New Idea
Improve the Cockpit's UI
I've trained a few of the CSM members and collected their feedback regarding the cockpit area here. My hope is that you could leverage this feedback to continue to perfect this functionality, which overall adds a lot of value to the team:
1) Terminology - Many of the terms cross correlate to existing terms used in SFDC (Tasks, Opportunity, etc). For example: one of the CSMs has asked me whether a CTA of an opportunity type will now replace the use of opportunities in SFDC.
2) Filter buttons - the pre-filter buttons in the header are hard to understand and/or are not comprehensive enough. For example: it's unclear what happens when you click "show closed CTAs" - would it only show closed CTAs or whether we will see all CTAs including the closed ones.
3) Dialog Box - it's not easy to find the orange arrow that helps expand or collapse the CTAs.
4) Snooze - It's not clear whether adding a reason for the snooze is optional or a "must have". it takes some playing around with it to get how this works.
5) Concepts - The team previously used SFDC as their source system, where the concept of a CTA did not exist. The team struggles understanding how the CTA differs from tasks, and how they should use the Cockpit as their to do list.
6) Updating CTA attributes - Updating a CTA attributes doesn't automatically impact the cockpit's list. For example: We took a CTA the was past due and changed it's due date to one that's in the future. We collapsed the dialog box, but the CTA remained in the "Overdue" group (until we refreshed the page).
1) Terminology - Many of the terms cross correlate to existing terms used in SFDC (Tasks, Opportunity, etc). For example: one of the CSMs has asked me whether a CTA of an opportunity type will now replace the use of opportunities in SFDC.
2) Filter buttons - the pre-filter buttons in the header are hard to understand and/or are not comprehensive enough. For example: it's unclear what happens when you click "show closed CTAs" - would it only show closed CTAs or whether we will see all CTAs including the closed ones.
3) Dialog Box - it's not easy to find the orange arrow that helps expand or collapse the CTAs.
4) Snooze - It's not clear whether adding a reason for the snooze is optional or a "must have". it takes some playing around with it to get how this works.
5) Concepts - The team previously used SFDC as their source system, where the concept of a CTA did not exist. The team struggles understanding how the CTA differs from tasks, and how they should use the Cockpit as their to do list.
6) Updating CTA attributes - Updating a CTA attributes doesn't automatically impact the cockpit's list. For example: We took a CTA the was past due and changed it's due date to one that's in the future. We collapsed the dialog box, but the CTA remained in the "Overdue" group (until we refreshed the page).
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.