Gainsight Home Filters

Forum|Forum|11 years ago
February 27, 2015
13 replies
213 views

We have heard from a few customers that they would like to have the option to apply a filter to the entire Gainsight Home Page (instead of each container one at a time). Tell us what you think by voting and commenting.

Released

elaine_cleary

Helper ⭐️⭐️

A global filter for dashboards would be extremely valuable! I've heard several common use cases -- like filtering a dashboard for just one CSM or filtering for just a specific Industry as an example. This would save both time and extra clicks as well as potentially minimize the number of dashboards that you need to create. Any one have other common use cases for a global filter on a dashboard?

annie

Contributor ⭐️⭐️⭐️

second this - it will be very useful. Currently I create a standardized dashboard template and our team leads (focusing on different client segments) will go in their instance and tailor the filters in all charts to their own segment. Going forward, each team lead would also want their team to replicate the filter. a global filter will be much easier to use and for the entire org to adopt.

Also, I hope this global filter you're talking about is not limited to one field but a filter combination. Thanks.

sumesh

Helper ⭐️⭐️

This is one of our roadmap items and will be implemented soon. Stay tuned for further updates.

jeremy_goldsmith

Contributor ⭐️⭐️

While we love the fact that you released global dashboard filters - they don't currently work if you have a UI view on the dashboard - which we have on most of our dashboards. We especially like the Scorecard UI view. Can you modify the dashboard filter functionality to allow it to work with UI views?

tom_wix

Contributor ⭐️⭐️⭐️⭐️⭐️

went to use this feature today and found out the "UI" limitation.

john_nunziati_612357

Contributor ⭐️⭐️⭐️

This is also a big problem for us, as most of our dashboards have a UI view on them. Would it be possible to allow global filtering on Dashboards with UI views as well? This would be really helpful.

allastair_meffen

Contributor ⭐️⭐️⭐️

Currently have global filters on my SF dashboards and would like to move those over to the Gainsight homepage but not having the ability to do with UI views will make that impossible. That will mean that management will still have to flip between SF and Gainsight for all the information we need on the team and customers.