can in Dashboards.

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alizee
VIP ⭐️⭐️⭐️⭐️⭐️
Jul 26, 2024 1:42 PM UTC

Any updates on this @Neha Gupta ? 

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The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.