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    6160 Ideas

    Gainsight Employee ⭐️
    Amrith82Gainsight Employee ⭐️

    AI Cheatsheet - Accolades sectionNew Idea

    Hi Team,Customer saw a data display inconsistency when expanding an accolade in AI Cheatsheet.While the date associated with the summary is correctly recorded as April 13, 2026 at 1:23 PM, it is being incorrectly displayed as having occurred 5 months ago.Screenshot for reference:https://share.zight.com/o0udwl4yThe customer would like the ability to manually edit the Highlight date directly, rather than having to modify the Notes section to reflect any changes. This would allow other users to be notified of any corrections or updates made to the Cheat Sheet content in a more streamlined manner.And also more deterministic matching, reduced sensitivity to content noise in AI Cheatsheet.

    0
    Gainsight Employee ⭐️
    Forum|Forum|4 months ago
    bradley
    bradleyExpert ⭐️

    Search Email Templates by SubjectNew Idea

    As useful as naming an email template is, having folders, etc., none of that really helps you when you get a screenshot of an email from a CSM asking for some information on an email.Would be great if we could search Email Templates by subject, which is more commonly used, and actually available information from looking at the email itself.Yes, you might have multiple with the same name, but it can help narrow things down quite a bit.

    0
    bradley
    Forum|Forum|4 months ago
    cbarbosaContributor ⭐️

    Make the check-out page for ILTs optional in workflowNew Idea

    When selecting the button on the top of a course overview page for an ILT course, it brings you to seemingly a “check-out” or “purchase” page, that doesn’t have any of the event times listed, and a user would have to click “select” again in order for options to appear. Ideally, wanting this to look like the bottom of the course overview page (if that’s enabled) where users are brought to just a catalog view of times to select from. Since we do not utilize the purchase function (yet), potentially it could be an admin option in the settings to toggle on and off. 

    0
    Forum|Forum|4 months ago
    Samantha IsinContributor ⭐️⭐️

    Open Company in a the same tabNew Idea

    It’s driving me and my team crazy that when we open a company it opens in a new tab. We’re constantly getting tab clutter. This isn’t currently a tenant change that can be made - it’s global. Proposing here that this becomes and option for us to choose and set our system default for. 

    1
    Forum|Forum|4 months ago
    spencer_engel
    spencer_engelExpert ⭐️

    How to Report on Cheat Sheet UsageReleased

    I know that there is a desire for easier reporting on Cheat Sheet usage data, and I agree that it would be nice to have this data in Report Builder, perhaps in the GS Asset Usage Tracking object. In the meantime, however, I did want to share how we are reporting on Cheat Sheet (note: this only applies if you have access to Gainsight’s Administration tab.) If you go to your Administration > General > Gainsight360, you’ll see two different relevant reports: Overall Usage Page Views Events and Feature Usage. In both of these you can access the filters and manually change one to include “contains Cheat Sheet.” Here’s how the filter looks for the Overall Usage Page Views Events tabular report. I changed Filter F, and from here can download the data and manipulate it via Excel. As for the Feature Usage report, this is a report that shows count of actions by feature. The individual Cheat Sheet actions Gainsight tracks are actually pretty detailed and clearly labeled in my opinion, so I found this quite useful. Again, since we cannot actually add filters, I simply changed Filter D to include “contains” Cheat Sheet.The report is set as a pie chart, but I found that changing it to a bar chart is better because you can more easily see the individual events, whereas the legend in the pie chart cuts off the legend and requires a bunch of scrolling. Here’s what it looks like. Hopefully this helps! 

    14
    romihache
    Forum|Forum|4 months ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Allow custom display titles on dashboard widgets (independent of report name)New Idea

    Problem:Widget titles are automatically pulled from the report name, which creates a UX conflict: report names need to be descriptive for discoverability and organization (e.g. "Avg NPS Current Quarter (Accounts XYZ Only)", but that same string becomes the widget title in dashboards, where it often gets truncated with ellipses.This is a behaviour across all report types, but it's especially noticeable with KPI widgets, which occupy a small space and rely heavily on a clean, readable title to communicate value at a glance. The ask:Allow admins to set a custom display title at the dashboard/widget level, independently of the report name when desired. The report name stays untouched for search and organization, but on the dashboard, you could show something concise like *"Avg NPS Current Quarter"*, which is enough when the surrounding context already tells the story. As a nice complement, the full report name could be shown on hover prefixing the report description.

    5
    romihache
    Forum|Forum|4 months ago
    Edward.Castro
    Edward.CastroContributor ⭐️

    Admin feature to set comments from newest to oldestDiscovery

    The default view in community posts are set to show the oldest reply first, when intuitively it is of more value to have the newest posts be the default. We realize the users themselves can change this view, however, some may not realize they are able to so it maybe beneficial to our community and possibly others to allow admins to make the choice for this setting.

    7
    judahs
    Forum|Forum|4 months ago
    david_narunsky
    david_narunskyContributor ⭐️⭐️⭐️

    Ability to @mention a user in chatter when creating a CTANew Idea

    When creating a CTA for Risk, we want to be able to notify the Account Exec when the CTA is created. We typically use chatter for a manual reach out, but would like to @mention the AE in chatter at the point of CTA creation. This allows the AE to be more quickly prepared when they have the conversation with the CSM.   We’ve tried putting @mentions in the comment section of the CTA rule, both with and w/o using tokens. The text shows up in the comments as expected, but the @mention doesn’t link.   @meenal_shukla FYI

    13
    Forum|Forum|4 months ago
    pawanthallapalliContributor ⭐️

    Update your Customer Goal Metrics via Rules Engine or APIsNew Idea

    Current LimitationCurrently, there does not appear to be a supported way to automatically update Customer Goal (Success Plan Objective) metric values in Gainsight through:Rules Engine External Actions APIs Automated data integrationsMetric fields such as:Baseline Value Actual/Current Value Target Valuerequire manual updates within the Customer Goals UI.Business NeedMany organizations track dynamic customer success metrics such as:Product usage Session clicks Feature adoption Engagement trends Health KPIsThese values change periodically (weekly/monthly) and are already available in external systems such as:Pendo Looker Snowflake S3 Product databasesCurrently, although Gainsight supports automation for CTAs, health scores, and custom objects, Customer Goal metrics remain largely manual, creating:Additional operational overhead Manual maintenance effort Risk of outdated customer goals Reduced scalability for large customer portfoliosRequested EnhancementWe would like Gainsight to provide native support for updating Customer Goal metrics programmatically through:Rules Engine actions Public APIs Connector-based updates External Actions / Event frameworkSuggested CapabilitiesSome possible approaches could include:Exposing Success Plan Objectives as updateable objects in Rules Engine Providing REST APIs for Objective metric updates Supporting automated metric synchronization from custom objects Enabling dynamic metric mapping within Customer GoalsExpected BenefitsReduced manual effort for CSM and CS Ops teams Better alignment between product telemetry and customer goals Real-time progress tracking Improved scalability of Success Plans More accurate customer success reportingExample Use CaseA customer goal such as:“Increase Webpage Session Clicks from 8,000 to 15,000”could automatically update the “Actual Value” every month using product analytics data from Pendo or Looker, instead of requiring manual updates by the CSM. 

    0
    Forum|Forum|4 months ago
    krishna_reddy_k
    Gainsight Employee ⭐️
    krishna_reddy_kGainsight Employee ⭐️

    Bulk Sponsor TrackingNew Idea

    Sponsor Tracking: We have an option to add more than 1 contact to the sponsor tracking but these contacts should be from the same account. What if I have around 5K contacts from 1000 accounts? Should I go to each account and add to the sponsor tracking? It is not going to work for anyone. The current existing UI for sponsor tracking is working for the users who would like to track contacts one by one but not working for customers who wants to start using Sponsor tracking because they are expecting an easy way to add all the existing contacts to the sponsor tracking. 4 customers reached out to us for bulk sponsor tracking in the last 6 months.It would be benefit for the customers if we provide a UI to upload CSV with the list of contacts to track and Gainsight should process them and add to the sponsor tracking.

    3
    HollySimmons
    Forum|Forum|4 months ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Ability to accept initial Sponsor Tracking updates when confirming the tracking itselfNew Idea

    Currently when a profile is found for Sponsor Tracking you have to go to Suggested Profiles tab to accept the tracking and then REFRESH the page to have the updates show on the Profile Updates tab. This extra step is often missed by CSMs as they accept the profile(s) and believe that’s all that needs doing. It would remove a lot of friction of accepting the initial Title and Location was possible in the same flow as accepting the profile itself. 

    0
    HollySimmons
    Forum|Forum|4 months ago
    jenlpro
    jenlproHelper ⭐️

    Ability to make a field Mandatory even when legacy records have NULL valuesNew Idea

    It would be great if Gainsight allowed you to mark a field as mandatory post-creation despite existing records having null values. I would love it if one of the two were true:Field can be marked mandatory if there are null records, but records with NULL values will prompt field population upon next “edit” on the record page (ie if field is on C360, next time C360 is in “edit” mode, there is an error to populate the field before saving) Field can be marked mandatory with Admin prompted to set a default value which will automatically populate for all NULL legacy records before field was mandatory.The process right now is too clunky and time-consuming. This would save a lot of time, make the admin experience much smoother, and help with data integrity.  (and yes, I do have previous Salesforce admin experience and am missing this functionality greatly in Gainsight 😭)

    2
    HollySimmons
    Forum|Forum|4 months ago
    ArthurVV
    ArthurVVContributor ⭐️⭐️

    Saved color palette in engagement editorNew Idea

    Currently the engagement editor has a palette of about 30 default colors that can be easily applied. It would be nice to enter hex codes that match the theme of our product and save these into this color palette to allow easily applying colors for text, headers, buttons, etc.

    3
    aharkut
    Forum|Forum|4 months ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Engagement History Tracking/Audit CapabilityNew Idea

    Engagements have significant ramifications for what end users see. Given the power and speed as which mistakes can be made it would be good for audit purpose to know who made what changes on an engagement. As engagements are not protected by either the creating user or the product (anyone with Engagement permissions can edit any engagement) it is very possible for others to make unwanted edits to an engagement that could then go out and be problematic with no way to identify the cause. Ask is for a historical log of who made edits to engagements. 

    4
    aharkut
    Forum|Forum|4 months ago
    efoley
    efoleyHelper ⭐️

    Expand Dynamic Date Filter Presets in ReportsNew Idea

    The date filter in reporting currently offers limited dynamic preset options (Last 7 Days, Last 30 Days, Last Week, Last Month). These are limiting when trying to analyze data across more meaningful business timeframes.We'd love to see additional dynamic date presets added, such as:- Last 90 Days- Current Quarter / Last Quarter- Year to Date (YTD)- Last 12 MonthsThese are standard reporting intervals, and having them available would significantly improve the reporting experience for teams who review learning data on a quarterly or annual cadence.  Manually setting date ranges as a workaround adds unnecessary steps, plus this doesn’t work when trying to schedule reports since the dates don’t roll. 

    0
    efoley
    Forum|Forum|4 months ago
    gunjanm
    gunjanmExpert ⭐️

    Allow Export from CTA Mass EditNew Idea

    For documentation purposes, we like to retain a record of which CTAs were adjusted for whatever reason. It is annoying to essentially have to rebuild that report twice in order to get an export and then to be able to actually do the update. It would be good to have a download option right from the CTA Mass Edit view. Obviously affects Tasks and Success Plans too.

    0
    gunjanm
    Forum|Forum|4 months ago
    Jitesh
    Gainsight Employee ⭐️
    JiteshGainsight Employee ⭐️

    Request to have Audit logs in UI for any change in SAML connectionNew Idea

    Raising this Idea on behalf of a customer.They have raised a concern that their SAML connection has been removed and this went unnoticed since only 2 of the users actually login through SAML and from support we were unable to identify who has performed it since the logs are only available upto 30 days of time. We request the product team to review the possibilty to add audit logs in UI so next when someone makes any changes to SAML connection the changes can be reviewed by the admins.

    0
    Jitesh
    Gainsight Employee ⭐️
    Forum|Forum|4 months ago
    cm-rob-sContributor ⭐️

    Mass import users to groupsNew Idea

    You need to add functionality that allows for mass importing users to groups. 

    0
    Forum|Forum|4 months ago
    jackie_cofield
    jackie_cofieldContributor ⭐️⭐️⭐️⭐️

    Enable others to edit a Timeline note to make it collaborativeReleased

    Both our account managers and CSMs use Timeline which is great, the bad part is that they aren't able to collaborate on meeting notes. We have situations where there is a customer meeting, and then both the CSM and AM post notes recapping their insights from the meeting and it clogs up the timeline.  Is an improvement coming where team members can collaborate on a timeline post?

    23
    ChiragJ
    Forum|Forum|4 months ago
    jason_hoe
    jason_hoeContributor ⭐️⭐️⭐️

    Timeline to support multi-select dropdownReleased

    Hi team! It would be great if we can allow drop downs to be multi-select so you don't have to use a number of check boxes. Can we consider this as an enhancement?

    15
    ChiragJ
    Forum|Forum|4 months ago
    meenal_shukla
    meenal_shuklaGainsight Employee ⭐️⭐️

    Multi-select picklist option available in TimelineReleased

    Customer wants a timeline entry for product audit. In that audit, there will be multiple products that will be audited. How can they mark more than one product in the dropdown that shows up if there is no multi-select picklist option? 

    53
    ChiragJ
    Forum|Forum|4 months ago
    jen_pakravan
    jen_pakravanContributor ⭐️⭐️⭐️⭐️⭐️

    Integration between Timeline Activities and Google CalendarReleased

    We have a use case where it would be helpful to see in Gainsight all of the upcoming customer calls/onsites, which we typically have stored in individual CSM calendars. Is there a way to do this presently in the system? If not, I know there's an ongoing thread about CTAs and GCal integrations that I think is similar (and not redundant) to this request.

    35
    ChiragJ
    Forum|Forum|4 months ago
    leanne
    leanneContributor ⭐️⭐️⭐️⭐️⭐️

    Adding fields to Timeline ActivitiesReleased

    When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox.  Is a "Picklist" type field anywhere in future plans? I'm trying to match the Timeline Call Activity fields to my existing Salesforce Call Log fields, so that the calls will sync over to Salesforce, but we have several required Picklist fields in Salesforce, and I don't want to end up with a lot of messy data from open text fields. 

    26
    ChiragJ
    Forum|Forum|4 months ago
    darkknight
    darkknightExpert ⭐️

    Change Management log to identify what changes have been made and by whomCurrent Behaviour

    As our organization increases adoption of the tool and we have multiple operations team members working inside of Gainsight, there needs to be a mechanism for tracking changes that were made and by whom - both at the administration level and the user level.  As of now any changes have to be tracked manually - if at all. A nice addition to this would be the ability to receive a daily or weekly digest of all administrative changes that occurred.

    31
    ChiragJ
    Forum|Forum|4 months ago
    JNPowerFactorsContributor ⭐️

    Converted ARR and other currency fields as a default field call for APINew Idea

    I am trying to write some basic calls for collecting reporting data from the Company object using the API and have found that it is not natively possible to collect converted ARR from the API. Support recommended that we create a custom field that holds converted_Arr and or the conversion rate. The problem with this is that it is useful to be able to just call any currency field and sort on normalized data before returning results. Example I want to pull the top 25 companies by ARR in base currency. I want the API to spit out 25 results, not all results, then convert them, then filter again. Also setting up a secondary converted field for every currency field is error prone and an unnecessary waste of database storage and computational resources. And it is prone to error since this would need to be stored individually in every native and custom object.  I would love for it to be natively possible in the api to simply have a call include a .converted field transformation or derived field such as:"select": [    "Gsid",    "Name",    "Arr",    “Arr.converted”,    "CurrentScore.Name"  ] This would ideally convert to the corporate currency defined in the currency management. Alternately it would be helpful to be able to convert to any currency in the currency manager (ie Arr.USD, Arr.SEK, Arr.GBP). This would ideally also function on all APIs with all objects.

    1
    Forum|Forum|4 months ago

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