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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

    Contributor ⭐️⭐️⭐️
    August 21, 2019
    I see that, per your comment, this is available for Gainsight NXT.

    Are there any plans to implement this feature in the Salesforce Integration as well?