Special Gainsight Home-Specific Office Hours! - 7/27/21 - 1 p.m. PT

Will there be a quick demo on Gainsight Home to kick off the call?

@spencer_engel adding some questions for the Home office hours, in no particular order:

• How do I as an admin know if something is available for an admin to use?
  • Meaning, what makes something eligible to be available on the Home area or not?
    • Especially attributes, but also fields on the Company object, or what objects are available.
  • Can attributes be added by admins somehow?
• How do I know if something is available for an end-user to use?
  • Is there a way to restrict the availability of certain reports/widgets/attributes etc?
• Can you pin/lock sections of Home you don't want end-users to customize/move/modify/delete?
• How does GS Home impact Dependencies?
  • If a certain field/widget/attribute is used in the admin published version I can easily delete it - but will it register as a dependency? Additionally, if an attribute/widget etc. is consumed on one or more end-user customized versions of GS Home and it needs to be altered or deleted will that create a dependency and (more importantly) will that dependency be traceable to the particular configuration(s) it appears in as well as force deleted?
  • Renewal Center has a similar problem where custom views cause dependencies, but there is neither a traceback nor force delete option.
• How can admins have visibility on what is being used/what by the end-users?

Part II

Is there any update/ETA on functionality requests such as this

and this

The ability to leverage drill downs in the summary ribbon and links to company/ctas etc. are key.

Part III

For the “add on” product widgets (Adoption Explorer, Renewal Center, Customer Experience), at least from an RC perspective you can, for example, customize the fields that show up in the Waterfall Drill down report. 

The question is - where do these configurations inherit their show fields from?

RC allows the customization of the Waterfall widget in individual RC “Analyze” views meaning a single user could have 50 versions of the waterfall widget. Is one selected at random and those show fields are displayed in Home?

Are there simply a set of default fields shown, regardless of how RC itself is configured?

Can the “add on product” widgets be configured independently from their parent product? At least using the Waterfall example, it does not appear customizable in Home at all - hence my questions on where the defaults come from.

My examples are from Renewal Center as I’m more familiar with it, but generally I’d want to know if the behavior is the same across the different products, or if each behaves differently, and if so, how.

Part IV

Are there plans to enable changing the size of the widget widget? 

It gets a bit dicey once you add in reports.

On that subject - are there any plans to honor report folders? I know you can search up there at the top but if end users are seeing this it would probably help if there was some modicum of organization.

Are there any plans to enhance visibility on which fields are editable by end users? It’s not really obvious but 3 of these 4 are editable.

Part V

Are there plans to unify the state preservation experience that the Horizon Analytics Dashboards are bringing to the table, in GS Home? I’m referring mainly to this 

as well as the ability to re-set your filter changes similar to how you would a dashboard.

Along those lines - is there a way as an admin to force a refresh or re-set? I don’t know how that would work when everyone can have a custom view, but at some point admins may need to just nuke all customizations. I can see a recursion of the same types of problems the current legacy dashboards have when an admin changes something, resulting in broken reports/widgets for end users.

Along those lines, is there a way for admins to “lock” global filters? This would also be on par with the new HA dashboards.

With these questions and those in Part I, I’m envisioning some issues troubleshooting when everyone has their own view and I won’t have the ability to reset GS Home en masse.

Hi Spencer, 

I can’t get this rule to run. It looks like everything is in place, but the action just doesn’t pull anything through. Looking for a little guidance.

Thanks.

Joe

Question asked during the session: 

Do the global filters for Gainsight Home work for all reports, including those made from data spaces? Or do the reports have to be built off of the company object? 

It looks like, when you were testing it, you got an error message stating that there was no company ID available. Is this intentional? Or will it be a fast follow? 

@spencer_engel or @sai_ram many of my questions are at this point seemingly product requests - What’s the best way to have these tracked? From the office hours Scott mentioned he would follow up with some more answers but there is quite a bit and not sure how best to manage/have visibility in the long-term.

Will you post and send an email to those on the call when the recording from today, 7/27, GS Home, recording is available?