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    Idea Pipeline

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    6166 Ideas

    danversHelper ⭐️

    Add reported posts to the APIOpen

    It would be great to be able to see posts that are reported/flagged in the API.  There are a couple of ways it would be useful for us:We use the API with a third party dashboard to monitor other measures (eg mod tags, users, posts, etc) and we’d love to add the number of reported posts to that.  As a company we live in Slack and it would great to be able to send flagged posts straight to Slack so that we can respond to them asap. Having flagged posts in the API would give us the tools to make it happen. Thanks!

    4
    DannyPancratz
    Forum|Forum|5 years ago
    Monique
    MoniqueHelper ⭐️

    Knowledge Base overviewReleased

    As we are building our Knowledge Base, I'm missing one big element: an overview page. There are only summary pages for the parent categories at the moment. It would be great to have an overview page for the Knowledge Base in total.       

    7
    Forum|Forum|5 years ago
    shireesha_reddy
    shireesha_reddyHelper ⭐️

    SSO Set Up from PX login pageReleased

    Posting on behalf of Customer,In PX, with the current SSO/SAML set up we can login using the IDP, but our PX login page does not redirect users to IDP when SAML authentication is used.This is Currently a limitation and it would be really helpful for most of the customers if we implement a SSO process/set up where the PX login page will be automatically redirecting to the IDP which they have used in SAML Authentication set up.cc: @peppe 

    8
    sai_ram
    Forum|Forum|5 years ago
    jaw
    jawContributor ⭐️⭐️⭐️⭐️⭐️

    Average NPS By CustomerNew Idea

    Hi there!My org launched the Annual 2020 Client Satisfaction Survey and we have been tracking the average NPS by client.In the past, we have sent CSAT surveys to multiple individuals within a customer and were able to view the customer average NPS in NPS 1.0. I noticed since migrating to Survey 2.0 and NPS 2.0 the option of viewing the average NPS at the customer level is not available. The only option is to view the NPS at the respondent-level and we have to separately calculate the customer average NPS. The absence of this feature was observed by senior management and we want to understand why this particular feature was removed from NPS 2.0. Moreover, can this feature be added to NPS 2.0?@spencer_engel Thanks,Jasmine 

    5
    richa_bala
    Forum|Forum|5 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Custom Layered Salesforce objects in GainsightNew Idea

    We have several complex Salesforce workflows that can be circumvented using the “Add” buttons from the c360 in Gainsight when displaying a report on that object. For example, when CSMs add cases in Salesforce, they start from the Contact object.  Some fields are automatically populated.  However, if they open a case tab from the c360 and click “Add” the cases created do not have anything populated in those custom fields.  This can result in cases that are not visible to our clients in our client portal, and other issues with case assignment. We would like the ability to either:Disable the ADD button Customize the user’s experience when the ADD button In the example above, they would be prompted to select a Salesforce Contact record to open a case, then open the Case from the Salesforce Contact record

    3
    gopal_rao_kallepu
    Forum|Forum|5 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Manually created CTA date picker sets the date to -1 of the day you selectNew Idea

    When manually creating CTAs and setting the due date, the date picker widget in the CTA sets the due date to -1 of the day you choose. For example, if you click 9/3/2021 in the date picker, the CTA will populate 9/2/2021 as the due date. If you choose 8/16/2021, it sets it to 8/15/2021. If you set it to 8/4/2021, it sets it to 8/3/2021….

    4
    Forum|Forum|5 years ago
    carolyn_dibuono
    carolyn_dibuonoContributor ⭐️⭐️⭐️

    Send adhoc email assist from Success Plan objectivesReleased

    It would be great if we had the ability to send adhoc email assist messages from a Success Plan objective.   Use Case: some customers use Success Plans + playbooks to help guide implementation or migration projects. Depending on the implementing customer’s use case + project details, there are different version of the same email a CSM may want to send during the project. Instead of having to creating a Playbook with every single version of the EA task included, it would be great if we could select the adhoc version to send on the fly.  

    8
    Anil Raj Pujari
    Forum|Forum|5 years ago
    sai33335Contributor ⭐️⭐️

    Please make Time Zone option in the Data Designer wider and also support "Hover Over" for ease of useNew Idea

    In Data Designer > Configure, the TimeZone field is not wide enough. Time Zone names are cutoff, and "Hover Over" is either not supported or not working, so the user cannot differentiate between the options based on the visible part of the name.Today, one must guess, then over whatever option was selected to learn if you guessed correctly.Screenshot for illustration 

    4
    Ritesh Sharma
    Forum|Forum|5 years ago
    parimala_agnihotriHelper ⭐️

    Add Fiscal Quarter Filters in Reports on MDA ObjectsNew Idea

    Group by quarters honors the fiscal quarters only on SFDC objects and not MDA objects. This is limiting our capability to add reports (from both SFDC and MDA objects) in a dashboard with filters to drill down on fiscal quarters. Any update on adding fiscal quarter capability in reporting? I wonder how this works in Gainsight NXT?

    10
    Forum|Forum|5 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Global Dashboard FiltersNew Idea

    Have some feedback on the improvements to Global Dashboard filters. 1. It's cumbersome to create filters.  If you have a dashboard with a lot of reports, you have to click and select each one to include it in the filter.  Would be great to have a Select All option instead. 2. I've gotten myself super-confused with the objects and fields section, so maybe that could be a little more intuitive.  Or maybe it's just me. :) 3.  I also think it's cumbersome to select the field on each report on the next page again if you have a lot of reports in the dashboard.  Not sure how to make that one more user-friendly.  4. I've also run into problems with needing to remove a report from the dashboard and having to go and remove it from the filter selection first.  Is there an easy way?  Maybe it gets automatically removed from the filters when you select to remove it from the dashboard?

    8
    Forum|Forum|5 years ago
    hardik_mota
    hardik_motaHelper ⭐️

    Change colors in heat map reportNew Idea

    Hi Team, It would be great, if we can change the colours in the heat map report. One of my customer has report where the heat map colors are inverted for the purpose of report, where high numbers are poor than low numbers. User need high numbers to be red and low to be green. Here's the sample screenshot of what report shows currently : https://cl.ly/175cd0ff12be Can we change the colors as larger counts to be in red (not green), and the smaller counts to be in green (not red) ? Also, custom colors feature works only with pie and bar charts , but not with Heat map chart report. Best, Hardik

    10
    Forum|Forum|5 years ago
    ahmed_taleb
    ahmed_talebContributor ⭐️⭐️

    Idea: Mark Success Plan Objectives 'Internal' vs. 'External'New Idea

    Apologies if this has been discussed before but I'm trying to expand the overall use case for Success plans to include internal-only 'Account Development' objectives & milestones. The idea is to leverage the Success planning functionality to manage the account development process in parallel to customer-facing success planning. These would be configured in the same way that objectives/tasks are currently created but they wouldn't appear on plan exports (customer facing PPT for example).  Here's a simple use case: - User creates an internal-only, account development objective (develop an opportunity to sell in another product for example) - A check-box or toggle cold be used to mark the objective & all child elements as 'Internal-Only' - Exporting the completed plan wold omit these slides - Advanced - Allow the user to select whether to include or exclude 'internal-only' slides in the export dialog. Thanks

    3
    seth_schroeder
    Forum|Forum|5 years ago
    dave_moran
    dave_moranContributor ⭐️

    Success Plan: Expandable Text BoxesNew Idea

    Success Plans - On the Plan Info page when building Success Plans can the text boxes for Description and Company Highlights be more easily navigated.  Example a draggable window to expand and see content.  Current scroll feature is difficult to navigate. 

    5
    seth_schroeder
    Forum|Forum|5 years ago
    alex_legay
    alex_legayHelper ⭐️⭐️⭐️

    Contact lookup on Success PlanNew Idea

    I had a use case from a customer regarding adding the CTA contact lookup field to success plan summary page to add attendees that joined a meeting. The closest that I could advise was to add a contact lookup to the CTA Group object however this will only allow one contact per field so it isn't very scaleable. It would be nice if there was a easier way to do this for multiple contacts rather than creating this lookup manually.

    2
    seth_schroeder
    Forum|Forum|5 years ago
    lane_h
    lane_hHelper ⭐️

    Timeline Posts for Entire Success PlanReleased

    We are leveraging Success Plans to track Objectives for Priority 1 accounts in our portfolios. We've asked team members to provide a Timeline update each week for progress and plan for the following week. What I'm running into is you can only post Timeline updates for each Objective CTA and not the entire Success Plan.  It would be great to have the option to post an update for the entire Success Plan vs one Objective since I might have worked on multiple Objectives that week.

    6
    seth_schroeder
    Forum|Forum|5 years ago
    dave_wu_74b11e
    Gainsight Employee ⭐️
    dave_wu_74b11eGainsight Employee ⭐️

    Success Plans List ViewNew Idea

    Instead of just the current drop-down list that shows all success plans suggestion is to have a more robust UI to view multiple success plans (and applicable information in that success plan - e.g. status) in a single view.

    4
    seth_schroeder
    Forum|Forum|5 years ago
    sai33335Contributor ⭐️⭐️

    Having a Cascading start date for Success plan objectivesReleased

    In a Gantt Chart via Success Plans, if you change the start date of the CTA, the start date does not cascades down to the associated tasks. Users will manually need to change that start date as well. Lack of this is causing conflicts like where a CTA start date can be changed to the present, but the tasks can be started in the past.

    5
    seth_schroeder
    Forum|Forum|5 years ago
    faust_belarmino
    faust_belarminoHelper ⭐️⭐️

    Ability to Customize and Add Success Plan StatusesReleased

    We would love the ability to customize and add success plan statuses. Right now the only options are Active, Draft, and Closed. Some of the success plans we utilize are for onboarding new clients on to our software. Clients receive a specific success plan depending on the package they've purchased. There are times when clients decide to upgrade their package which requires a NEW success plan because there are additional objectives that need to be completed. In these cases, we don't want to simply change the status of the old success plan to "Closed" because it marks all the objectives and tasks as complete... which skews our data and information because that success plan was never fully completed. We'd love to be able to add different statuses to show the true status of our success plans. In this case, it would be beneficial to change it to "Incomplete" or something similar to that. It would also be beneficial to customize statuses so we can choose whether a status closes all objectives and tasks OR keeps the objectives and tasks in the same status and don't change when the success plan status is changed. These changes will greatly help our adoption of the success plans and will give a better view into the progress, health, and status of our customers.

    9
    seth_schroeder
    Forum|Forum|5 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow "Start Date" of Success Plan Gantt Chart view to be populated automaticallyNew Idea

    I think I speak for quite a few people when I say I'm very excited about the ability to edit the Gantt chart start and end dates now!  However, the issue still remains that if you apply a template to a success plan, the tasks are all going to look like they start on the same day, since it's based off the CTA Created Date field. Of course, now we can at least manually edit those, but that can turn into quite the tedious task especially if you have a success plan with dozens of objectives and/or tasks.  So my request is to have the ability to automatically set the start dates, which would be reflected in the Gantt Chart view. In theory, this would function exactly how the End Dates do, where you can say I want this End Date to show up as +50 days from the assigned date. 

    15
    seth_schroeder
    Forum|Forum|5 years ago
    cameron_wright
    cameron_wrightGainsight Employee ⭐️⭐️

    Success Plan Status ~ VariantsReleased

    I have a customer that would like to be able to add custom status's to the Success Plan Status Field. The current options are Active, Draft, & Closed.  The use case for this specific customer would be to tag as "future project" or something similar to that so they can tag these success plans with a more specific status.  I do agree with them that this would be very beneficial for a strategic team to be able to use. 

    15
    seth_schroeder
    Forum|Forum|5 years ago
    kcsp
    kcsp

    Auto-Scale Table Report ColumnsNew Idea

    When adding columns to a table report, the column widths adjust to the same width regardless of the header length. Sometimes this means that short column headers have larger than necessary widths and longer header names get cutoff by the pre-determined width. It would be great if either:Columns auto-scale / auto-adjust to fit different header lengths; or Allow admins to manually adjust column widths that are sticky.Currently users can adjust column widths, but they are not sticky for future use.

    1
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    Reports 2.0: Need the ability to adjust the lcoation of legend on a Pie chartNew Idea

    On a Pie Chart, the legend is way too far away from the chart. Need the ability to adjust the location of the Legend.

    6
    Forum|Forum|5 years ago
    kcsp
    kcsp

    Global Filters Timing OutNew Idea

    When global filters are selected, after some time (about a month or so) dashboard errors will start showing stating that there was an error fetching data. A workaround is to have users clear filters and re-apply, but this isn’t a desired behavior. It would be great if this was able to be fixed, especially since this would be a harder workaround for locked filters.

    4
    Forum|Forum|5 years ago
    ben
    benHelper ⭐️⭐️⭐️

    How do you adjust the y-axis scale in column reports?New Idea

    I am doing some reporting for our CSAT-style survey questions and hitting some confusion charts. The question itself can yield one of five possible numeric answers: 1, 2, 3, 4, 5. Therefore, the maximum average value of a group is 5.00. However, when making a report where the average is above 4.00, the report shows a max y-axis range of 6. This is silly and something I would like to change. Does anyone know how to set a specific value range for the y-axis in a column graph? Per the above, I would like to to be min of 1.00 and max of 5.00 (depending on the data, I might even do a min of 3.00 if I am feeling crazy). Thanks for the help as always!

    13
    Forum|Forum|5 years ago
    kcsp
    kcsp

    Make Report Sorting StickyNew Idea

    Allow for sorting in reports to be sticky. We have a report that default filters by Account Name, where sorting by Date Soonest to Latest would make more sense. Being able to pre-sort the data for end users would eliminate the need to sort the report each time.

    2
    Forum|Forum|5 years ago

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