Hello Team,
It will be great if the reports/attributes in summary ribbon enabled with the possibility of showing the drill down report. So that when a CSM view the home page, they can have a detailed and interactive info available when needed.
Hello Team,
It will be great if the reports/attributes in summary ribbon enabled with the possibility of showing the drill down report. So that when a CSM view the home page, they can have a detailed and interactive info available when needed.
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Hey@kumaranbcak , thank you for posting on Community. Seems like a great idea, however the PMs have to check the feasibility of this enhancement on their roadmap and get back to you.
Hi@kumaranbcak
For most of the widgets, the drilldown/detailed information is present right below the summary ribbon.
For example: For Company widgets, the information is present in the “My Portfolio Widget”. For the Scorecard widget, its detailed by My Portfolio and a Mass Edit report, etc.
Can you share if some information is missing here or a potential flow on how CSM’s might use this?
Hi@kumaranbcak
For most of the widgets, the drilldown/detailed information is present right below the summary ribbon.
For example: For Company widgets, the information is present in the “My Portfolio Widget”. For the Scorecard widget, its detailed by My Portfolio and a Mass Edit report, etc.
I disagree with the initial statement here, and I’m happy to walk through an example of this in more detail if you would like. Mainly, assuming that My Portfolio and/or Mass edit reports are going to be right below the summary isn’t always true, nor is that necessarily a compelling reason not to allow drilldowns from the summary.
For the summary to be of any use to our end-users we would need to either be able to:
Why are those actions important for our users?
The summary has lots of great potential, but with the premise of Gainsight Home being a tool to improve CSM workflows, it still has some room to improve to really demonstrate that value in my opinion.
I would agree with all the above. I have yet to really customize Gainsight Home for this reason. My users were hoping it could replace some dashboard reports, and without the drill down, it just can’t.
The attributes in the summary ribbon are simple counter intuitive and not usable. It shows snapshot information without the ability to drill down. And what is point of summary if I have to show the reports in the home page anyway! I prefer to use the space for other reports that require detailed layout in the space.
Hi@bradley … thanks for looping me on the Gainsight Home set of Ideas. Helped me summarize the feedback for the PM team today.
Related post here:
Just following up here to see if there has been any additional follow up. Having the ability to drill down is important for our teams as well and would help with Gainsight home adoption. I agree with all of Bradley’s points from his comment a year ago and agree that while the drill down reports are available it doesn’t mean they will be placed right below the ribbon or that we will even include those in each home profile. Having to include a drill down report in the home screen for each of the summary reports also adds clutter to the Home screen.
Let me know if I can provide any additional information.
Hi Team, Happy to update you that this is currently being planned, We will share with you the designs once they are fixed.
disappointed to see that this was marked as “Planned” and still not included in the latest updated Gainsight Home release.@pgeorge do you have any more insights on why this was missed when Gainsight overhauled and released a new Home Beta?