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Gainsight Inc.

Customer Communities (CC) Dashboard

This article provides an overview of the out-of-the-box Customer Communities dashboard.

Overview

The out-of-the-box Customer Communities (CC) dashboard provides comprehensive insights by integrating data across Gainsight’s Customer Success (CS). These dashboards empower Customer Success Managers (CSMs) with valuable, unified data points, enhancing their ability to efficiently manage customer success activities such as value delivery, churn prediction, renewal, and expansion.

Key Features:

  • Unified Insights: Combines data from CS, and CC, offering a holistic view of the customer journey.
  • Comprehensive Visibility: Helps CSMs manage their book of business by showcasing relevant data points and insights.
  • Efficiency in CS Activities: Enables efficient handling of key customer success activities by providing the right data at the fingertips.
  • Enhanced Decision-Making: Facilitates better decision-making processes for churn prediction, renewal, and expansion strategies.

Prerequisites

To enable the out-of-the-box CC dashboards, ensure the following prerequisites are met:

End User Actions on Dashboards

Here’s a summary of the actions end users can and cannot perform with out-of-the-box reports:

  • Can clone out-of-the-box reports, with drill-through functionality supported on the cloned report.
  • Can search for out-of-the-box reports on the Report Listing page.
  • Can navigate to the report in the report builder page from the dashboard or other report consumption areas.
  • Can move out-of-the-box reports to any report consumption area, with drill-through functionality supported in all areas.
  • Can export or download data from out-of-the-box reports (drill-through function is not supported after downloading).
  • Cannot edit the report (changes made while editing and running will not be saved).
  • Cannot create a new report with a name that matches an existing out-of-the-box report name.
  • All the hyperlinks /drill-throughs are not supported when these reports are shared directly or from any report consumption areas.

Configure Customer Communities Dashboard

Customer Communities reports can be added to the dashboard from the Dashboard Builder.

For more information on adding reports to the dashboard, refer to the Report Widget section in the Configure Dashboards article.

View Customer Community Dashboard

Once the Customer Community dashboard is configured, users can view the reports on the Dashboard page.

To view the Customer Community Dashboards:

  1. Navigate to the Dashboards.
  2. From the Dashboard drop-down list, select the CC-CS Dashboard.

Dashboard displaying key metrics including customer engagement, articles posted, ideas posted, and new registrations. The dropdown menu highlights the selected 'OOTB Cross Product - CC &

Types of Reports from Customer Communities

The out-of-the-box reports cater to the needs of the users by providing them with valuable, unified data points, enhancing their ability to efficiently manage customer success activities.

Overview Reports

These reports provide an overview of all the data from Customer Communities.

Overview of community metrics showing total community customers, customer engagement, ideas posted, articles posted, new registrations, and non-engaging customers."

The following are the standard reports provided by Gainsight:

  • Total Community Customers: Provides a total count of customers in the community.
  • Customers Engagement: Provides a total count of engagements in the community.
  • Ideas posted: Provides a total count of Ideas posted on the community.
  • Articles Posted: Provides a total count of articles posted on the community.
  • New Registrations: Provides a total count of new registered members.
  • Non-Engaging Customers: Provides a count of customers who have not engaged in any community activities.

    Click on any of the above mentioned reports to open the drill-down version to get detailed information.

    Popup window titled 'Total Community Customers - Breakdown' showing a list of companies, all labeled as 'Gmail

Customer Community Engagement Overview

This report provides an overview of each company and its registered users in the community with information such as Total Registered Users, Page Views, Ideas Posted, Questions Posted, and so on.

Community engagement overview showing companies, total users, page views, last seen, ideas posted, questions posted, and conversations started

Click on the metrics hyperlinked under Questions Posted to open a slide-out panel that provides detailed information on the number of questions posted by customers.

Dashboard showing community top voted ideas, community users engagement details, and a popup with a list of community questions and their URLs

Community Registration Overview

This report provides information on the list of registered and non-registered users in the community.

Community registration overview displaying company names, total users, registered users, and non-registered users, highlighting Gainsight's data.

Click the number under the Registered Users column. A slide-out panel appears that shows the names of the registered users.

Dashboard showing community registration overview with company names and a popup listing community registered users from Gainsight.

Community Top Voted Ideas

Provides information about the top voted Ideas in the community such as Content Name, Status, Upvotes, Customer Counts, and so on.

Community top voted ideas displaying content names, company names, status, upvotes, customer count, average health score, and consolidated ARR.

Note: Total customer count (Customers Who Upvoted/Liked the Original Topic) - Includes customers who have upvoted or liked the initial content (excluding likes on replies).

The total customer count represents the unique number of customers identified through the above condition. If multiple users from the same organization (e.g., IBM) are involved, they are collectively counted as a single customer.

Click on the number under Customer Count column. A slide-out panel appears that provides information on customers who upvoted the idea.

Dashboard showing community top voted ideas with a popup listing upvoted customers, including company name, CSM name, and ARR

Community User Engagement Details

This report provides information about the user metrics on how the user has interacted within the community. Here, you can view information like Questions Posted, Idea Posted, Replies Posted, Badges achieved.

Community users engagement details displaying user names, company names, roles, titles, badges, questions posted, and ideas posted.

Click on the number under the Questions Posted column. A slide-out panel appears that provides the list of questions posted by a community user.

Dashboard showing community top voted ideas, community users engagement details, and a popup with a list of community questions and their URLs.

Community Idea Details

This report provides information about the Ideas shared by a user on the community along with details such as Company Name, Content Name, Status, Upvotes, Customer Counts, and ARR.

Idea details showing content details, started by, status, upvotes, customer count, average health score, and consolidated ARR.

Click on the number under the Customer Counts to view the number of registered users who upvoted the idea.

Dashboard displaying idea details with content status and a popup listing upvoted customers, including company name, CSM name, and ARR.

Community Idea Views

This report provides information about the subject of the idea along with the URL to the idea posted in the community.

Community ideas view displaying a list of subjects with corresponding URLs for various topics and suggestions

Click on the URL, you are re-directed to the community post.

Community Upvoted Customer

This report provides information about the community upvoted customers along with their company name and ARR information.

Upvoted customers list showing company names, CSM names, and maximum ARR, with details for Gainsight and Gmail.

 

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