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gunjanm
gunjanm
Expert ⭐️
August 26, 2024
New Idea

New In-Line Editing (Company, etc) Ideas

Related products:CS Reports
  • August 26, 2024
  • 5 replies
  • 160 views

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? 

    5 replies

    bradley
    bradley
    Expert ⭐️
    August 27, 2024

    @ChiragJ FYI on #2 here

      sarahmiracle
      sarahmiracle
      VIP ⭐️⭐️⭐️⭐️⭐️
      October 24, 2024

      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.

      Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
        dayn.johnson
        dayn.johnson
        VIP ⭐️⭐️⭐️⭐️⭐️
        October 24, 2024

        This needs to be amplified x1000 especially #2

         

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

        Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
          bradley
          bradley
          Expert ⭐️
          November 26, 2024

          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 

            mr255405
            mr255405
            Helper ⭐️
            February 21, 2025

            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.

            Continued development of in-line editing capabilities is something that would greatly benefit my org as well!

            Our consistent thread over here is getting CSMs out of self-managed Google Sheets for account tracking and updates. If we could do more in-line editing across the features in Gainsight then I think we would take a giant step forward in getting those details accessible in Gainsight and finally delete the spreadsheets. 

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