Skip to main content
  • Home
  • Ideas
  • New In-Line Editing (Company, etc) Ideas

LOVE that this is finally available, love that it is controllable at not only the report but also the field level. However, here is some feedback, in order of priority:

  1. Restricted to tabular reports only, e.g. not drill downs. This limits our usability greatly. There’s a tradeoff to be made here on dashboard cleanliness.
  2. Still not possible on Scorecard widgets. This creates a huge disconnect since we especially need editability to be all connected with Mass Edit reports. That’s literally the point. 
  3. Not possible on row-grouped reports. Maybe for the field that is enabled for row grouping, I could understand. But why not for the other columns? Because the report grouping and sorting may not be live-updateable anymore? 

@ChiragJ FYI on #2 here

This needs to be amplified x1000 especially #2

  1. Still not possible on Scorecard widgets. This creates a huge disconnect since we especially need editability to be all connected with Mass Edit reports. That’s literally the point. 

Use Case: Create a single report that includes the key fields CSMs are responsible for maintaining (CSM Sentiment, Renewal Outlook, Priority Account...). 

User Story: As a CSM, I have one single place to go to make account-level field updates.

This needs to be amplified x1000 especially #2

 

Ampli-fied (as noted by Ampli-tude). Made me chuckle, but use case + user story are 💯

This needs to be amplified x1000 especially #2

  1. Still not possible on Scorecard widgets. This creates a huge disconnect since we especially need editability to be all connected with Mass Edit reports. That’s literally the point. 

Use Case: Create a single report that includes the key fields CSMs are responsible for maintaining (CSM Sentiment, Renewal Outlook, Priority Account...). 

User Story: As a CSM, I have one single place to go to make account-level field updates.

 

We’re changing how we use Relationships, and I would amend this user story to be “...Company *or* relationship-level field updates”.

Also, if I’m being honest, this is one of the main complaints I’ve had from users *in general* about Gainsight - you have to go to a bunch of places to do any one process, because everything is scattered.

Imagine trying to explain to your users “you can edit *this* attribute here, but you have to use the nearly identical report below it to edit the other X Attributes”. It doesn’t make sense and is honestly a pretty critical platform issue for user adoption ​@revathimenon ​@ChiragJ ​@dstokowski 

Terms & ConditionsCookie settings