PX: Calendar view of engagements

We would really like this. As we get more sophisticated in our personas for onboarding, it is going to be very difficult to figure out what engagements that a given user will see, as they’ll be taking different paths. As soon as you start sharing some engagements across journeys for different personas but not others, it will become very hard to determine in Gainsight what an individual user will see.

One way to do it might be something like the Preview tab on the Schedule section of Engagements. You could choose a set of filters / segments and a start date for a user, and then preview the sequence of engagements for the user. I know some engagements are only filtered based on segment matches on certain times, but you could probably come pretty close. This would allow us to then analyze how onboarding journeys would happen for individual personas, which is the level at which we view the onboarding journey.