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    Idea Pipeline

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    6166 Ideas

    gunjanm
    gunjanmExpert ⭐️

    Admin Notification Settings - Filter LogicNew Idea

    Following along another idea of mine around Notification Settings, it would be great if we could customize auto-subscribe settings based on additional logic. We have multiple customer statuses based on product, and, accordingly, multiple user lookups to form the customer’s overall account team. For the most part, we do not remove the “old” assignee when a customer churns from a particular product. It would be great if we could set it up like: If GB Status = Customer, then auto-subscribe the Company::CSM  If GI Status = Customer, then auto-subscribe the Company::GI CSM etcPlus, going with concept of the other idea I linked, auto-unsubscribe if the status moves to Former Customer…

    3
    Forum|Forum|4 years ago
    pele
    peleHelper ⭐️⭐️⭐️

    Rules Engine: Allow stat functions to be groupedNew Idea

    It would be helpful if bionic rules allowed you to use GroupBy when adding a stat formula to the dataset.  Use case: When calculating something like standard deviation and z-score for a customer's usage, I would like compare their most recent usage to their usage historically– for things like health score and CTAs. If I can calculate a customer's average usage for the past X number of weeks and standard deviation for the distribution and weekly usage, I can compare the most recent week's usage to their historical average and know how significant the delta is for that customer.  The reason I would want to do this on a per-customer basis as opposed to calculating the stdev across all customers, is that we have (as I would imagine is the same as a lot of Gainsight customers) such a wide-range of usage patterns across customers. And I wouldn't necessarily want to compare, for instance, low-tier customer's usage against the aggregated average and stdev of all customers.  What's helpful to know, is "is a customer's most recent usage, in-line with what they usually do?" and if not, how significant is the change– positive or negative both good to know.  We do calculate stdev and z-score currently for some of our customers of product lines that we've had in Gainsight for a long time, but as we've added new product lines to our instance I thought I had a shorter route to getting this data with the new stat formulas available. Without being able to use GroupBy in conjunction with the stdev formula, there's just a bunch of additional steps needed to get to this.

    4
    pele
    Forum|Forum|4 years ago
    mark_deegan
    mark_deeganContributor ⭐️⭐️⭐️

    Activity Sync Dynamics CRMNew Idea

    It would be great if we had the capability for bi-directional activity sync from Dynamics into Gainsight and Vice Versa, This is a near universal request for all customers being onboarded with Microsoft as their CRM  

    2
    Ritesh Sharma
    Forum|Forum|4 years ago
    darshana.shah
    darshana.shahContributor ⭐️⭐️⭐️⭐️

    Filter by Name of Rule within Rule Engine filterNew Idea

    Hello Product team,  I would love to be able to filter by rule name. AS I am sure all Admins/CS OPs leaders have naming conventions for their rule. I would love to be able to filter out OBS/Retired rules. Please let me know how to make this happen. Feel like this would be an easy request.  @elliot_hullverson @gunjanm @bradley (looking for some confirmation guys, would this be helpful to everyone?) Best Regards,

    5
    Forum|Forum|5 years ago
    dorian_cudinaContributor ⭐️⭐️⭐️⭐️

    Export PX Users With a Specific Permission LevelOpen

    Hello everyone,It would be convenient if we would have a way to export a list of all our employees with access to PX and with a specific level of permissions. For example, if we would have a “button” to export all our employees with “Manager permission” for Product Mapper. In the current setup, we would need to click on each and every user to check his/her permission levels and then write it down in a list somewhere on the side.This can be especially useful in case that our PX Admins notice some critical changes which were not planned by them - so they need to investigate who made these changes, why and what else was changed by the same user.

    3
    skalle
    Forum|Forum|5 years ago
    SundeepContributor ⭐️⭐️

    Ability to view the data of more than 6 months in analyticsCurrent Behaviour

    Use case : Currently in PX we are able to access analytics data only for 6 months, as the customers are growing it would be really great if they can access more than 6 months data, Customers are sometimes frustrated when they cannot view the complete data.          

    3
    skalle
    Forum|Forum|5 years ago
    adambContributor ⭐️

    Slack integration allowing for multiple slack channelsOpen

    Hi team, We’d like to have the ability to designate a preferred slack channel per engagement, so that eg all of our NPS surveys can be sent to an nps channel, all of our CES surveys can be sent to a ces channel, and so on.Currently the PX Slack integration is all or nothing - so with the integration on for survey responses/feedback, all responses to any survey/feedback engagement are dumped into a single slack channel. This becomes very messy to manage when you want to have different survey engagements running at any given time, and where surveys differ in relevancy across the staff who would be monitoring them in Slack. Cheers, A

    4
    skalle
    Forum|Forum|5 years ago
    mikewayner
    mikewaynerContributor ⭐️⭐️

    Show Action Description Column in Execution HistoryNew Idea

    Actions allow entering a description, but the execution history only shows the action number, type, and data source used from the rule setup. Would be much easier to troubleshoot if the description was also shown, particularly for a rule with lots of actions, because otherwise I as the admin have to remember which action is supposed to do what. 

    5
    Justin Bills
    Forum|Forum|5 years ago
    freydrew
    freydrewContributor ⭐️⭐️⭐️⭐️

    Inviting Users to GroupsReleased

    I’m really enjoying the new Group functionality and that users can request access for private groups.  I’d like to be able to send an invite to users (either private message or email) that aren’t already a member of the group.  From the Control side of the Group, I’d like to be able to:  add custom copy to the invite message search for users to send the message to  include a link for the member to join  

    34
    Forum|Forum|5 years ago
    josh_grigone
    Gainsight Employee ⭐️
    josh_grigoneGainsight Employee ⭐️

    Nested formulas in the MDADiscovery

    Getting an idea out there that may be beneficial in utilizing one calculated field inside of another calculated field. Using a percentage as a component of another calculated field, for example. Currently, users are able to create a nested formula within the MDA, but consumption areas such as Reporting and Rules Engine will not pull any data. The ability to use one calculated measure within another calculated measure may be useful for end users in terms of presentable data granularity. Thanks!

    5
    Azad
    Forum|Forum|5 years ago
    CheriContributor ⭐️⭐️

    Option to select auto saving automated emails to TimelineNew Idea

    I understand that automated emails created via the JO does not auto save to the C360 timeline. I understand this will create a lot of noise.  However, it would be good to have the option to select a particular email campaign to be auto saved.  I agree I don’t want to auto save every single one, but for example, we have a pooled model for our smaller accounts and we send out automated Welcome Emails. I need to have those emails auto saved to the Timeline to know that the email was actually sent. 

    4
    sarahmiracle
    Forum|Forum|5 years ago
    CheriContributor ⭐️⭐️

    Gmail/ Gainsight integration | Default save to timeline checkbox to be permanently tickedNew Idea

    I know there is this option with the gmail integration. Because this is manual, it sometimes gets missed. A CSM might forget to tick it sometimes. Can I please request that there is a setting option to allow for it to default to be always ticked? For example, in HubSpot, ALL emails are automatically tracked and logged (but it is a setting that you can change per user, whether you want it default on or default off). This would be a great feature to have in Gainsight as well.   

    3
    sarahmiracle
    Forum|Forum|5 years ago
    kumaranbcakContributor ⭐️⭐️⭐️⭐️⭐️

    Allowing Multiple Values in Text filters - Horizon Analytics Reports and Dashboard Global FiltersNew Idea

    Hello Team,  I am trying to apply filters on a Text field when building reports. For Example, in our Org “Region” is a Text Field. Here I would like to apply a filter which contains APAC, EMEA. But it is not possible in the current setup. Is it in your timeline to implement such a filtering option?

    2
    Azad
    Forum|Forum|5 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Deactivate PlaybooksNew Idea

    Would be great if there was a way to deactivate a playbook. We're getting to the point where we need to do some clean up of our playbooks, and we don't want to delete them because a) we then lose reporting on them and b) we might need them again. Would like to be able to move them to an inactive state where they would still be there, but they wouldn't show up in the list when selecting one for a CTA, etc.

    15
    sriram pasupathi
    Forum|Forum|5 years ago
    Pauline
    PaulineContributor ⭐️⭐️

    Be able to easily see order and audience logic of several engagementsNew Idea

    We have several engagements live at once, would like to be able to view in what order a user sees them. Like on average in what order and how long in between a user goes through our “flow” of the engagements. Right now we have different audience rules in combination with throttling/priority rules for several engagemangets, but it’s very difficult to know if we have created the flow of engagements we had in mind to begin with or if we’ve made any mistakes when it comes to logic/order etc.We monitor dashboards, the analytics and the admin console to see if anything looks suspicious/wrong, but would be very helpful to have one solid view of this.

    0
    Pauline
    Forum|Forum|5 years ago
    hillarydj
    hillarydjContributor ⭐️⭐️⭐️

    Ability to Link Timeline Activities with EachotherNew Idea

    It would be nice if we had the ability to link timeline activities with each other in a parent-child relationship. Sometimes timeline entries will relate to a broader discussion we are having with a customer or across customers. In this case- we would ideally like to be able to define that linkage.

    4
    hillarydj
    Forum|Forum|5 years ago
    alisapagerdutyContributor ⭐️⭐️

    API for bulk import success and failureNew Idea

    When importing data via the API for a bulk API import there should be an API endpoint that can be called to check if imported data has loaded successfully or failed. Currently, you can use the API to understand if the data was sent successfully but you have no way to check if the import loaded to Gainsight successfully. 

    8
    pgeorge
    Forum|Forum|5 years ago
    georgee148Contributor ⭐️

    Expand analytics on the Dashboard view In PXDiscovery

    Is there a way to expand analytics on the Dashboard view In PX? Would be wonderful to be able to see a larger graph instead of looking at condensed very small version.

    5
    Forum|Forum|5 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Success Plan Mass Edit to CloseNew Idea

    Currently you are not able to do a mass edit to close Success Plans. This is helpful for an admin to have the ability to do if the strategy changes and we need to shift a focus for the team. Additionally we have quarterly plans that get triggered. It would be helpful to be able to mass close the previous quarter plan to limit confusion

    7
    kyle_handley
    Forum|Forum|5 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Calculation of custom adoption metricsNew Idea

    It would be nice to be able to calculate and trend custom adoption metrics in PX (both global, per account and even per user), for example The percentage of users using a group of selected features (to see what percentage of users uses basic, advanced or expert functionality). The ratio of advanced feature events vs. other selected or all events Being able to calculate this per account and, for example, plot advanced feature usage vs. usage frequency would provide an interesting overview of the accounts for segmenting (e.g., accounts with high usage frequency and high adoption of advanced features vs. low usage frequency but high advanced feature adoption) A similar representation on the user level would allow selecting power users or targeting selected users by campaigns to either increase usage frequency or advanced feature adoption.

    3
    Forum|Forum|5 years ago
    cjacksonfe
    cjacksonfeHelper ⭐️

    Exclude Features or Modules from Path AnalyzerNew Idea

    Is there a filter that can be applied to exclude certain features or modules from the path analyzer report? We have a large number of custom events that are mapped that are rendering in the Path Analyzer report that I’d like to exclude, but once selected I cannot see a way that would logically exclude the module or feature itself.

    13
    Jef Vanlaer
    Forum|Forum|5 years ago
    gunjanm
    gunjanmExpert ⭐️

    Include Quick Access "Edit Rule" button from DependenciesNew Idea

    Currently when you access a Rule via the Data Management → Dependencies tab, it goes to the Rule Preview in a new tab. From there, I need to click Edit and open yet another tab in order to actually drill in a begin what I wanted to do initially. This results in several extra clicks. Not only that, but the Rule Preview tab does not even allow you to go to the Rule Listing page; it is strictly that one Rule Preview, making that tab almost completely useless. I would love an additional button on the dependencies tab that allows you to go directly into Edit Rule. Better yet: into Setup Rule. 

    5
    pgeorge
    Forum|Forum|5 years ago
    cankney
    cankneyContributor ⭐️⭐️⭐️

    Reorder dashboard filtersNew Idea

    It would be great to have the ability to reorder the global filters on dashboard. Use case:I currently have a dashboard for our CSMs to see their portfolio/book of business. Right now there are three filters. I am going to create a new filter and delete the second filter (“account owner team”), but I want to put the new filter in the location the old filter was. Right now I am not able to drag and drop or move it into the new position, the only way to put the new filter in the 2nd spot is to delete the 3rd filter as well, then add it back. This is time-consuming because I have to re-add all of the reports.If there is a better way to do this I would love to know! But if not, it would be a great enhancement.

    6
    rakesh
    Forum|Forum|5 years ago
    broghanzwack
    broghanzwackContributor ⭐️⭐️⭐️⭐️⭐️

    Expand all modules in the Product MapNew Idea

    I’m currently reviewing a very large product map, with 50 + modules and sub-modules. The person who built this Product Map has added page view features to all of the modules and sub-modules, along with a few click events here and there. My goal is to find a click event in this Product Map, but I’m not sure which module has click events. I don’t know the names of any of the click events, so can’t just use the search bar to locate them. In order to find one of these click events, I have to expand each module, and then open the sub-modules inside, and then open the sub-modules inside that sub-module, and so on. It’s pretty slow-going. It would therefore be fantastic if there were a single ‘Expand all’ button that I could click to expand all of the modules and sub-modules in the Product Map. This would allow me to easily scroll through the Product Map and look at all of the features inside it without 50 + clicks. 

    3
    skalle
    Forum|Forum|5 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Allow a CSM to be able to customize/choose reports they want in a Success SnapshotNew Idea

    Our CSMs for a while now have asked that we simply provide a list of reports that they can hover over and view and then check a box to add/customize a new Snapshot or current templates.

    4
    rahul_prayakarao
    Forum|Forum|5 years ago

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