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kaycee
kaycee
Contributor ⭐️⭐️⭐️
June 21, 2016
New Idea

Global Filters for Cockpit

  • June 21, 2016
  • 31 replies
  • 412 views
There's a way to filter the Cockpit using Advanced Filters, which is great, but it would be nice to be able for Admin users to apply a global filter that would show on all other users' views (like a report). 

We have a current use case where customers go through a series of linked CTAs/Tasks, but we would like to filter out customers that churn during the process. This currently isn't a capability that can be done via a global filter, and would require all users to apply the filter themselves. 

      31 replies

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      manmeet_dosanjh
      manmeet_dosanjh
      Helper ⭐️
      May 16, 2018
      Yeah same here! 
        cmultanen
        cmultanen
        Helper ⭐️
        June 20, 2018
        This would be super helpful for us as well, particularly the ability to create views by team (i.e. region, role, etc)
          matthew_weinreb_adccf1
          matthew_weinreb_adccf1
          Contributor ⭐️⭐️⭐️⭐️
          July 9, 2018
          This would be very helpful from an Admin standpoint. I just had an hour long call with 5 different CSM managers where I had to walk them through the creation of a view and ensuring they got all the filters and the And/Or clauses correctly.

          Would be great if we could just push this similar to dashboard and UI views.
            johnpaul_dicks
            johnpaul_dicks
            Contributor ⭐️⭐️⭐️
            July 17, 2018
            Hi There, is there any update on the status of global filters? It would be a huge benefit to our org to be able to apply global filters for cockpit views.
              faust_belarmino
              faust_belarmino
              Helper ⭐️⭐️
              July 17, 2018
              We're adding more and more CSMs in Gainsight. This would be FANTASTIC... instead of taking up training time to create the filter...
                danny_hallgren
                Gainsight Employee ⭐️
                danny_hallgren
                Gainsight Employee ⭐️
                August 12, 2019
                I see this topic is still marked as "planned".

                Is there any ETA on when this will be available?

                I have several customers who could really benefit from this.

                Basic Use Case

                Multiple CS Teams Working their BoB in different ways, and need to see different views (filters and columns). Currently, rolling this out to each individual CSM by documental instruction, classroom training, or even the admin doing it for each CSM is very time consuming.

                Having the ability for an admin to create each view and making them available for different teams would be huge.

                  dan_ahrens
                  dan_ahrens
                  Expert ⭐️⭐️⭐️
                  August 12, 2019
                  Global Cockpit views will be shipping as part of the August release (Aug 13) but will only be available on Gainsight NXT. There are some technical challenges to do this in Gainsight SFDC edition, and it is not on the plan to release this functionality for SFDC edition.

                  VP of Customer Success at Forcepoint
                  faust_belarmino
                  faust_belarmino
                  Helper ⭐️⭐️
                  August 12, 2019
                  @dan_ahrens Awww man. That's very disappointing to hear that it won't be rolled out to Gainsight SFDC. 😞 😞 :(

                    darkknight
                    darkknight
                    Expert ⭐️
                    August 12, 2019




                    Jeff Kirkpatrick
                      rakesh_lingala
                      Helper ⭐️⭐️⭐️
                      August 21, 2019
                      Hello Everyone!



                      Happy to announce that your request has been considered and included as part of Gainsight NXT v6.5 release. You can find the relevant information in our Gainsight NXT v6.5 Release Notes.



                      Due to this enhancement, the 'Configure CTA Detail View Layout' article is updated.



                      Thanks for posting!

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