Gainsight Home feedback

@Jelle A drill-through experience for the Customer Health widget will be made available in the future. It will definitely contain the flow you mention.

Regards,

Shantan

Re-labeling global filters is still a top ask for us.  When using the menu selection, the end user needs to hover to see the full text.  We would prefer to abbreviate this to “CSM” or “Director” instead of having the full file path name displayed.

Also, the Timeline widget does not seem to respect the Global Filters.  I am seeing the Global Timeline view and it is not filtered for a specific CSMs accounts when filtering for CSM.  Same for the Cockpit view, it is not referencing the Global Filter in any way.

Hi @angela_domenichelli 

Timeline and Cockpit do filter for the filters. The filter on the top filters for Companies / Relationships and the timeline and cockpit widgets do show Activities and CTA’s for the same list of Companies / Relationships. 

Relabelling / more configurations on the filters is something that is on the roadmap, but thats coming after our 2 higher priority items → Multiple Gainsight Home layouts and Calendar widget in Gainsight Home.

Re-labeling is a higher priority than the other 2 from our perspective.  The global filters impact every user every time they access Gainsight Home.

The global filters are now working for Timeline & Cockpit, must have been a bug that day with Preview or UAT.  

One last question for @rakesh, once I Publish Gainsight Home, is it possible to un-publish?  Our UAT environment does not have enough data for our superusers to test, so I would like to do some off hours testing with them in Production before we are ready to make GA.  Thanks for your help!

No, its not possible to unpublish a published Home Angela. 

@rakesh asked: 

Different Home for different personas -

This is definitely one of the top items on the roadmap of Gainsight Home. Would love to hear more on some usecases here - which all persona? Are all CSM’s or flavours of CSM’s or are we looking at Manager / Exec persona?

Here is my two cents on that topic- within our CS department, we have different tiers of managers, CSMs, and CS support personas who all need to see different things. It would be great if we could configure the OOTB widgets to perform different actions based on needs. For example, the CTA widget on Home is designed to filter CTAs by Company→ CSM, not CTA → Assignee. These are a few example use cases I’m finding where this limitation causes issues

• Our support team who have no companies assigned to them won't see any CTAs in the widget, even if they have CTAs assigned to them to aid with CSM work
• CSMs who are doing work on larger cross-collaboration projects won't see the CTAs assigned to them because it's not on one of their listed companies
• Managers who have CTAs assigned to aid in the renewal process for CSMs won’t see those CTAs because again the company is not under their name.

This defeats the use of the CTA widget for anyone except CSMs. Would love to see either a change to the widget to have it pull from CTA→ Assignee, or an option to configure it to do that. Thanks in advance for considering this! 

 Please avail this opportunity to interact directly with the Gainsight Home PM (for registered users)

@rakesh Are there any plans to allow users to add or select from existing custom views in the timeline widget in Home? Currently it only shows the default view with no option to add any custom views. The C360 timeline allows custom views to be added which is lovely, but this limits the user to use these views on an individual account basis and not a holistic accounts basis. Bringing custom views to the timeline widget in Home would allow our users to see all of their entries based on their desired views instead of just seeing all entries created by them regardless of type, timeframe, etc.