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kate_green
kate_green
Helper ⭐️⭐️
June 20, 2019
New Idea

Section Headers in Dashboards

  • June 20, 2019
  • 12 replies
  • 224 views
It would be useful to have the ability to configure sections within a dashboard that you can use as sort of "page breaks" to split up components of a dashboard. Each section would have a header. For example, I am using a dashboard to show metrics around different parts of an onboarding process and I would like to split it into different sections based on what part of the process the metrics are pointing to. 1) Surveys Sent To Onboarding Project Owner, 2) CSM Assignment CTA's and 3) Sentiment of New Accounts

      12 replies

      darkknight
      darkknight
      Expert ⭐️
      June 20, 2019
      Love

      Jeff Kirkpatrick
        manmeet_dosanjh
        manmeet_dosanjh
        Helper ⭐️
        June 20, 2019
        +1 to this!

        I love this idea as well. I think it can make the user experience better as it would make the dashboards look cleaner and more professional or easier to navigate for CSMs.

          puna
          puna
          Helper ⭐️
          June 20, 2019
          +1

          Adding the option to format each section to have a different color background would be useful for differentiating each segment too.
            rakesh
            Gainsight Employee ⭐️
            rakesh
            Lets put your data to work!
            June 26, 2019
            Hi Kate,

            Thanks for posting! Agree that having section headers would help in arranging the reports better. I was thinking that instead of Section Header, a customizable text widget would be much more beneficial and flexible. For example, you can describe a report leveraging a text widget. How does this idea sound?

            kate_green
            kate_greenAuthor
            Helper ⭐️⭐️
            June 26, 2019
            It sounds okay. Do you mean something like this example below? I've highlighted what I consider to be section headers/text widgets in pink:



            Taking it a step further, though, being able to have clear sections (with different colored backgrounds or even simply thin borders) that you could expand/collapse 🙂 would help the end-user navigate the dashboard.

              dan_ahrens
              dan_ahrens
              Expert ⭐️⭐️⭐️
              June 27, 2019
              Can't like this idea enough!!

              VP of Customer Success at Forcepoint
                theresalucius
                theresalucius
                Helper ⭐️
                February 27, 2020

                This would be very helpful to guide our team to use the right filters as well, or provide more context into the dashboard. For example, in some cases we need to have the user “role” as the filter and we want to remind our managers that for their team, the filter they want to enter is “Enterprise Customer Success - East”. Thanks!

                Theresa Lucius
                rakesh
                Gainsight Employee ⭐️
                rakesh
                Lets put your data to work!
                April 7, 2020

                Hi All,

                Really like this idea and want to update that we are considering this for the reporting redesign that we planned in near term

                  nbonzani
                  Contributor ⭐️
                  July 27, 2020

                  Yes! This would help me to consolidate dashboards to ensure the information is explained properly and create a better UX for my team.

                  Justin Bills
                  Justin Bills
                  Helper ⭐️
                  December 18, 2020

                  Just adding my experience to this as well.  Often times CSMs have a lot of data to parse through on different reports.  Would be so useful to be able to label sections/headers with data that actionable vs. awareness data.   Would also love more flexibility with color coding backgrounds charts, etc. 

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