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travis_floyd
travis_floyd
Contributor ⭐️⭐️⭐️⭐️
May 19, 2022
New Idea

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

Related products:CS Gainsight Home
  • May 19, 2022
  • 14 replies
  • 423 views

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

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    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    November 19, 2024

    ​@vvadas 

    0
      spencer_engel
      spencer_engel
      Expert ⭐️
      May 5, 2025

      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.

      I just ran into this when trying to add a Salesforce report to Gainsight Home. We even have the Gainsight GSID populated on the Salesforce Account object, but the GS Home config doesn’t even give me a chance to map it. Why is this a limitation? This does not have parity with the dashboard builder, C360 configuration, or a number of other admin areas in the product.

      0
        ltsponhour
        ltsponhour
        Contributor ⭐️⭐️⭐️⭐️
        July 3, 2025

        We’ve run into a problem with Home for CSMs who work cases and CTAs as part of a pool. Home shows only the CTAs and cases for companies to which they are assigned as the named CSM. They are not seeing cases and CTAs for companies they are serving as part of a pool. It’s confusing and keeps Home from being the one-stop shop they want.

        0
          dayn.johnson
          dayn.johnson
          VIP ⭐️⭐️⭐️⭐️⭐️
          July 8, 2025

          We’ve run into a problem with Home for CSMs who work cases and CTAs as part of a pool. Home shows only the CTAs and cases for companies to which they are assigned as the named CSM. They are not seeing cases and CTAs for companies they are serving as part of a pool. It’s confusing and keeps Home from being the one-stop shop they want.

          ​@kim_stone for vis. This is something we’ll probably want to talk about…

          Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
          0
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