New Idea
Increase limit on CTAs displayed in Cockpit (current limits filter to 1000 open and 100 closed
Currently the cockpit is limited to displaying 1000 open CTAs or 100 cosed CTAs regardless of the Advanced Filters applied. This makes the cockpit view of interactions misleading for our managers as they apply Advanced Filters for their Region and then modify the owner to All Owners. They do this to get a wholistic view of their team's interactions. Many closed CTAs are not displaying due to the 100 Closed CTA limit. Although they can continue to apply Advanced Filters to eventually find specific interactions, most of the time managers do not know enough detail to be able to continue applying filters. They use the Cockpit as a view of their team's CTAs and it's not reliable for them given the current limits.
+1I have also heard from a customer who finds the cockpit interaction misleading due to the limit of CTAs that are displayed, And would like to see the limit increased so there managers do not miss anything.
This is a real problem, because you don't know what you don't know - there is no way to know what is missing. Also, the combination of filters and search criteria don't seem to work.
I recently logged this Case: # 19230 CTA Filter not Working, and support referred me to this post.
In our scenario, we are looking for all CTAs owned by a AM for a specific Account. In the filters we filter by Owner. Then using the Search we enter the Customer name. The final result should be 4 CTAs, but we only see 3.
The AMs can't be expected to go digging to find something. The Search/FIlter results need to be accurate and complete.
I recently logged this Case: # 19230 CTA Filter not Working, and support referred me to this post.
In our scenario, we are looking for all CTAs owned by a AM for a specific Account. In the filters we filter by Owner. Then using the Search we enter the Customer name. The final result should be 4 CTAs, but we only see 3.
The AMs can't be expected to go digging to find something. The Search/FIlter results need to be accurate and complete.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.