Cockpit Collapse - Expand All

We also have users asking for this functionality, expand/collapse all groups. 

First post here. Was linked by a peer. We run Gainsight NXT within SFDC. (Lightning, if it matters.) 

Speaking as a CSM, I typically have (2) Cockpit tabs open due to the lack of this functionality. Consider the following Cockpit view options: Due Date & Company > Relationship. 

• Due Date shows all open CTAs, across all customers in chronological order.
• Company > Relationship provides a longer term view of individual relationships. 

While I might spend 70% of my time in the former, as it ensures timely action, I easily spend 30% of my time in the latter. The Company > Relationship view helps me keep customers better informed and drive longer term initiatives. It also reduces the volume of email I have to send, as I can mention multiple things in a single email, instead of waiting for multiple CTAs to come due on the same date. 

Compare, “Yes, we can modify that report to suit this need” to “Yes, we can modify that report to suit this needs AND we could also modify these others while we’re at it, setting us up for success with that other initiative we discussed for next quarter.” 

I have >40 accounts, representing >120 relationships, each with 4-40+ outstanding CTAs. A third to a quarter of these CTAs are auto-generated, so being able to quickly review the backlog when responding to ad hoc requests helps keep me out of the weeds. 

Absent a collapse/expand all button on the Company > Relationship view, I have to manually collapse >40 CTA groups (by company) a dozen or so times a week in order to make the view usable. I try getting around this by using two browser tabs, but I’ll invariably click out of the view for something, or come back to it and find the page reloaded on its own and then I have to all the way through the page again, top-to-bottom, collapsing >40 sections. 

It’s a distracting waste of time. Customer Success is all about keeping the big picture in mind in order to shepherd customers to positive business outcomes. But nevermind that—one SaaS worker to another, how often do you want your customers having to make more than a couple clicks on a screen after implementation?

“Lazy loading” items below the fold is fine. Adding this functionality would deliver a 10X benefit to end users. Please and thank you. 

Is this on the roadmap yet? A sticky collapse would make cockpit navigation easier for our team.