Product Ideas | Gainsight Community

6164 Ideas

rplockiGainsight Employee ⭐️

Ability to review and approve or reject emails before they are sent by automated plays.New Idea

Example: risk emails or renewal emails could be paused for CSM approval, so if the CSM had already spoken with the customer, they could stop the email from sending.

Forum|Forum|11 months ago

CHillTEContributor ⭐️⭐️

Customer-facing "Enlarge" option for images in Slider Engagement DialogsNew Idea

We publish a monthly Product Updates Slider Engagement to our customers, and we had a customer request the ability to enlarge the screenshot images in each slide, as they can be quite small images trying to show a sizeable section of an in-app screen. I've attached an example. We advised the customer to right click to open the image in a new tab, and we're aware that we can add a hyperlink to these images to show the screenshot in a separate window if desired.However, I think it would be nice if a customer viewing our Engagements had the option to hover and/or click and choose to show a larger version of the image, without leaving the Engagement and our app, perhaps in a pop-in modal on top of the engagement. This could be a setting to toggle on or off in the Engagements Editor, or just a standard feature of images in Engagements.This would be a nice value-add for our Product Updates Slider Engagements, where the images tend to be screenshots, and can be hard to see in the small Engagement dialog. (Note: we wouldn't want to make our Engagements dialogs much bigger, to accommodate larger images, as users on smaller screens would have a much worse experience. Screen-size-responsive dialog sizing would be a great feature add, too!)I did also reach out to Gainsight Support about this, and they suggested I post it here. They also let me know that we would already be able to do this with a Guide-type Engagement, by adding onclick JavaScript directly in the engagement HTML. Unfortunately we prefer Sliders over Guides for this type of update, as the Guide’s true “buttons” make it feel more like “work” for our users to get through, where a slider is more lightweight-looking and easier/more intuitive to click through using the arrows. I should note that if we had this same HTML editability for Sliders, that would also work for what we need to accomplish, but a toggle or setting might be more user-friendly.

Forum|Forum|11 months ago

AshtonContributor ⭐️⭐️⭐️⭐️

Funnel Report Support for Matching Field Logic Across Steps (e.g., Object ID)New Idea

Subject: Enhancement Request: Funnel Report Support for Matching Field Logic Across Steps (e.g., Case ID)Description:We would like to request an enhancement to the Funnel Report in Gainsight PX that would allow steps in a funnel to be logically linked by a matching field, such as an Object ID, to better reflect user journeys tied to specific objects.Use Case:In our product, users can create and manage multiple objects (called cases) simultaneously. Each case progresses through a defined workflow (e.g., Step 1 → Step 2 → Step 3). However, users often work on multiple cases in parallel, switching between them as needed.Currently, the funnel report tracks user activity across steps without ensuring that those steps are tied to the same object instance. This leads to inaccurate funnel progression data, as a user may complete Step 1 on Case A, Step 2 on Case B, and Step 3 on Case C — which should not count as a valid funnel progression.Proposed Enhancement:Introduce a "Matching Field" configuration option for each funnel step that allows us to specify a field (e.g., Case_id) that must have the same value across all steps in a funnel instance. This would ensure that:Funnel progression is only counted when a user performs all steps on the same object (e.g., the same case). The report can track multiple funnel journeys per user, one per unique matching field value (e.g., one funnel per case).Benefits:Enables accurate tracking of object-specific workflows. Supports more granular analysis of user behavior across multiple concurrent journeys. Aligns funnel reporting with real-world usage patterns in products where users manage multiple entities.Example Configuration:Step 1: Custom Event case_created with attribute case_id Step 2: Custom Event case_updated with attribute case_id Step 3: Custom Event case_closed with attribute case_id Matching Field: case_id (must match across all steps)Thank you for considering this enhancement. We believe this would unlock powerful new use cases for funnel analysis in PX and better support products with object-based workflows.

Forum|Forum|11 months ago

meera.rContributor ⭐️

Gainsight Assit Gmail Plugin Enhancement RequestNew Idea

Hi Team,We would need the below Features on Gainsight Gmail Integration.Meeting Activity Logging Current manual logging options, including Gainsight Home, don't provide the efficiency we need We'd like to see a single, enhanced automated solution rather than multiple manual logging options Gmail Integration As a fundamental tool used by most of your customers, the current Gmail integration lacks necessary functionality Specifically, we need improved subfield capabilities for email integration Thanks

Forum|Forum|11 months ago

darkknightExpert ⭐️

Allow Rich Text fields on My PortfolioNew Idea

Another day, another platform limitation.Please allow Rich Text fields to be available to My Portfolio.ExpectationReality

Forum|Forum|11 months ago

tbirrContributor ⭐️

Downloadable ContentNew Idea

We have quite a few courses that include PDF files our learners can download and use after they complete the course. It would be helpful to be able to view the number of downloads from each course in the dashboard. Is that on the roadmap at all?

Forum|Forum|11 months ago

CzarateContributor ⭐️

Save a lead as a draftNew Idea

Hello, Our CSMs would find valuable to be able to save new leads as a draft, so they can come back and finishing later. This will enable them to submit valid leads. Any thoughts? Regards, Carlos

Forum|Forum|11 months ago

ashapiroContributor ⭐️⭐️

Need the ability to bulk delete attachmentsNew Idea

Request:Give users the ability to bulk delete attachments via Attachment tab in 360 and reports. Why?We love that you can now see all attachments in the 360 views, but we’re noticing a lot of spam within those lists. Most of them seem to come from email signatures that get captured as attachments. Current workaround: Right now, some users manually delete each attachment that’s spam/noise. This is time consuming and unrealistic. Instead most users just leave a ton of spam in the Attachments which makes it near impossible to find the valuable/meaningful attachments for some customers.

Forum|Forum|11 months ago

bradleyExpert ⭐️

Allow Attachment Tagging on UploadNew Idea

Tagging is a handy element (though could use some work) of the new Attachments feature. However, the actual implementation of it seems very clunky from a user perspective for a couple of reasons.For one thing, you can’t manage them in bulk, or across customers. This isn’t really what this post is about but it’s only available on the 360s right now meaning it’s only visible one customer at a time. You can only add Tags *after* the file has been uploaded. This is the main issue here. The ask here is simple: Update the Tag workflow to allow file tagging during upload via whatever means the file/link is being added. Why is this important? Consider the function of tags: Reportability and organization. As a user, I might want to add a tag to something so that I can find this more easily. As a business, I might want my users to tag files in a certain way for reporting/KPI purposes. Let’s look at the timeline workflow as an example of this workflow: The great thing about timeline, is you *do not* have to be on the 360 to create one. You could be on a CTA, Success Plan, some non-Attachments tab 360 section, Home, etc.However, you can *only* add a Tag on the Attachments section of the 360s. This means, if you want/need to add a Tag, and you have created a timeline entry on Home, you have to:Create timeline Add Attachment Go back to that customer 360 Go to the attachments tab Find the file Add the Tag(s)Instead of:Create timeline Upload Attachment with tagsNot only would this change obviously reduce the steps a user would need to go through, but it would also maintain the usefulness of creating Timeline entries from everywhere or “meet you where you’re at”. This feature does *not* meet you where you’re at, and will be incredibly frustrating for users and probably hamper adoption.For us, adoption of Tags is a critical component of this attachments feature.

Forum|Forum|11 months ago

jenlproHelper ⭐️

Add All Configuration Types for P360New Idea

Right now, P360 is still in a perpetual beta. I’d love to see this feature level-up, which should absolutely include expanding the available section configuration types to include the same options available in C/R360. Currently, in each section, available section configuration types are:C360: Attributes, Company Hierarchy, Embed Page, People, Reports, Summary R360: Attributes, Embed Page, People, Reports, Summary P360: People Maps, Reports, SummaryArguably, they all share Reports, Summary, and some kind of People option. However, it’s clear that both the attributes type and the embed page type are missing from Person 360 at this time.It would additionally be really helpful if there was some standard section type for displaying a list of Companies & Relationships that the Person is tied to that are clickable for ease of both reference and navigation; workaround today is to use Reports to surface these. editing to add… our team doesn’t actually manage contacts in Gainsight. We trust our platform user information combined with some Salesforce data. The ability to embed a page would allow us to essentially allow our team to manage contacts from Gainsight, which they can’t do today and creates a ton of friction 😬

Forum|Forum|11 months ago

CameronBoettcherContributor ⭐️

P360 Feedback - Default to Active Users on People TabNew Idea

The People configuration within the C360 allows us to toggle between All, Active, and Inactive users. Currently, the default configuration is set to the All Status option without allowing Admins to make and adjustments.Our team seldom needs to see/interact with inactive users, so it would be a nice quality of life update to allow Admins to set up an Active User default here. It would ultimately save each team member two clicks every time they need to see contacts on an account.

Forum|Forum|11 months ago

Molly.McQHelper ⭐️

Add Dashboard Status Options in CSNew Idea

Currently, any dashboard created in CS is immediately visible to admins or provisioned users. There is no option to mark a dashboard as “Draft” or “Inactive.” The only workaround is adding “WIP” or “DRAFT” in the dashboard title. This does not restrict access, is easy to miss in dropdown menus, and often confuses end users.The alternative is to adjust user permissions or bundles, which is not a good solution. This requires admins to repeatedly edit sharing logic, introduces risk of impacting unintended users or groups, and creates additional work to revert changes later. If forgotten, dashboards remain exposed or inaccessible to the wrong audiences.Other Gainsight objects (such as programs, activities, playbooks, templates, rules, etc.) already support draft, active, and inactive/published statuses. Dashboards are an exception. This inconsistency complicates governance overhead and forces admins into risky workarounds for what should be a simple task.As such, requesting to introduce dashboard statuses such as:Draft - visible only to the creator and admins, hidden from other users Active - (current behavior) visible to provisioned users Inactive - Retained, but hidden until reactivated or deleted This would effectively reduce admin effort and eliminate the need for risky permission/bundle manipulation. In addition, it would:Provide a more consistent lifecycle approach across CS features Prevent unfinished or outdated dashboards from undermining end user trust in reporting Reduces dropdown and search clutter for end users Support improved administration/governance and change management by allowing testing, iteration, and archiving without unintended exposureNOTE: I could have sworn this idea already existed, but our team has been unable to locate it in the community; please merge as appropriate if related idea exists.

Forum|Forum|11 months ago

dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

Add option for default link style (parent values?) in email templatesNew Idea

This is related to my previous post re: individual link styles. That one has been resolved, but it’d be great if we could update our default link style to match our branding guidelines. It seems that updating the theme for email templates is a thing (at least per this post about community emails), but I haven’t seen any options to do so for JO email templates in CS.Further, I just noticed here that link formatting in the new Horizon email templates is “auto calculated based on the parent values.” Is there a way to update the parent values for Link Formatting?Our organization recently conducted a brand unification initiative (between marketing and our enablement teams), and having to manually update the style and color for every link in an email would be a massive headache.

Forum|Forum|11 months ago

mightyludContributor ⭐️

Post Staircase Enablement Remove App Switcher in CSNew Idea

When going through the permissions after setting up Staircase in CS I find it odd that there is no setting to turn off the App Switcher. I understand the need for this feature and it is neat but we would like to prioritize using SSO to login to Staircase directly. Our original plan was to have Managers have access to Staircase directly and through CS but limit ICs access directly and keep them CS where they can access the information through C360 and Executive Dashboard.

Forum|Forum|11 months ago

mobrien14Helper ⭐️

Allow CSMs to rearrange Cockpit viewsNew Idea

As part of routine feedback, one of our CSMs requested the ability to rearrange the Cockpit view list so that custom views are at the top of the drop-down vs. the admin defined views.Because the CSM has created a number of custom views to fit his personal work style, he tends to gravitate to those as opposed to the standard, OOB ones provided by Gainsight or more general ones that our admin team has created. Allowing him to have his custom views at the top would reduce the amount of scrolling required daily.If sorting is not possible, even having a “favorite” option like with dashboards to pin his most used ones at the top of the list would be ideal.

Forum|Forum|11 months ago

SurendraGainsight Employee ⭐️⭐️

Exclude weekends from analyticsNew Idea

Posting on behalf of a customer.It would be great if the Average Session Duration widget and other analytics date fields included an option to exclude specific days (e.g., Saturdays and Sundays). This would make the data more relevant and useful for our analysis.

Forum|Forum|11 months ago

amanda.caldwellContributor ⭐️⭐️⭐️⭐️

Port in LinkedIn Profile Picture to the P360 Profile ImageNew Idea

Since you are already porting in information from LinkedIn, if tracked, it would be great if the person’s LinkedIn profile picture could also be ported into P360. This would be a great way to push Sponsor Tracking adoption.

Forum|Forum|11 months ago

pranaykundarapuGainsight Employee ⭐️

View Activity Timelines Created Through Automated Program in P360New Idea

Hi Team,With the current design of P360 , we are not showing the timeline records of type Automated program.Valuize reached out to support that they would like to have the timeline records of type Automated program displayed in P360.Please check and consider this request to add the required functionality as requested by customer.

Forum|Forum|11 months ago

JaySHelper ⭐️

Ability to exclude Community (CC) Ideas from PX search resultsReleased

We have a complex product with many training resources available in the KC bot. We would like to have the option to exclude GainsightCC “ideas” from the search results in order to reduce the number of matches that are returned that the user has to sift through. We do have the community categories set in the PX KC bot for that product, but since an idea is linked to the product in CC, there is currently no way to exclude them.

Forum|Forum|11 months ago

czhongContributor ⭐️

Default Registration email when setting up Skilljar Learning Path ActionsNew Idea

When creating a new Learning Path, there should be a default registration email enabled for users, just like when setting up a new course. Currently, the default is set to no registration email, which feels inconsistent and can cause issues if overlooked. In our case, when assigning Learning Paths to new users, they did not receive a registration email, and we later discovered these emails could not be resent retroactively since none had been set up initially.

Forum|Forum|11 months ago

ashleverContributor ⭐️⭐️

CE Search functionality to be inclusive of all contentNew Idea

Current search functionality only works with courses and isn't inclusive of all content. We’d want the search results to include all content, such as Learning Paths, in the results.

Forum|Forum|11 months ago

romihacheVIP ⭐️⭐️⭐️⭐️⭐️

Allow to update display formatsNew Idea

Similar to Sheets/Excel functionality, I’m looking to change the display format of a date field, and this being updated by the end user too if desired. The same way that we can change it when grouping by a date field, and how Currency fields can be summarized from the Show Me section.Eg: Mockup: update display formatI know that for some cases is possible to workaround this limitation by creating an additional calculated fied within the object like Year Number, but there are some that are not possible and even if they were, they wouldn’t achieve the desired sorting because strings do not behave like dates. Consider the Quarter of Renewal Date as example, a string would order by groups of quarter first: Q1 2025, Q1 2026, Q2 2025, but if only the display format is changed, it would honor chronological ordering:

Forum|Forum|11 months ago

HollySimmonsHelper ⭐️

Allow more options for advance formulas on calculated fieldsNew Idea

The advance formulas, using case statements, are great, when they can be used, e.g. Formula for working out GRR of an opportunity. This reduces the need for me to have a rule which runs regularly in order to calculate, and provides real-time data. However there are limits on both which fields types can have an advanced formula, and which field types can be used in one. If all field types were available we could remove many MANY rules.A few examples:I want to set a boolean as true or false based on a date field. E.g. case when LastUpdated > today()-7 then True, else False.I want to set a segment (picklist) based on ARR E.g. case when ARR is null then null, when ARR < 10000 then Small, when ARR < 50000 then Medium, else LargeThanks,

Forum|Forum|11 months ago

liam_nichollsHelper ⭐️

Idea: Allow for historical Gong calls to be synced to Gainsight TimelineOpen

I have the Gong integration up and running with our Gainsight Instance. I’d really like to see historical Gong calls be available for syncing to Timeline. I have found that there are a number of CSMs who have not allocated a Salesforce Account to a Gong call once the call is completed (within Gong itself). If the CSM later links the Salesforce account to the Gong at a later date (for example at end the of the month) the Gong call will unfortunately not sync to Gainsight. I understand that the Gong integration runs every 4 hours, and will pickup any activity within the last 8 hours (Provided of course that a Salesforce account is linked to the Gong call) It would be great if historical syncing could be made possible so that old calls (that have since been associated with accounts) can be synced across to Gainsight.

Forum|Forum|11 months ago

jmyoung780Helper ⭐️

Standard Article Image size being cut when featuring articleNew Idea

When I feature an article, the stanard image size of 1440x640px is being cut off. Take a look at the 2 examples attached. Please and thank you!

Forum|Forum|11 months ago

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