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    6164 Ideas

    Gainsight Employee ⭐️
    achamariaGainsight Employee ⭐️

    Hierarchical ARR RollupNew Idea

    Use Case: They aimed to aggregate the Annual Recurring Revenue (ARR) for each level by summarizing the figures from subordinate companies up to their parent companies, continuing this process through consecutive levels until reaching the top parent. Solution: Automating the aggregation of Annual Recurring Revenue (ARR) across four hierarchical levels is not feasible with a single rule/data designer. This is because each level must be aggregated sequentially, starting from the lowest, to accurately calculate the totals for the parent company along with its subordinate entities.A rule chain had to be created consisting of 3 independent rules to achieve the ARR Rollup.  Rule 1:Step1: We are fetching the data where the Companies do not have a parent company by using the filter Parent Company GSID is Null.  Step 2: Again, fetching the data where the Companies have a parent company by using the filter Parent Company GSID is not Null.  Step 3: Merging the above data sets to get the 1st set of Parent-Child Companies. Step 4: Merging the data from the merge (Step 3) to the company data from Step 2 to get 2nd set of Parent-Child Companies. Step 5: Merging the data from the merge (Step 4) to the company data from Step 2 to get 2nd set of Parent-Child Companies. Step 6: Transforming the data of the above merge (Step 5) to get the aggregate ARR of the child companies. Step 7: Creating an action on the transform (Step 5) to load the aggregated ARR to the Company ARR. Rule 2:Step1: We are fetching the data where the Companies do not have a parent company by using the filter Parent Company GSID is Null.  Step 2: Again, fetching the data where the Companies have a parent company by using the filter Parent Company GSID is not Null.  Step 3: Merging the above data sets to get the 1st set of Parent-Child Companies. Step 4: Merging the data from the merge (Step 3) to the company data from Step 2 to get 2nd set of Parent-Child Companies. Step 5: Transforming the data of the above merge (Step 4) to get the aggregate ARR of the child companies. Step 6: Creating an action on the transform (Step 5) to load the aggregated ARR to the Company ARR.Rule 3:Step1: We are fetching the data where the Companies do not have a parent company by using the filter Parent Company GSID is Null.  Step 2: Again, fetching the data where the Companies have a parent company by using the filter Parent Company GSID is not Null.  Step 3: Merging the above data sets to get the 1st set of Parent-Child Companies. Step 4: Transforming the data of the above merge (Step 3) to get the aggregate ARR of the child companies. Step 5: Creating an action on the transform (Step 4) to load the aggregated ARR to the Company ARR.  To accurately populate the aggregated ARR for each respective parent company, all the above-mentioned rules must be executed in the proper sequence. Conclusion : The implementation of the ARR roll-up hierarchy has established a structured method for accurately aggregating Annual Recurring Revenue at multiple hierarchical levels. By ensuring that each level is aggregated sequentially, starting from the lowest tier, we maintain precision and integrity in our financial summaries. This organized approach allows parent companies to have a comprehensive view of total revenue, reflecting the contributions from all subordinate companies. The sequential execution of rules is pivotal for this system, and adherence to this process ensures that revenue data is consistently accurate and reliable. Ultimately, this refined hierarchy facilitates enhanced financial oversight and robust strategic decision-making. 

    0
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    People Maps -> Show Influencers in MapsNew Idea

    Our team has just started utilizing People Maps.  It would be great to see the Influencers actually show up in the map in the map versus having to click to view them.  Perhaps with a different visual indicator if there is not a direct report relationship.

    0
    heather_hansen
    Forum|Forum|2 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Allow Past Events to be rescheduledNew Idea

    I tried to edit the date/time for a past event, but those fields were disabled in Control. I’d like to be able to do that, when necessary. Use case: An event was postponed. You want to keep the same registrants, but update the date/time after the original time has passed. 

    0
    DannyPancratz
    Forum|Forum|2 years ago
    Maria IExplorer ⭐️⭐️⭐️

    Ability to add column filters in the Program Portfolio WidgetNew Idea

    Would be great if for every column in the Program Portfolio widget there’s an ability to filter. Global filters are great but sometimes our end users just want to work within the widget itself.  This would make it easier for end users to filter out what they are looking for specifically. We use the Program Portfolio page as a way for CSMs to see their entire book of business and give them the ability to mass edit certain fields. If they can’t filter things out easily it makes it difficult to execute that workflow (among other things).  

    1
    Forum|Forum|2 years ago
    kgodisela
    Gainsight Employee ⭐️
    kgodiselaGainsight Employee ⭐️

    In Activity Sync GS to SF and with Salesforce Timeline Integration, External Attendees mapping should be configurable to other Task FieldsNew Idea

    In Activity Sync from Gainsight to Salesforce configuration and in Salesforce Timeline integration job, we have few standard fields set by default which can not be edited.Currently in Activity Sync, External Attendees is mapped to Name field ( Name of the Attendees) and in SFDC integration job, Name ID is mapped to External Attendees.The External Attendees field should be configurable/editable in both the sync configurations, so that customers can map it to the required Task field as per their use case.e.g. One of our customer wants it to map to Salesforce Customer Contact Name. 

    0
    kgodisela
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Expand dropNew Idea

    Hi there,In Dynamic JO, upon mapping a survey email template to the survey step, I’m faced with this. I have a huge white screen, with a tiny selection dropdown which doesn’t allow me to see more than the first few characters of my template name, which do follow a naming convention. There’s plenty of space on that screen that would allow for the selection dropdown to expand so we wouldn’t have to hover over each item to figure out which email template it is. These kind of elements should be larger so we may easily interact with them, especially that there is plenty of space to expand the dropdown over the area. It would be a lot more usable. A

    1
    alizee
    Forum|Forum|2 years ago
    TMaier
    TMaierHelper ⭐️

    Show SFDC Object API Names in Report BuilderNew Idea

    Hello! I’m working on some reporting from SFDC sources this morning and hit a recurring issue that I’ve always just muscled my way through in the past: object names. Specifically, Report Builder always shows the Label for these vs the API Name. This is an issue because many (I assume) SFDC orgs have several copies of the common objects with identical Labels. What would be really helpful would be a mouseover tooltip displaying the full API name for each. This would allow me to figure out which “Case” or “Quote” I want without painstakingly loading each to compare the fields until I find my target.

    2
    darkknight
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Fix top padding in Survey Section BlockNew Idea

    Hi there,I have noticed a CSS/HTML issue in section blocks in the CS Survey module which is - while a minor issue - an annoying design inconsistency as we cannot customize the CSS and HTML of surveys a lot. Section Block in Edit Mode - there is no space between the top of the section content box and my first line of text. The space shown on screenshot is only visual. Section Bloc on Survey Front-End - There is right and left padding, but there is no padding at the top of the block and the text is too close to the border. Padding in section blocks needs to be consistent on the 4 sides of the section block for a consistent style. The lack of top padding really looks like we rushed through the setup of the survey.Yes it’s minor. But it’s a quick fix for better looking surveys. Thanks A

    0
    alizee
    Forum|Forum|2 years ago
    ColinFContributor ⭐️

    Show File Being Replaced on the "Replace Media Asset" screenNew Idea

    There have been so many times when I’ve had to back out of the “Replace Media Asset” screen because I’ve second guessed myself and wasn’t sure if I had clicked on the correct file.  It would be incredibly helpful to have the file name that is being replaced displayed at the top of the screen, it would help me whenever I do replace files in my Media Library and will help to save time by preventing me from accidentally uploading over the wrong file.

    0
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    C360: Improve widget flexibilityNew Idea

    It’s really tough sometimes trying to make C360 layouts align. Report Widgets are limited to how far they can shrink, which makes it impossible to put two Report Widgets side by side with the Customer Cheat Sheet (also shrinks to a fixed width) next to it. So the layout always ends up having some white space and or reports that are unnecessarily wide. Interesting that dashboards don’t have this restriction. Also, give us the flexibility to control font size in the Widget Labels as well as what the widget content displays so we can introduce a little uniformity. Also, I don’t need my C360 yelling at me when I expand the view.  

    6
    kstim
    Forum|Forum|2 years ago
    romain
    romainContributor ⭐️⭐️⭐️

    Gainsight GONG Integration User ManagementNew Idea

    When GONG is connected to Gainsight, new users get created when a call is sync to timeline when the user is not found.That new user is created with a default ‘internal collaborator’ but some attributes found on the GONG user like user role and user ID are not brought in.Moreover, user created by the GONG connector can’t be identify from a report, only from the admin > user settings where there is a drop down that filter the user list by source.Add role and GONG user ID, and other available data to the GONG connector created Gainsight user. More advanced connector job would be welcome, so we may prevent the creation of duplicate users that have a different username and email between systems like SFDC, Slack and GONG. Add the source of the user created; like we can see with activities. Timeline integration filter only apply to the Host, and not all attendees. Having attendees filter would be a plus. 

    0
    romain
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    GurijalasaikiranGainsight Employee ⭐️

    Every time (Paywall) qualification scope for the survey engagements.New Idea

    Hello Team,Can we have the Every time (Paywall) qualification scope for the survey engagements.We have a scenario where, after a user clicks on a button, a survey should pop up. If the user closes the survey by clicking the ‘X,’ the survey should close. However, when the user clicks the same button again, the survey should reappear.

    0
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    pranaykundarapu
    Gainsight Employee ⭐️
    pranaykundarapuGainsight Employee ⭐️

    Sorting Data from Latest to Oldest value in Pivot reportNew Idea

    Hi Team,The current functionality of the pivot report sorts data in descending order, from the oldest to the latest date. Unfortunately, the ability to save the sorting order as descending from the latest date to the oldest, is not available at this time. However, the customer has requested the option to save reports with the sorting order set from the oldest to the latest date.

    0
    pranaykundarapu
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    rajasekhar_parasu
    Gainsight Employee ⭐️
    rajasekhar_parasuGainsight Employee ⭐️

    How to find the skipped rulesNew Idea

    A rule chain was scheduled run every day at 6 AM. but unfortunately, it didn’t ran on 3rd Feb.But customer observed the same after 30 days. It could be great if we have a feasibility to know the list of rules which didn’t ran on a particular day.Currently, we can get the notification for failure/Success rule status but we don’t have an Option to get notified for skipped rules. It’s difficult for customer to check manually for every day. 

    8
    darkknight
    Forum|Forum|2 years ago
    jenlpro
    jenlproHelper ⭐️

    Allow delimiter selection when writing to multi-select picklists in Rules EngineNew Idea

    By default, we can only write to multi-select picklist fields successfully using semicolon-delimited string values. However, when integrating data from external systems or from CSV files, oftentimes we receive the data as comma-delimited. It would be wonderful if there was some day to do either of the following in HRE:In your Action step, when mapping to an MSPL field, select delimiter type from a dropdown Build some kind of custom formula or action in Transformation step of Data Setup to allow you to convert string fields based on delimiters - maybe using the logic behind “Split text to columns” and then using a “Concatenate” formula, similar to how we would do this in Excel or GSheetsOption 1 seems like the most straightforward way to solve for this issue, but I’m open to any alternative solutions that achieve the same result - being able to write to MSPLs from strings that are delimited by something other than a semicolon.EDITING TO ADD: There are some other great suggestions for improving MSPL functionality as well that I want to highlight here since they’re related but not exactly the same: 

    3
    Forum|Forum|2 years ago
    bfoleyHS
    bfoleyHSContributor ⭐️⭐️⭐️⭐️

    Consistent Record Count Experience in Dashboards, Reports, & Drill DownsNew Idea

    In the August 2024 release, pages and the limited number of records therein were removed from reports.As a result, in report or dashboard drill downs, it’s no longer consistently clear how many records are included in the results. With infinite scroll, this record count / show total records is no longer visible, and now we have a highlighted number at the top, but it isn’t really clear what this number is. See below chart drill down.It is however visible in the report builder itself with an indicator that it is the total number of records, now at the top right of the window in report builder. But this is not how the behavior works outside of report builder.On dashboard tabular reports, you get do get the same little icon that shows the number of records (below 31), but it isn’t explicit what this means.Is it possible to make this experience consistent across report builder, dashboard/report drill downs, and tabular reports?

    1
    Stuart
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Select Tasks for Cascade Add aka Advanced Cascade AddNew Idea

    User Story: As an Admin, I would like the ability to control WHICH subsequent tasks field(s) are cascade added to in a Rule or DD so that I don’t have to manually add/remove a field where it is not desired after the fact in the cases where a complex design means adding to every fetch would cause issues. Background: There are times though that I have a complicated design where adding a field to ALL subsequent tasks would be a disaster. This means I have to add it and say ‘no’ every time, or I say ‘yes’ once and then delete it where I don’t want it. Either option is a pain. Ask: I would really like the option to control what field(s) go to which fetches when I add something higher up in the hierarchy - an “Advanced Cascade Add” option, if you will. Keeping the default of “add all” is totally fine, but the ability for more advanced control would be amazing. This would be something that should be across anywhere this type of infrastructure is used: Horizon Rules, Data Designer, Advanced/Dynamic JO Queries or whatever.

    2
    dayn.johnson
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Customize Create CTA Window by TypeNew Idea

    Especially with the new Cockpit Redesign, it would be ideal if we could:Customize what shows in the Create CTA window Customize open mandatory fields I know this works a little differently where if you require a field on CTA object, every existing record must have that field populated. This is silly also, and should be replaced with ,“if that old record gets updated, require that field to be populated”.  The existing functionality of close mandatory fields on a CTA has very limited use cases. Allow this customizability by CTA TypeWe have plenty of customizability on fields etc that are associated by lookup and association such as Status, Reason, etc. But those are more about data organization; this is about the end user.

    1
    benwanlessmenlo
    Forum|Forum|2 years ago
    john_apple
    john_appleExpert ⭐️

    Customize Survey section of C360New Idea

    Currently, the Survey Section of C360 is standard OOTB with no option to modify.I would like to be able to reorder the subsections (NPS, CSAT, Survey Response) and/or hide subsections. We have not a NPS Survey in over 6 months so that subsection is always blank and unfortunately appears first in the layout.

    0
    john_apple
    Forum|Forum|2 years ago
    chriscuss_unity
    chriscuss_unityContributor ⭐️⭐️

    Ability to import Gmail signaturesNew Idea

    It would be very useful to enhance GainSight's current email functionality with the ability for users to import their Gmail signatures. The idea would be for email signatures from Gmail be added automatically to emails that are sent out by GainSight users to their customers.

    4
    dayn.johnson
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Email from Anywhere (Beta) Organization-Wide EmailsNew Idea

    At time of writing this feature is still in Beta, but I wanted to surface a couple of key things that with the feature ‘as-is’ make it less compelling to adopt: Organization-Wide Email Permission Management:Currently, the owner of the email you want to use org-wide gets an email for each request to give one or more users the ability to use that email. You have to add each email manually (no groups or lookups, you have to hand type each one) to a request for each email address you want a user to have access to. So, if you add 500 users to a single request then one email goes out to the approver. If you do them one at a time they get 500 emails. If you have 2 email addresses you’d like users to have access to org-wide that would be up to 1000 approval emails sent. There doesn’t appear to be a way to report or mass edit who has access to which email either, so you have to manually verify and add/delete them as well.This is already quite tedious - even if you initially add all your current users to one request, you will still have to add every new user manually going forward. Do you do them one at a time? In batches? What if an existing user changes their email address? There are likely some constraints around getting permission from the email owner, but the method as currently implemented is not scalable. If the idea is to help enable Admins to develop better pooled CSM models, managing this is going to be a huge pain point as is. Please find a way to leverage user groups, permission sets, rules, anything that can be managed at scale to organize and track the requests. The permission requests should ALSO tied to users NOT just an email address in a way that is exposed to admins.There should also be a way to report on which user (not just which email address) has access to which org-wide email.

    2
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Allow Lookup One Layer Deeper on Home PortfolioNew Idea

    It only allows you to go one layer deep on the Portfolio/Home columns for lookup fields. Should allow it to go at least one more, or better yet, parity with Report Builder would be great.

    4
    dayn.johnson
    Forum|Forum|2 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    PX Product Environments should maintain entirely separate User/Account records and should not share dataCurrent Behaviour

    Submitting this on behalf of a customer… Background:Having different sets of account/users within each PX Product Environment is normal and supported by PX.  However, PX adheres to Unique ID principles and there can be one and only one User/Account per unique identifier across all PX Products and PX Product Environments.  Challenge:If Users/Accounts share the same unique identifiers in different PX Product Environments and are passing different User/Account attributes (e.g. names, email addresses, custom attributes, etc.) then any changes are updated across all Users/Accounts within that PX Product in every PX Product Environment. Additionally, any tracked usage in ALL Environments is also visible on the User Profile → Recent Activity section and is not correct. Request:Allow PX to support this model so we do not need to worry about matches to unique identifiers in other PX Environments altering data in a different PX Environment. Most companies I’ve worked for have completely unique sets of users and accounts per environment without any guarantee of uniqueness from environment to environment.  I would imagine other Gainsight customers would like this support as well. Current Solution:Do not share User/Account Ids across PX Product Environments.  One way to avoid this is to prefix each PX Environments non-production IDs with something unique (e.g. P{ID} for prod, Q{ID} for qa, etc.)  so that these kind of overwrites and unexpected updates will not happen. The other option is to use separate PX Subscriptions, but using PX Product Environments is recommended as a best practice. 

    3
    Forum|Forum|2 years ago
    haribaaburavikumarContributor ⭐️

    Add hyperlink to survey footer sectionNew Idea

    Hi team,Right now, we can only add text to the survey footer under message section. It would be nice to have the option to add “Hyperlinks” to the footer section for a better experience.   Thanks

    2
    alizee
    Forum|Forum|2 years ago
    steve_davis
    steve_davisGainsight Employee ⭐️⭐️

    Increase the limit in character count due to variance in language characters.New Idea

    Can we expand the character length for the sub questions in a matrix question. It is now set at 100 characters however when we translate the questions in some of the other languages we run into an issue where in the language translation we exceed the 100 characters. We have been use to a character limit of 150 characters in previous survey tools to accommodate the translations and the longer question in languages such as Portuguese, German, French, and Spanish.

    2
    alizee
    Forum|Forum|2 years ago

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