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    Idea Pipeline

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    6160 Ideas

    j_ditzel
    j_ditzelContributor ⭐️⭐️

    Include PDFs as content in the In App HubNew Idea

    It would be great to include PDFs as content in the In App Hub. We have many job aids and other content we would like to surface to customers via the In App Hub but each one has to be rewritten as HTML. There is currently no good way to convert a PDF to HTML that retains styling and marketing guidelines consistently. Instead, each document must be rebuilt from scratch as HTML with CSS.

    0
    j_ditzel
    Forum|Forum|6 months ago
    Tomas Trijonis
    Tomas TrijonisContributor ⭐️⭐️⭐️⭐️⭐️

    Add "Show data from all children" option to C360 Summary reportsNew Idea

    There is a very useful checkbox “Show data from all children” on all reports in C360, that are added to a “Report” type C360 page. It allows to see data accumulative with all child accounts, which in our business is often a must.However, the very same report added to the Summary page will not have this option.Summary page is uniquely useful in its features, so we (as many others) have it as the first page of any customer’s C360 view. However the lack of this checkbox in any reports massively limits this tabs usefulness and clarity.Please add this option for all reports in Summary page as well, for both consistency and improved usefulness, so that users wouldn’t need to navigate away and search for the same report in other C360 tabs. Images for reference: 

    0
    Tomas Trijonis
    Forum|Forum|6 months ago
    CatyguerrantContributor ⭐️

    Spaces Invite TemplatesNew Idea

    It would be very beneficial for Spaces invite templates to be universally created to promote consistency and branding across all users.

    1
    ssamarth
    Forum|Forum|6 months ago
    Gainsight Employee ⭐️
    Cdavis1212Gainsight Employee ⭐️

    Spaces - Section for pushing communications to all customer spacesNew Idea

    As an admin, I would like to have a widget/section where I can post news/updates/product releases/etc to all customer spaces.

    1
    ssamarth
    Forum|Forum|6 months ago
    Al M
    Al MContributor ⭐️⭐️

    Ability to mass update spaces intro textNew Idea

    Hi team,It would be great if CXMs could update their Spaces intro text in bulk. We’re looking to embed an intro video personalized for each CXM, but currently, it seems this has to be done manually for every account. Since some CXMs manage 50+ accounts, this becomes quite a heavy manual lift just to make a small change on the Spaces page.Adding the video really helps create a personal touch, but the current manual process makes it difficult to scale.Additionally, it would be fantastic if the intro text supported tokenization—similar to what’s available in the Rules Engine or CTA comments (e.g., @company name or @CSM name).Are these enhancements planned for an upcoming release?Thanks a million,Alan

    2
    Forum|Forum|6 months ago
    phaneendhar_lingam
    phaneendhar_lingamContributor ⭐️⭐️⭐️

    History Tracking for MDA ObjectsDevelopment

    History tracking data is important for  trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this.   For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ; Kite Value (Number);  Kite Location (String) } *Kite Name is consistent hence not required for tracking.   Rule Name -> ‘Load Kite Info Backup’, scheduled to run at 10am Load all the values from ‘Kite Info’ to ‘Kite Info Bkp’ with Upsert operation and Identifier ‘Kite Id’   History Tracking object – ‘Kite Info History’   Column Name DataType Kite Id String Kite Date New Date Kite Date Old Date Kite Value New Number Kite Value Old Number Kite Location New String Kite Location Old String Kite Date Changed Boolean Kite Value Changed Boolean Kite Location Changed Boolean Changed Date Date   History Tracking Rule Setup, Rule Name à ‘Kite History Tracking’ ; Scheduled to run at 9am daily. “Timing of this rule is of highest importance – this should be scheduled to run after the source ‘Kite Info’ is reloaded but before the backup object ‘Kite Info Backup’ is refreshed. In the Merge task, I’m doing inner join on Kite Id.   Fields in the Transformation task ‘Change Capture’ are as follows, Those with prefix ‘new’ are from ‘Kite Info’ Those with prefix ‘old’ are from ‘Kite Info Bkp’ Field List – Kite Id, Kite Date Old, Kite Date New, Kite Date Changed and similarly for Kite Value and Kite Location Case statement, When ‘Kite Value New’ not equals ‘Kite Value Old’ then ‘Kite Value Changed’ is True Similarly for Kite Date and Kite Location. I’m introducing another case field as, When ‘Kite Value New’ not equals ‘Kite Value Old’ (OR) ‘Kite Date New’ not equals ‘Kite Date Old’ (OR) ‘Kite Location New’ not equals ‘Kite Location Old’ Then ‘Changes Made’ is True Only if the above value true, a record will be considered for inserting into History tracking object.   Loading into History Tracking object is of INSERT type action, as we have to capture all the changes being done.

    60
    laurennewman7
    Forum|Forum|6 months ago
    CurtisValentine
    CurtisValentineHelper ⭐️

    Auto-Add New Dropdown ValuesNew Idea

    We have a lot of Dropdown lists being populated by Rules and data from an integrated system. We would like the ability to allow the Rules to create new Dropdown List values rather than fail if one is not mapped. Example: Countries & StatesOur Country & State lists includes characters that aren’t allowed in Gainsight, including apostrophes. We constantly sell to new Countries and States. This means we need to add dropdown values almost daily. We have never been able to find a full list we can upload through excel. Somehow, values are always missing. We would like the ability to let the Rule create the new Dropdown List values for us as they appear.  

    4
    Ester.Memoli
    Forum|Forum|6 months ago
    amandaselck_gh
    amandaselck_ghContributor ⭐️

    Roll child timeline activities into parent's Cheat SheetNew Idea

    We love the existing functionality that allows timeline activities from child accounts to roll up into the parent account's timeline — this has been a great step toward giving our teams a complete picture of account health across hierarchies. We'd love to see this same rollup behavior extended to the AI Cheat Sheet.The ask: When viewing a parent account, the AI Cheat Sheet should synthesize and surface highlights from all child accounts within the hierarchy, not just the parent account itself.Why this matters: For teams managing complex, multi-subsidiary accounts, this would:Reduce context-switching — ICs and Leaders get a full account narrative from a single view Improve executive briefings — quickly understand health and activity across an entire account family without manual aggregation Support proactive risk identification — spot trends across child accounts before they escalateToday, our team is manually piecing together insights across child accounts before every customer meeting. A rolled-up AI Cheat Sheet would make the feature significantly more actionable for enterprise CSM teams.

    0
    amandaselck_gh
    Forum|Forum|6 months ago
    Erik_
    Erik_Contributor ⭐️⭐️⭐️⭐️⭐️

    Add the ability to clean-up moderation tags / autodelete unused tagsDiscovery

    We use moderation tags to identify topics for various feedback loops. The tags are added to topics by our moderation team as they handle the topics. However, due to the lack of auto-complete (and zero traction for the idea for that), we have numerous misspelled versions of each tag.  There is no way for us to do a clean-up of these misspelled versions and remove them. Even after changing the misspelled tag to the correct one, the misspelled version remains present in the filter list. And as such I keep having to check if it has been actually been given to a topic or is still just an empty remnant. You can have customer service clean out the unused tags, but it would be much easier if we can eitherclean-up tags ourselves make it so that unused tags get autodeleted

    2
    Larry
    Forum|Forum|6 months ago
    AnitahgContributor ⭐️⭐️⭐️⭐️⭐️

    Advanced Weighted Gamification Scoring (Quality over Quantity)New Idea

    Context & Use Case: Right now, our point system is entirely based on generic actions rather than the actual value of a contribution. For example, our current rules award 1 point for giving a like and 15 points for creating a topic. This means a user can spend 15 seconds clicking "like" on random posts and earn the exact same number of points as a user who spends two hours documenting a highly complex, net-new use case for the community. This inadvertently rewards volume and "point farming" over genuine knowledge sharing.Proposed Solution: Introduce Advanced Weighted Scoring that allows admins to adjust the relative weight of actions to prioritize quality. Specifically, we need the ability to: Devalue or Cap Basic Actions: Give admins the option to cap clicking like a small daily limit so they can't be used to climb the leaderboard. Highly Reward Complex Contributions: Allow us to create custom, high-value point allocations (e.g., 100 or 200 points) for actions that drive the community forward, such as publishing a verified knowledge base article or sharing a detailed, multi-step use case. Value/Impact: By creating a wider gap between low-effort clicks and high-effort content creation, we can naturally encourage our users to share deeper, more meaningful insights. This ensures our leaderboard accurately reflects our true community experts, rather than just our most active clickers.If you think our gamification should reward deep expertise over quick clicks, please upvote this idea and share how you'd like to see points weighted!​@olimarrio ​@Mithila Jayalath ​@Snjezana Slabek ​@Maritsa  

    1
    Forum|Forum|6 months ago
    AnitahgContributor ⭐️⭐️⭐️⭐️⭐️

    Tracking and Badging for AI-Specific ContributionsNew Idea

    Context & Use Case: AI is rapidly changing how we use our tools, and our community members are already developing incredible, cutting-edge AI workflows, prompts, and use cases. We need a way to specifically encourage, track, and celebrate this new frontier of knowledge sharing.Proposed Solution: Create dedicated AI Badging and Tracking within the gamification engine. Allow admins to set up automation that tracks when users contribute content to AI-specific categories  Automatically award specialized badges to users who frequently contribute high-value AI content across community and academy (Skilljar by Gainsight). Value/Impact: This will incentivize the community to actively share their AI experiments and successes. By gamifying AI contributions, we can rapidly build a centralized repository of AI best practices and highlight the members who are leading the charge.Are you exploring AI use cases? Upvote this idea so we can start recognizing the AI trailblazers in our community!​@olimarrio ​@Mithila Jayalath ​@Maritsa ​@Snjezana Slabek 

    1
    Forum|Forum|6 months ago
    dkobeContributor ⭐️

    Learning Path Feature ParityNew Idea

    Currently, there is a significant functional gap between Courses and Learning Paths within Skilljar. While Courses offer robust administrative controls, automation, and granular reporting, Learning Paths often act as simple containers.To provide a seamless experience for both admins and learners, we request feature parity for Learning Paths. This will allow for more sophisticated curriculum design and reduce the manual overhead currently required to manage multi-course programs. Advanced Enrollment Management Admins need the same level of control over Path entry as they have for individual Courses. Specifically we need the capability for admins to edit the "Enrolled On" date for a learner’s path record. Path-to-Path Prerequisites Mirror the flexible gating logic available at the course level to create structured learning journeys. Sequential Locking: Requirements to complete Path A before unlocking Path B. Flexible Gating: Support for "AND/OR" logic when setting prerequisites across multiple paths. Completion Controls & Scoring Learning Paths should carry their own "transcript-level" weight rather than just reflecting the sum of their parts. Status Management: Clear Pass/Fail logic for the entire path. Aggregate Scoring: A path-level grade based on weighted averages of the underlying courses. Completion Actions & Automations Automate the "What’s Next" after a learner finishes a complex curriculum. Chained Enrollments: Automatically enroll a user in a new path or course upon completion of the current path. Deactivation Timers: Automatically revoke access to path content after a set period post-completion. Approval Workflows: A "Request Access" flow for paths that requires admin or manager sign-off before the learner is enrolled.

    0
    Forum|Forum|6 months ago
    varunkumar nandyalaContributor ⭐️

    Incorrect Percentage Display for CSM Assessment Overrides in ScorecardsNew Idea

    Description:When a CSM manually overrides a score through the CSM Assessment in Scorecards, the override itself functions correctly and updates the score as expected. However, the percentage displayed in the scorecard is inaccurate.In scenarios where a score is overridden, the UI shows 0% instead of 100%, even though the override is successfully applied. This creates confusion for users because the percentage value does not reflect the actual override action.Current Behavior:The override works correctly and updates the score. The percentage displayed is incorrect (0% instead of 100%) when an override is applied. This occurs across multiple CSM override scenarios.Expected Behavior:When a CSM overrides a score using the CSM Assessment, the percentage displayed should correctly reflect the override (e.g., 100%) rather than showing 0%.Impact:The display is not intuitive for users. It can create confusion during scorecard reviews and reporting. Users may assume the override did not apply correctly because the percentage appears incorrect.Suggested Improvement:Update the Scorecard logic so that when a CSM override is applied, the percentage displayed reflects the override appropriately (e.g., 100%), ensuring the UI aligns with the actual scoring behavior.

    0
    Forum|Forum|6 months ago
    AnitahgContributor ⭐️⭐️⭐️⭐️⭐️

    MVP "Verified for Industrial Context" StampNew Idea

    Context & Use Case: As our community grows, navigating through threads to find solutions that apply to specific, complex business environments can be challenging. While standard "Accepted Solutions" are great, they don't always indicate if a solution works well at an enterprise or specific industrial scale.Proposed Solution: Implement a Human-in-the-Loop verification system that empowers our MVPs/Superusers. Give MVPs a dedicated button or "stamp" to mark specific threads or replies as "Verified for Industrial Context" (or allow admins to customize this badge text). This visual indicator would sit alongside or above the standard "solution" checkmark, serving as an endorsement from a trusted community expert. Value/Impact: This adds a crucial layer of trusted, human curation. It allows users looking for robust, tested solutions to quickly identify best practices endorsed by our most experienced members, while giving MVPs a meaningful way to moderate and elevate high-quality content.Do you rely on our MVPs to find scalable solutions? Please upvote if you'd find an "Expert Verified" stamp helpful!​@olimarrio ​@Mithila Jayalath ​@Maritsa ​@Snjezana Slabek  

    0
    Forum|Forum|6 months ago

    Improve community content & categories widgetReleased

    Allow for the home page community content and categories widget to be customized with additional tabs (not just three). For example, I’d love to be able to create a tab that shows activities from a particular set of categories or a group. 

    5
    Sudhanshu
    Forum|Forum|6 months ago
    blemire0112
    blemire0112Helper ⭐️⭐️

    Enable Users to Mass Edit Recurring CTAs.New Idea

    While I know that Admins can mass edit CTAs in the Cockpit, it would be helpful if the users have the option to edit/delete recurring CTAs in a mass edit, rather than edit it one at a time and/or request this to be done/completed by the admin. 

    2
    rrobinson
    Forum|Forum|6 months ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Mega menu dropdown items visibilityNew Idea

    Right now, it is possible to define visibility by segment on top items in the mega menu. I’d like to have this option also available for subitems in the (recently released) dropdown items. This will make it possible to keep our menu structure clean, but reserve certain pages for customers, for example.

    0
    Jef Vanlaer
    Forum|Forum|6 months ago
    Alexandra_
    Alexandra_Contributor ⭐️⭐️

    Option to sort replies in Product Updates to newest firstNew Idea

    Our community users are asking for the option to sort the replies in Product Updates, specifically to newest first. Default is oldest first and the option to sort the replies isn't there at all right now. Though, in regular topics the option to sort the replies ís there. Can this be added (or created) for the Product Updates as well? 

    0
    Alexandra_
    Forum|Forum|6 months ago
    katie_b
    katie_bHelper ⭐️

    Cheat Sheet Outputs available in multiple languagesNew Idea

    We are a global team and love Cheat Sheet, but would appreciate the ability to view the outputs in multiple languages for our team.

    3
    Ritika Jindal
    Forum|Forum|6 months ago
    darkknight
    darkknightExpert ⭐️

    Company Person should be able to export the List ViewDiscovery

    Now that we are on NXT, we are fully shifting our view in Gainsight to the Person/Company Person construct in place of SFDC Contacts.Previously though we had a Related List section on C360 that displayed the list of SFDC Contacts. Our end users would frequently use the Export function on that section:There does not appear to be an export option in the Company Person view:The only workaround I can see would be creating a Related List view off the Company Person, but this would not give them the ability to Create new persons and we don’t want two sections.This is a request to enhance this widget to have an export option.

    16
    pranaykundarapu
    Forum|Forum|6 months ago
    shaunakiefContributor ⭐️

    Automated Summaries Pushed to Salesforce Slack ChannelsNew Idea

    As we look to provide better opportunities for collaboration across our broader Account teams for a given customer (AE, SE, Renewals Rep, CSM), we would greatly appreciate if consideration was taken to develop the ability to automatically push Gainsight AI-generated Account summaries into Salesforce-linked Slack account channels.

    0
    Forum|Forum|6 months ago
    Jasper
    JasperContributor ⭐️⭐️⭐️⭐️⭐️

    Ask me Anything option for CCOpen

    I saw a few other Ideas about an AMA function for Staircase AI, but it would also be nice to have this in CC. The ability to start an AMA where community users can ask whatever they want. Is this something that can be possible for CC?

    4
    Larry
    Forum|Forum|6 months ago
    wtroppeContributor ⭐️

    Improve Authentication User ExperienceNew Idea

    When I leave a tab open and come back to it later, I get the login screen. When I log in again, it takes me to a totally different page. This makes it hard to regularly revisit a “bookmarked” tab without re-navigating the site map. New pages upon login often open in new tabs, making it difficult for me to “pin” a page/dashboard in my browser I want to routinely come back to.

    0
    Forum|Forum|6 months ago
    darkknight
    darkknightExpert ⭐️

    Rules Engine: Add "Month Name" to Transformation Date FormulasNew Idea

    I’ve found a use case to need to include the Month name as a token.  It would be great if we could have a “Month Name” as a date formula to derive the name of the month from a date. I tried doing a case expression, but since it doesn’t give a “Starts With” option, I am not able to derive the month from a date and convert it to text.

    12
    pranaykundarapu
    Forum|Forum|6 months ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Option to Show Boolean field as Checkbox in ReportsNew Idea

    In a similar vein to how the C360 used to show True/False and now shows a checkbox for Boolean fields I would love the option to do this in reports. I say option as sometimes True/False/Null may be preferred and sometimes just a Checkbox would be better. This is especially true for when we have end-user facing reports, and those with in-line editing. It is much cleaner to just see a checkbox than a load of text that initially is hard to quickly see who has what set. It also lets us control the options that can be set to just True/False and reserve Null for us admins/back-end updates if required. 

    1
    dayn.johnson
    Forum|Forum|6 months ago

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