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    Idea Pipeline

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    6166 Ideas

    lilian_king
    lilian_kingContributor ⭐️⭐️

    Create option to send notification emails when a CTA or task is due instead of only when it's createNew Idea

    At the current moment, when enabling daily notification emails, you can only set it so that when a CTA or task is assigned to a person that an email gets triggered.  I'd like the notification email to go out when the CTA or task is due. The way it works now is akin to a Doctor calling to remind you of your appointment the day after you make it instead of the week it actually occurs.

    12
    rsivesind
    Forum|Forum|5 years ago
    Gainsight Employee ⭐️
    shivaniGainsight Employee ⭐️

    Removing reports from DashboardNew Idea

    Usecase: There are around 15 global filters in the dashboard over all the reports in the dashboard. While I’m trying to remove couple of reports from the dashboard it is not letting me do so and as individually I should remove it from the global filters first. Idea: While removing any report that is used in global filters from Dashboard if we can have the option to remove the report directly without having to individually remove them from the global filters first then it would be super helpful. 

    3
    rakesh
    Forum|Forum|5 years ago
    prithvi_vihari
    prithvi_vihariHelper ⭐️

    Restrict the ability to Edit details in AE for Viewer Users( Custom Permission Group)New Idea

    Hey Team, We have noticed that when we assign Custom Viewer Permission Group to Viewer Lisense Type Users. They are able to change the name  of the Layout or Global Permissions for Adoption explorer layout( AE:: Analysis page). Can we restrict this to make sure discrepancies that can be caused due to changes on the same?

    13
    Forum|Forum|5 years ago
    sarah_couch
    sarah_couchContributor ⭐️⭐️⭐️⭐️

    Customer ARR in the C360 Summary should display revenue in the 10M as Millions not as 10,000kNew Idea

    The Customer ARR widget in the C360 summary displays revenue in the 10M as "10,000k". This is strange looking and is inconsistent with the way that ARR is displayed in the Cockpit (which displays the value as 10M). The C360 widget should display the value in millions, not tens of thousands.  

    10
    gopal_rao_kallepu
    Forum|Forum|5 years ago
    chris_marconi
    chris_marconiContributor ⭐️

    Is there a way to export playbooks?New Idea

    Looking to export the playlist so I can review with my manager and we can finalize on what tasks we want associated with each playbook.  Would be nice to have a paper copy, for review. Thanks!

    30
    sacha
    Forum|Forum|5 years ago
    lane_h
    lane_hHelper ⭐️

    Closing CTA Tasks from RulesDiscovery

    We are working through setting up a few playbooks for our teams. There are a few tasks in each playbook we would like to have closed if certain tags appear on a Zendesk ticket. Because of our Zendesk data is in MDA, I'm struggling to get the rules written correctly to close a specific task based on the criteria. Is it possible to close CTA Tasks from Rules or can we only close CTAs from rules?

    14
    davebrown2242
    Forum|Forum|5 years ago
    Julie-Pinto
    Julie-PintoContributor ⭐️⭐️⭐️⭐️

    See survey response rate per number of viewersDiscovery

    When looking at PX survey response rates, I can see that the response rate is calculated based on the number of responses/the number of survey views. I would also like to see the survey response rate calculated based on the number of responses/the number of survey viewers. This will tell me how many people of the targeted audience responded, regardless of the number of times they saw the survey.In this example, PX shows that the response rate in 13.55% based on 53 responses/391 views. However, the survey was set to show multiple times if the user did not respond, meaning the response rate will be lower and lower the more times a user sees it, even if they respond the 3rd time. What I want to know is the percentage of targeted users who responded to the survey. If I look at Audience explorer filtered to users who viewed/completed the survey, there are 224 users total. 53 responses/224 survey viewers = 23.66% response rate.  

    3
    Forum|Forum|5 years ago
    heilun
    heilunContributor ⭐️⭐️

    Better definition of Active UsersOpen

    Currently Active users are those who was seen at least once in the last 7 days is really not how we (and I'm sure many other customers) as Active. I wish that there is more sophisticated filterings such as: Last seen at least x days out of the last x days, or number of visit in the last x days is greater than x. The number of visit in the last x days is greater than x seems doable since that data is captured in PX already:

    3
    Forum|Forum|5 years ago
    alextran
    alextranHelper ⭐️⭐️

    Session Data in AWS3 ExportOpen

    It would be great to include session count & duration in the S3 export, particularly if customers want to use the data ingest in 3rd party platforms for data analysis/manipulation.

    2
    cjacksonfe
    Forum|Forum|5 years ago
    JoeyContributor ⭐️⭐️

    Allow map widget to use other field than inferred countryNew Idea

    I want to be able to specify what field to use as location for map widgets.We have “Enable IP masking” enabled in our PX instance due to requirements around Personal Identifiable Information.We do collect country, but it’s in a different field. Currently none of our map widgets work because it is mapped to ‘Inferred Country’.   

    1
    sai_ram
    Forum|Forum|5 years ago
    JoeyContributor ⭐️⭐️

    Improvements to control category behaviour in Adoption Report chart sectionNew Idea

    The current bar chart (as well as the line/donut) chart in the Adoption report is capped at showing 10 categories - I assume top 10 numerical values from ‘Measured by’. Improvements to this chart include any of the following:control the number of legend entries sum the remaining categories into ‘other’ display ALL legend entries on the x-axis Interactivity that allows selecting a specific bar to filter the underlying Events/user table control individual legend colours   

    1
    sai_ram
    Forum|Forum|5 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Timeline: Task InteractionNew Idea

    Would be great to be able to interact with tasks more in Timeline.  So, currently, I can only mark a task as completed.  Would be great for that section to expand and show the current fields on the task so that more info could be included without having to leave Timeline. Example: We have an activity type for Training.  One of my follow up tasks for for a completed training is to check on usage a week after the training.  I would like to be able to add a description of what that usage looked like as well as marking the follow up as completed.

    11
    Chirag
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Enable Linked Object URL in Cockpit List view as a ColumnNew Idea

    This is primarily applicable to NXT with the Horizon experience. Which, by the way, is very slick looking, and there’s a lot to like and I hope the new format makes it easier to add enhancements. Anyways. Situation: We use linked SFDC objects in various areas, one of them being CTAs. Currently, if you want view, add or edit a linked object from the Cockpit you have to:Click the CTA Click the Linked Object Tab name from the CTA Detail View Click the link to take you to the SFDC recordProblem: See above. This is pretty unwieldly. You can make, and we have made, a related list off of a report showing our linked objects (Projects in this case) in Salesforce. This is nice, but is really a different use case. Solution: Enable the addition of a column in the cockpit view along with Due date, owner, status, etc., that is the Link you would have clicked on in 3 above. This enables you to immediately jump to the project from your cockpit without having to go into the detail view and another tab within.

    4
    Forum|Forum|5 years ago
    steve_davis
    steve_davisGainsight Employee ⭐️⭐️

    Custom Colors On Reports Built Off DataspacesNew Idea

    Customer is requesting that we have the ability to be able to change label colors for reports built off Dataspaces.  For example, Passives are showing up Red and Detractors are showing up Green. This is quite confusing for the reps. 

    6
    Forum|Forum|5 years ago
    darshana.shah
    darshana.shahContributor ⭐️⭐️⭐️⭐️

    Success Plan snapshot filtersNew Idea

    Hello Wonderful Product team,I have a challenge for you. @sai_ram . Use case. Here at ADP we have tons of products and services and our wonderful marketing team will put together slides/marketing information for each need the client might have. (that get to be close to 200 ppt slides) So what i would love to do is create filter for the slides within a ppt. So if the CSE selects a certain category from the objective CTA we filter the ppts for only those slides. and of course some ppts would be for all success plan snapshots no matter the objectives. anyways does that make sense?  so what do you think can i have this by summer?Best Regards,DarshanaPS j/k about the timeline. May would be great too. lol @kate_green  @kate_peter 

    3
    darshana.shah
    Forum|Forum|5 years ago
    Justin Bills
    Justin BillsHelper ⭐️

    Success Plan Tasks Anyway to reorder them if the dates change?New Idea

    When building out a success plan, if the tasks list in an objective has manual changed due dates, is there any way to reshuffle the tasks so that they appear in due date order. We have some shell success plans we are testing out, but since one size does not fit all, we’re giving the task list a bit more flexibility with due dates.  Example now:  

    5
    sai_ram
    Forum|Forum|5 years ago
    scott_schoenknecht
    scott_schoenknechtContributor ⭐️⭐️

    Widget Target & Variance DetailNew Idea

    The widget tile is helpful when summarizing detail into an overall number. However, it doens't provide context to if the number is good or bad. To provide more value and more importantly drive more action from the informaiton, it would be nice to have an ability to add a "Target" value to the widget tile. Then the tile could show the 'Actual' value, 'Target' value & Variance (Target - Actual). This would give more insight into the value and if any action is needed. Ideal state would be that in addition to actual, target & variance there was also a indicator (r, y, g) to allow you to set thresholds for the variance to allow for a visual cue to figure out if action is needed and how urgently.

    5
    rakesh
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Any vs All UsersNew Idea

    Not sure how I didn’t notice before, but I think the GS documentation should be explicit on the difference between ANY and ALL USERS in filters. Or really, ANY vs ALL as it likely is relevant in any context. ANY (user) includes NULL valuesALL (users) includes records for which there is a value This should be made clear in the Dashboard support articles herehttps://support.gainsight.com/SFDC_Edition/Reports_and_Dashboards/Admin_Guides/Global_Filters_for_Dashboardand here for the new Horizon Analytics https://support.gainsight.com/SFDC_Edition/Reports_and_Dashboards/Horizon_Analytics/Admin_Guides/Global_Filters_For_Dashboards_(Horizon_Analytics) Perhaps this is common knowledge but if you’re like me and slow on the uptake, or a new user this should really be stated.

    10
    sai_ram
    Forum|Forum|5 years ago
    tom_gerth
    tom_gerthGainsight Employee ⭐️⭐️

    Folders for Surveys?New Idea

    I have a customer that is planning on rolling out over 50 surveys from Gainsight.  Currently we have a search feature within the survey tab however the only alternative to that is to simply scroll through the survey list.   We’re wondering if there’s anything on the roadmap to include a folder system on Surveys 2.0 so that customers who have extremely high volumes of surveys can group them and be enabled to better track down the surveys they need to access.

    13
    richa_bala
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    Horizon Analytics - allow option to display Last Modified BY in Scorecard Mass EditNew Idea

    The addition of the Show/Hide Last Modified Date of an individual measure on the Scorecard Mass Edit report in Horizon Analytics is a wonderful addition!  Would be great if we could also have the option to Show/Hide Last Modified By as well.   

    4
    shantan_reddy
    Forum|Forum|5 years ago
    anirudh_allika
    anirudh_allikaContributor ⭐️⭐️

    TO_Date & TO_String functions in Rules EngineNew Idea

    Can we please add TO_Date & TO_String functions added to list of available functions in formula field in Rules Engine. This would really help in many configurations and data conversion tasks

    3
    Forum|Forum|5 years ago
    lane_h
    lane_hHelper ⭐️

    In-App Notifications for AdminsNew Idea

    In Gainsight, end users are provided notifications when they are mentioned in a Timeline update or if CTAs are created for them or for accounts they follow.  Admins are notified via emails on if rules and jobs fail or succeed. It would be great to also have the option to see these notifications inside Gainsight in the notification section and be able to link directly to the rule, job, program, etc.  This would centralize the experience vs having to platform switch between email and Gainsight.

    2
    Forum|Forum|5 years ago
    anna_james
    anna_jamesContributor ⭐️⭐️⭐️

    Preview Merge in Journey OrchestratorNew Idea

    Is there a capability to preview a merge in JO? As far as I can see, there isn’t. At the moment, I build the merge in Rules Engine to check it works before adding to JO. It would be great to have the preview pane (just like what you see in Dataset)  - it will save so much time!

    4
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Improve 'Go to Cockpit' Experience from Individual CTANew Idea

    Currently, if you have opened an individual CTA from a company's C360 cockpit like soand click on "Go to Cockpit" in the upper left, it takes me back to the generic cockpit with 1000+ CTAs, and not the cockpit of the company I was previously looking at.While I can appreciate maybe wanting to send CSM/End Users to their My CTAs view of their individual cockpit, I would expect this button to take me back to the C360 cockpit view.What I would like, is the option to do either one. A button to take you back to your individual cockpit (like we have now) AND a button that will take you back to the C360 cockpit you were looking at previously - Right now I have to switch tabs or re-search the company in my current tab and click “cockpit” if I want to go back.

    5
    sriram pasupathi
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Allow Re-Assignment of the Default C360 LayoutNew Idea

    'I would like to change which layout is the default layout for the C360/R360.I know you can edit layouts, and show them based on certain criteria, but I''d like to be able to clone my default layout and work on the clone and "publish" the changes all at once by setting that as the new default. Otherwise I need to constantly tweak the default one live which isn’t a great experience, especially if I had a clone I tested on first. This should be an easy checkbox type thing to solve this workaround:  '

    2
    gopal_rao_kallepu
    Forum|Forum|5 years ago

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