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New Idea

Bring back Cockpit Calendar View

Related products:CS Cockpit & Playbooks
  • February 15, 2024
  • 9 replies
  • 147 views

darkknight
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Integrating CTAs to Outlook/Google calendar may have seemed like a great idea, but the execution misses the mark as it maps the entire CTA to a single day, whereas there may be multiple tasks associated with a CTA with different due dates.

CSMs loved the ability to view their Cockpit in calendar form from within Gainsight, and to this day still complain that (in addition to the point above) their Outlook/Google calendars are already cluttered with internal and external meetings, and makes it difficult to truly see what calls to action are on their plate day over day.

It also requires them to set up the syncing to the calendar via automation (which if not careful can OVERsync) or to manually sync CTAs over to their calendar, which takes more steps to complete rather than simply having a calendar-based view directly in Gainsight. The calendar-based view also made it easier for CSMs who are covering for another person out on PTO - they don't have access to the absent CSMs calendar.

The CSMs work their action items in Gainsight, so the CTA calendar solution should live in Gainsight. CSMs track and schedule their meetings through Outlook/Google Calendar, so it makes sense to have an integrated solution there like Gainsight Home Calendar.

9 replies

dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • February 15, 2024

If we’re asking CSMs to use Gainsight as the single source of truth, this should absolutely be a thing.

Our other calendars get so cluttered (other tasks, teammate schedules, etc.) there’s too much noise.

Allowing CSMs to navigate to a specific task from the calendar view would be awesome. 😀


romihache
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • February 15, 2024

💯!
And what @dayn.johnson said!


  • Contributor ⭐️⭐️⭐️
  • September 26, 2024

+1
We’ve only just launch our Gainsight instance and are already receiving this feedback @dayn.johnson  hit the nail on the head


TMaier
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  • Helper ⭐️
  • September 26, 2024

Calendar view in the old Cockpit was a big hit when I used it way back. Not everyone used it, but it was an option available to them and I’ve always appreciated Gainsight offering end users the ability to set up their workspace in ways that work for them. I personally used it and enjoyed it very much.


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • September 27, 2024

Calendar view in the old Cockpit was a big hit when I used it way back. Not everyone used it, but it was an option available to them and I’ve always appreciated Gainsight offering end users the ability to set up their workspace in ways that work for them. I personally used it and enjoyed it very much.

 

Woah, woah, woah. It was available in the old Cockpit?

Why are we depreciating (much loved) features in the name of progress?

To quote/paraphrase @gunjanm… “don’t tell us how to do our business!” 😀


im4tide
  • Contributor ⭐️⭐️⭐️
  • April 25, 2025

Just set up the CTA syncing for our CSM’s and the 1st ask was “can we sync tasks”. I didn’t even know that we missed the time when their was a cockpit calendar view. I’m crushed!


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • August 22, 2025

Hi ​@revathimenon ​@Kenneth R – can we get some product eyes on this? 

I wasn’t around when Cockpit calendar view was a thing, but for those of us trying to promote better task completion, allowing CSMs to see their tasks on a calendar overview and already be in the system they need to be in to complete them just makes sense. 🙏


revathimenon
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  • Gainsight Community Manager
  • August 25, 2025

Let me see what I can do ​@dayn.johnson 🙌🏼


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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • August 25, 2025

Just the CTA isn’t enough! We have CTAs created for lifecycle events sometimes months in advance (e.g. a Renewal), with many Tasks to complete along the way.

Without the ability to sync Tasks, our CSMs are leaning on creating Google Tasks in their calendar instead, and are not successfully adopting CTAs.