Product Ideas

5538 Ideas

Feedback on Horizon Cockpit and Custom viewsDiscovery

In addition to the challenges already raised by these other two posts, I have some additional observations/points of feedback In Custom Views, the column selections don’t match the actual column order of the view. The column order that admins establish in the builder should match the outcome (and admins should be able to drag and drop the columns in the desired order) . Notice in the example below (which is a brand new Custom View that hasn’t been manually altered other than adding the “Next Task Due Date” field) the columns in the Admin config don’t match the columns in the Cockpit view: EXPECTATIONREALITY Admins should be able to pre-define column widths because some of the columns appear wider than necessary, reducing visibility of others and requiring additional scrolling: The last column in a view is very difficult for end users to widen… Each view starts off with a “Company > Relationship” column (which is a bit confusing for end users when we don’t use relationships) but the real problem is You can remove it via Admin config: But you can’t find it again as it’s not available in the Filter list. If you can’t recover it, you shouldn’t be able to delete it. BONUS if we can relabel it to just say Company. Why are the columns in the search box not alphabetical? That’s a start

Forum|Forum|13 hours ago

scott_496fa0Gainsight Employee ⭐️

Automatically Log All Emails to TimelineDevelopment

I have had several customers request an enhancement to the Outlook/Gmail plug-in feature. Some end-users do not like to have to click the Log To Timeline checkbox to ensure the email is logged to timeline. Sometimes they forget and it is extra clicks. The enhancement request would be to allow all emails to be automatically logged to timeline without requiring an end-user to check the checkbox. Perhaps we could create that as an administrative setting that could be enabled or disabled as desired?

Forum|Forum|17 hours ago

travis_floydContributor ⭐️⭐️⭐️⭐️

Give the Admin the ability to change the column order and field names in Call to Action "Custom Views" for Cockpit.New Idea

Currently, the Administrator can edit views with the exception of My CTAs and My Tasks. These we can’t even add additional columns to the view. In the other views we have, we can add columns, but we cannot change the order of the columns, or rename the columns that we add. We could delete the columns that the system will allow us to, and re-add them in the order we want, but then we can’t change the name. As an example, we often have to add a field for a column that is just called “Name”. Not very descriptive, as it could be the Type Name, the Reason Name, the CSM Name, the TAM Name, Company Name, etc etc. Please give the admin the ability to configure these fields to make the end-user experience consistent and more user-friendly.

Forum|Forum|20 hours ago

darkknightExpert ⭐️

Allow ability to make fields mandatory on CTA creationNew Idea

Searched and found this post showing “not planned”But I think there is definitely a use case for requiring fields on CTA creation vs. only enforcing required on closure.In my case, I’m trying to move our CS team to use CTAs for Risk tracking (to date they’re using Timeline only) but there is a requirement to track a sub-reason as well as Revenue at Risk (that may actually be a different $ amount than the total ARR tied to the customer account). Using Timeline, you can make a field required when the activity is logged, forcing users to populate it before it can be created. But the lack of this ability to do so in CTAs means Risk CTAs can get created without logging the At Risk Revenue Impact because it is not a required field, making it easy to forget.I’m going to continue having a hard time convincing the use of CTAs for Risk tracking because between this request (and the ones below) Timeline does have a few more flexible features that make it appealing to our CS team as a quicker, more accurate way to record/track risks.

Forum|Forum|20 hours ago

andr_raposoContributor ⭐️⭐️⭐️⭐️

Mandatory Fields in Customer GoalsNew Idea

Hi all,Similar to this thread regarding mandatory fields in Success Plans, we have the exact same need but regarding Customer Goals. It would be great to be able to set fields as mandatory for closing and even for opening. Both custom and system fields. In our case here two examples:for opening: making Due Date mandatory, so that we can track due goals for closure: making a Value Statement field recording a quote from the customer regarding the goal completion

Forum|Forum|20 hours ago

rhenryContributor ⭐️⭐️

Add Linked Objects to Success PlansNew Idea

Hi!My team would like to see linked objects added to success plans. This would push it up one level from objectives/CTAs. We would like to see linked objects associated to the success plan so we can tie specific objects from Salesforce. This would help in cases of onboarding and expansion success plans. Example., success plans can only be tied to one relationship but customers can have numerous add-ons/versions, having the ability to link the contract would make it easier for CSMs to see all the product lines and versions without navigating away from the success plan each time and know which templates to add. Also, having the link to the objective is just as cumbersome in these cases as a CSM has to navigate down to the objective level every time.

Forum|Forum|21 hours ago

alizeeVIP ⭐️⭐️⭐️⭐️⭐️

Folders for PlaybooksNew Idea

The playbook UI is becoming overwhelming when too many playbooks are in use.What I really need is the ability to organize a long list of playbooks into folders.Filtering by CTA type is helpful, active vs. inactive, somewhat useful too, but it’s not enough. We need folders for playbooks—just like we have folders everywhere else. We need to be able to organize them by success plan (for example) or by product or by anything else. Adding prefixes isn’t a real solution, especially since the UI doesn’t handle that well—the differentiating info ends up buried at the front. Suffix wouldn’t be visible… So, simply put: please give us folders.

Forum|Forum|21 hours ago

bradleyExpert ⭐️

Improved Action Setup for Horizon RulesOpen

Hopefully not a repost, though I’m sure I’ve seen similar, and probably made similar. The Setup Action page isn’t great if you have more than three actions:I’m sure I’ve commented already on the criteria getting clipped and the action not having any useful information on it. Here, you can see that the number of additional criteria is barely even visible. The main issue is the workflow. If I ever want to work on one of these 25 other actions, I have to click show more criteria. When I work on the action, save and close it, I’m not even snapped back to the design. I’m just in empty space. See gif below to embark on a delightful journey with me: I’d really like to have more show by default or at the very least when I expand the list, have it stay expanded while I’m on the Actions Page unless I collapse it myself. Part of the reason for this is I’d also really like to see which actions are active, which are not, AND have the ability to toggle actions off without having to go into each action individually.If the actions are all on the same criteria branch, it’s pretty easy to see what is/isn’t active and do the toggling. But for the most part, my actions all have different criteria and, as you can see above, going into each action to toggle it on or off is a nightmare:You have to go through this expand, click, scroll, expand, click, scroll nightmare 25 times. Because of that, and the fact you can’t see if the action you just toggled off is off or not, it’s hard to keep track.Toggling actions on and off is great for testing, but really hard to manage for larger rules. When I wanted to test this rule, I ended up cloning it, and just deleting everything because it was easier :(, and even that was a pain.

Forum|Forum|1 day ago

sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

Conditional formatting (like colors) in tabular reportsReleased

To level-up analytics insights in Gainsight, it’d be awesome if we could set colors for fields based on their field values in tabular reports. Just like you can do this in Conditional Formatting in Google Sheets or Excel, where it highlights a cell value based on the conditional criteria assigned to it. Related Posts

Forum|Forum|1 day ago

kppatelGainsight Employee ⭐️

Want to change the change the colors of the bar chart.Released

Hi Team,To set the custom colours we do have option select the object and field to set colours. If field contains multiple unique values at that time it’s not showing.Can this be more simpler, just like build a what ever report you want and edit the colours right-there just like we use to do in MS Paint simple as that.In my case I want set custom colour for modified date, where I’m using group by month on this field. But i can not because modified date contains more unique values.Thanks

Forum|Forum|1 day ago

bradleyExpert ⭐️

Allow Associated Person on CTA CreationNew Idea

While I’m excited for recent advancements in CTA with the recent release, there are still some pretty glaring flaws in CTAs and Cockpit as a whole. This one remains a big problem: and it also conflicts with the “require on create” enhancement that was just rolled out. Because guess what? Lookups you add won’t honor your search criteria at all.Which brings us to the Associated Person feature. This is essentially a 1:Many version of a lookup field on Company Person.I mention the above post because it’s essentially the same problem, except instead of the possibility of doing it (just not with filters) you simply cannot do it at all.To recap: Consider the existing workflow now:Admin configures Associate Persons End-User starts to make a CTA Save the CTA Return to/reopen the newly created CTA Search/input the now curated info into the field search.Note: You also cannot add Associated Person to a Cockpit view, so they can not be managed there either.VS the ideal state.Admin sets up Associate Persons End-User starts to make a CTA End-User searches via the curated list and can create the CTA successfully.Can we please address this and the above issue together? It seems that even the most recent release didn’t wholistically improve the CTA/Cockpit experience despite the much overdue enhancements. Also related:

Forum|Forum|1 day ago

darkknightExpert ⭐️

Copilot: Flag to disable the "Thought Process" promptNew Idea

This new “Thought Process” response that triggers when a prompt is processing is annoying and irrelevant, especially to end users.And also especially when you practically restate it again at the end of the prompt.There should be a flag to give admins the option to disable this step across the board. Thought ProcessResulting Prompt

Forum|Forum|1 day ago

ChristianCDWContributor ⭐️

Year over Year (YOY) comparison reportingNew Idea

Hey all,I’m a business analyst for my company and recently was asked to create reports comparing year-over-year (YOY) data pieces. In attempting to create these reports and widgets I learned that Gainsight does not have (by default) the following capabilities: Current Year YTD Values → Comparison Over Previous Year YTD Values Current Year QTD Values → Comparison Over Previous Year QTD Values Current Year MTD Values → Comparison Over Previous Year MTD ValuesThis was shocking to me considering these are fairly standard, cross-industry, reporting requirements for all business in all business sectors.Being able to take X period (current year, or other), with Y data (sales amounts, or counts, or other) and compare it to the same period in the previous year (or another year). This can be further expanded to a specific month (April 2025 compared over April 2024, or April 2023, etc...) Our account manager and technical account manager asked me to create this post for visibility.I was able to create a makeshift YTD year-over-year report, comparing current year to previous year, but it is very limited compared to a standard comparison report/widget.Support provided instructions on how to create this as a dynamic data-set, requiring us to create an object for each period that we want to see and comparing it to the previous 1 year back. However, this is still limiting and requires the set-up of multiple complex objects and requires us to upload a data table for what we want to compare, rather than using data within Gainsight.Please comment, upvote, etc!

Forum|Forum|1 day ago

RudiContributor ⭐️⭐️⭐️

Dark, Night ModeOpen

Some of our users have requested an option to switch the community itself to a Dark Mode. Most of these users enjoy listening to music on Deezer Web or via our desktop app, at night - and flicking a switch to make the colours of the community dark, would be a good addition

Forum|Forum|1 day ago

rschletteHelper ⭐️⭐️⭐️

Enable Dashboard and Report Sharing for Pending PX UsersNew Idea

Current StateNewly provisioned PX users who have not yet logged in (status = Pending) cannot be included in user-based sharing for dashboards and reports. Sharing options are limited to “Public,” which creates one of two issues:Low trust: Dashboards must be publicly editable, exposing them to unintended changes. Poor first experience: Pending users see no shared assets when they log in, reducing perceived value.Example ScenarioA CS leader wants to use PX to view adoption data. A dashboard exists for them, and ideally, they log in and simply filter by any customer ID in their book of business. Today, this is not possible because:To filter a shared dashboard, users need Edit permission. Direct sharing requires the user to be Active, so we cannot share dashboards or reports until they log in and change status from Pending to Active, unless we settle for completely open public write/edit access.Current WorkaroundsMake dashboards Public with write access for all users (low trust). Ask the user to log in, confirm, then manually share dashboards/reports (awkward and inefficient).Business ImpactEveryone’s org is different, but in most of them you get one shot to demonstrate value. In the current state, a new user either logs in to find dashboards that are constantly open to public changes (so low trust), or an initial user experience that literally does not provide them with any value (no shared assets to view) Please allow Dashboard and Report sharing for Pending PX users so we can have productive first sessions with our largest PX user group

Forum|Forum|1 day ago

Erik_Contributor ⭐️⭐️⭐️⭐️⭐️

Limit event visibility based on user roleNew Idea

Currently you can only create a public event, or make an event private through the use of a private group. We're looking into using the Events module for our various events throughout the year. Some of these events are for our super users only. Our super users have a specific user role. They also have a private space on the community, but we use a subcategory for that, and not a group. So, I'd like the ability to also limit event visibility, and the option to register for one, based on a user role. Edited to add: with the current this-or-that option, the Events module is really only usable for one type of Event that we we do, and not for the rest.

Forum|Forum|1 day ago

romihacheVIP ⭐️⭐️⭐️⭐️⭐️

Standardize Time Zone Display Across ApplicationNew Idea

ProblemGainsight CS displays execution history and related time-sensitive data using inconsistent time zones across different features, leading to confusion, wasted time, and the need for manual time zone conversions. Lack of time zone parity across features creates an unnecessary cognitive load for users trying to understand the status and timing of critical jobs.When investigating why a specific user was missing on my end, I checked the execution time of the relevant Job (Salesforce connector). The Job's history showed the last run was yesterday at 7:00 AM. Knowing it’s a daily run, I expected it to have already executed today as it was 8:45 Upon checking the Job's configuration, I realized the execution time was set to 7:00 AM PDT (the application's time zone), which corresponds to 4:00 PM in my local time. This caused me to mistakenly believe the execution was missing and required me to manually trigger the job; all because the displayed time was not in my local context. Connectors → Activities UIThe root cause of this confusion is that I spend most of my time in the Rules Engine, where the execution history is displayed in my local time zone. When I switch to Connectors 2.0, the time zone shifts to the application's default. This broken experience forces users to perform "mental gymnastics" and consult external converters just to confirm the expected run time. Proposed Solution I request a feature to allow users to select the time zone for displayed data within each feature that shows execution history or timing (e.g., Jobs, Rules List, Rule Chain, etc.).Ideally, this would function similarly to the Rules Engine → Activity view, but be integrated directly into the feature's interface, not as a separate activity section. Rules Engine → Activity allows users to select the time zone for displaying dataExample Implementation:Introduce a prominent UI element (like a toggle or dropdown) that allows the user to switch the display of time-stamped data between: Application Time Zone (e.g., PDT) User's Local Time Zone (The time zone of the user browsing the app) Mockup: Allow the user to select the display time zone, dynamically adjusting all dates and times shown in the UIStandardizing the display across all features will prevent user error, reduce support inquiries, and greatly improve the overall user experience.#adminQoL

Forum|Forum|2 days ago

heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

Copilot: Key Definition Suggestions Admin NotificationNew Idea

It doesn’t appear that I as an admin get any kind of notification when a suggestion has been submitted via the new Key Definitions suggestions interface for End Users.This means even more work for me because now I don’t even know that someone’s suggested something unless I happen to go check the Suggestions area in Key Definitions or they reach out to me because I haven’t noticed.Would be nice to have some sort of notification.Options:Via the normal notifications center (Preferred) Via a visual indicator on the Copilot icon on the left nav bar Via email

Forum|Forum|2 days ago

itekuGainsight Employee ⭐️

Group By Median - Data designerNew Idea

Hello Team, We’ve got a reqeust from a customer, to get the median of the 3 values by relationship id under the transformation task, in the Data Designer. After checking on this intenraly, it seems this hasn’t been implemented yet and there is no workaround as well. Can you please consider the above use case and implement it in furture? Thank you.

Forum|Forum|2 days ago

andybuchananContributor ⭐️⭐️⭐️⭐️

Ability to make child picklist field required on new updated CTA WorkflowNew Idea

With the November ‘25 release, CTA fields can now be set to be made Mandatory which requires users to fill it out before saving or submitting. However, for picklist fields that have a controller picklist (is a child picklist), this option is grayed out and not possible. This creates a hole in reporting as the child option is the more detailed and in most cases the more important answer that needs to be captured.

Forum|Forum|2 days ago

CoutrneyLKContributor ⭐️

Add native "back to catalog page" button to end of courseNew Idea

So, on the catalog pages, I noticed there's an arrow next to the academy logo that lets users go back to the previous catalog page. It is not persistent across courses though. So, here's the issue. When using the back button, the user is forced to go back through all previous navigation before getting to the catalog page. And, the in-course navigation to a catalog page doesn't exist. Once a user is done with the course, it just sits there with nowhere to go except the links in the header or the back button. The work around is to create another lesson in the course that provides the user with a link back to where you want them to go. But it would be delightful if we didn’t have to add a fake lesson and there could be another navigation button at the bottom of the course that would say back [to catalog page] and it would take the user back to the last catalog page they visited.

Forum|Forum|2 days ago

HenryHaceContributor ⭐️⭐️⭐️

Ability for the Associated People Field to be RequiredNew Idea

Hi Team!The Associated People field is valuable for identifying client points of contact on open CTAs, especially during account transitions or when managing large books of business. It has also allowed us to send targeted communications to clients who are associated people on CTAs. Currently: The field cannot be set as required when creating CTAs. Reporting does not easily allow us to identify CTAs without at least one associated person, making it difficult to monitor user compliance. The ability to make this field required would significantly improve our processes.

Forum|Forum|2 days ago

smartinContributor ⭐️⭐️

Meeting Summary EnhancementNew Idea

@bradybluhm Request: Can the call meeting title be added to the top of meeting prep and summaries If a csm has multiple meetings (especially with the same customer) in a day, then need the easiest manner in which to associate the summary to the correct meeting, especially as they flow into timeline via AI follow ups Desirable:#1 whilst individual summaries get loaded to timeline, give each CSM option to either receive individual summaries OR a daily notification with all summaries added. #2 adding meeting prep and summaries to Teams notifications as per https://support.gainsight.com/Staircase_AI/Notifications/Setting_Up_Notifications_for_Microsoft_TeamsShaun

Forum|Forum|2 days ago

rplockiGainsight Employee ⭐️

Ability to define the order of views in the Forecast dropdownNew Idea

The Views dropdown under the Forecast section displays views in an inconsistent or random order, with no option to define or control the sequence. The alphabetical sorting also seems partial or unreliable, making it difficult for users to access views in a consistent order, which affects forecast review efficiency. The ability to manually reorder views, enforce alphabetical sorting, or set a default or pinned view for all users in the Forecast section is the request. Their desired outcome is to have the ability to define or persist the order of views in the Forecast dropdown to ensure consistency and improve usability across all users.

Forum|Forum|2 days ago

rachelhibbardtmoContributor ⭐️⭐️⭐️⭐️

Ability to sort months chronologicallyNew Idea

In Report Builder, you have the ability to create a formula field to return Month name. However, you are unable to sort that field chronologically now and are stuck with months in alphabetical order which is undesirable.Months sorted alphabetically Desired order for months listed above would be:January March April June A proposed workaround is to have an additional column with the date field to sort on. However, this does not work if you have row grouping enabled for your Month name field, as sorting function sorts count of dates and does not sort the underlying dates.

Forum|Forum|2 days ago

Idea pipeline