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Dashboard Widget size for pie charts (Query Builder)

It would be great if we could resize the query builder widget when it is just a pie chart. It is very empty when it just contains a pie chart across 2/3rds of the screen.Another option would be the ability to put multiple pie charts in one widget. This widget could easily hold five pie charts without looking cluttered and that would reduce the number of widgets I have to put on the page.

5 hours ago

jcyoungkinShoshin

Allow User Groups in Success PlansNew Idea

As the title states, I’d love to be able to use User Groups to assign Success Plans in a Rules Engine.Our current process is to generate a score based on the number of open Success Plans per user and then assign the next Success Plan to the user with the lowest score, but as you can imagine this is quite the lift. Having the ability to use a User Group for Success Plans would make administrating this type of round-robin so much easier.Are there any plans to include User Groups when assigning Success Plans?Cheers

5 hours ago

sdrostgainsightcomGainsight Employee: ACE

Meetings & Office Hours

Thursday US Admin Office Hours (CS Platform): April 25, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hello everyone!This thread is for today’s Thursday Admin Office Hours session, Thursday, April 25, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!Conference Details (Zoom):Thursday, April 25, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09 Meeting ID: 955 6488 6548Passcode: 296864 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/aeD4b4SdoB

7 hours ago

john_mcdonoughGainsight Employee: Shoshin

Deliver Customer Success

Nurturing Your Health Score Toward Victory - Recap

Thank you all for those who attended our webinar “Nurturing Your Health Score Toward Victory” this week! Our recording can be found here along with a copy of our deck attached.Recognizing making revisions to your scorecard is a journey, we walked through some foundational best practice components, the path of maturity, and a walkthrough of the analysis my colleague Mark employs here at Gainsight.Key takeaways:Incorporate Customer Outcomes and Experience into your scorecard: track outcomes using the DEAR framework, and track experience using listening posts such as surveys and sentiment. CSMs who embrace Health Scores find their work simpler and more effective. Health Scores are not just about indicating job performance but about driving strategies to improve customer relationships. The evolution involves continuous improvement, starting simple, and gradually automating processes. Deciding on outcomes, communicating across the organization, and consistent tracking are key. Promoting a

7 hours ago

rakeshLets put your data to work!

Horizon Rules Community Group

Horizon Rules Bugs and Enhancements List (Last updated December 8th)

We sincerely appreciate all the valuable feedback you’ve all shared thus far on the launch of Horizon Rules Engine. We are working diligently to prioritize and address all bugs, issues, and parity gaps and plan to keep you up-to-date as we progress. As a result, the table below provides relevant information on each of the items. We will be updating this table, so feel free to reference this as a source of the most current information regarding known issues. If you have any questions or comments, please thread your responses and we are happy to assist. Please allow some time for a response. Note: We recently announced the extension of the Bionic Rules deprecation and Horizon Rules auto-migration dates. If you haven't had the chance to review the updated time frame, please see the post belowThank you again for all your contributions!Table last updated on December 8th. New table items are highlighted in green. *Please note the ETA listed is an estimate based on current resourcing and a ba

61839

8 hours ago

mkome521Shoshin

Allow Sorting/Re-ordering by Tasks under Success Plan ObjectivesNew Idea

When viewing assigned Success Plans, it would be nice to be able to sort the tasks by date. We can do this for CTAs, but would like to also be able to do this for tasks, especially because when you manually adjust a task it does not automatically re-order from most upcoming to least. Alternatively, if there was a way to drag and re-order tasks manually that might suffice as well.

8 hours ago

sdrostgainsightcomGainsight Employee: ACE

Meetings & Office Hours

Tuesday US Admin Office Hours (CS Platform): Apr 23, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hello everyone!This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, April 23, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!Conference Details (Zoom):Tuesday, Tuesday, April 23, 2024 at 1pm PT / 2pm MT / 3pm CT / 4pm ET Join Zoom Meeting:https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09 Meeting ID: 967 5809 8131Passcode: 678844 For dial-in info by your location, find your local number: https://gainsight.zoom.us/u/azzeidOTB

9 hours ago

heather_hansenGrand Slammer

Ability to create custom views for People sectionNew Idea

We’d like the ability to create custom views for the People section of the C360. Our use case - we have specific types of contacts that we want our teams to update frequently. Ideally, I could create a custom view named Key Contacts so that the team could just use that to get to those specific contacts. I know they can create their own filters, but that can be challenging for someone who doesn’t have a lot of experience with Gainsight’s data structure.

9 hours ago

SmartlyGregAll Star

Ability to merge 2 accounts into 1 from ControlOpen

@Julian I’d mentioned this to you I believe before but reading into other existing community topics I feel this warrants gathering upvotes from other users to evaluate the need.There are multiple use cases for such a feature:Authentication methods conflict resulting in a same person having 2 accounts, example: (Which also happens to be a question around merging accounts). A community manager/ staff at community company leaving resulting in lost mentions and need to explain the situation to members example: In both cases merging/ consolidating the activity of both users into one single account makes more sense then other options, enabling case 1 users not to loose any activity/ p[points/ contacts/ subscriptions etc… and in case 2 all community members have consistency and continuity on the platform and the current community manager to have no loss of information or explanations to make… Finally perhaps less common but an interesting case for B2B companies:A person changes company and

10 hours ago

rkumarShoshin

Customer Success (CS)

Cheat Sheet Feedback

Below are the few points with regards to CheatSheet that needs further improvement. However, if anyone already has this figured out then would be happy to know about it.Renewal Discussion: Final outcome of renewal discussion is not displayed (while this is added to the opportunity) it was not added to timeline. So Renewal Discussion tab didnt consider consolidating details from renewal opportunity. Key Projects section: this isn’t reflecting the true projects themselves but yet meeting agenda/emails. Not sure if this truly gives a good look at the key projects and status of them.

10 hours ago

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j_ditzelShoshin

Product Experience (PX)

Dashboard Widget size for pie charts (Query Builder)

5 hours ago

katie.fairRegistered User

Customer Communities (CC)

Lena H.Veteran Rookie

Customer Communities (CC)

Is there a workaround to move comments out of a product Update?

Hi,We currently have one topic in our community which we would like to escalate to the next level so it reaches our Product Team. Members are commenting EVERYWHERE the theme pops up. In order to keep an overview and being able to work on the feedback, we have clustered the different aspects the comments are mostly focusing on. We have channeled the feedback in 4 Main Threads and will merge them into ideas so that our Product Teams can work with it in Ideation.Challenge: We have a few comments on several aspects in a Product Update which we would like to add to those 4 main Threads, depending on the topic. Is there some way to do this? I am aware that this isn’t possible directly, I already voted for @DannyPancratz idea: Best,Lena

1 day ago

etcRegistered User

Customer Success (CS)

What languages does the Cheat Sheet work for?

I’ve done a tentative roll out of the Cheat Sheet but noticed it didn't seem to be working for any Japanese language entries. I searched around but couldn't find a list of confirmed languages that Cheat Sheet should work for. It’s also entirely possible there are other configuration changes I need to make to get it to function for other languages.

2 days ago

hiteshRegistered User

Customer Success (CS)

[Ask from Customer] To have Tool-tip/Help-text as like in Salesforce inside Gainsight instances while using it

In Sales force we have tool-tip/help-text populates in form of "i" while adding/updating any field or performing operations. For example, we are adding the sales force field in C360 at that time customer would like to see the same tool-tip/help-text value in Gainsight. Are we planning to have such mechanism in our products? Above snapshot from my local Org. Please share your thoughts on this.

2 days ago

John TShoshin

Product Experience (PX)

Identifying When User Have Completed (clicked) Two or More Features

My Product Managers would like to know when Users have completed a series of tasks/steps e.g., clicked two or more mapped features.These Features are “connected” by the logical AND statement.For example, how can I get a count of Users that clicked (Feature A) AND (Feature B) AND (Feature C)? The Funnel report accomplishes this and I’ve considered it.But, the Funnel report doesn’t present its results in a line graph format, per day, per week, etc.I was hoping to create a line graph that showed ONLY the count of Users that completed the specified Features (steps). I know I can enter multiple Rules under a single Feature.I also know I can enter multiple Features under a Module.However, the Rules under a Function are logically evaluated using BOOLEAN “OR” logic.Similarly, Functions under a Modules are logically evaluated using BOOLEAN “OR” logic.For example,Suppose we have a Feature that has two Rules, Rule 1 and Rule 2.If Rule 1 is TRUE, then the Feature is TRUE (counted),-OR-If Rule 2 is

3 days ago

BevyProductRegistered User

Product Experience (PX)

Ability to change order of guide buttons

Hi everyoneI’m using the descriptive tooltip default template for a guide walk through. In the image you can see that I’ve enabled the Next (start) button and the Skip button. Ideally I would like to flipflop the two buttons so the Next button is on the right side. I’m unable to figure out how you could customize this. Has anyone dealt with this need before? Thanks!

3 days ago

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Allow User Groups in Success PlansNew Idea

Allow Sorting/Re-ordering by Tasks under Success Plan ObjectivesNew Idea

Ability to create custom views for People sectionNew Idea

Ability to merge 2 accounts into 1 from ControlOpen

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