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Gainsight Inc.

Custom Views in Cockpit (Horizon Experience)

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

This article explains how the custom views are created in the Cockpit.

Overview

Cockpit Views provide the primary workspace for Customer Success Manager (CSM) teams to manage their Calls to Action (CTAs) and Tasks. You can use Views to view only a particular set of CTAs. 

Following are the five types of Views available by default:

  • High Priority Overdue CTAs: Displays the list of CTAs whose status is marked High and are past the due date.
  • My CTAs Due This Week: Displays the CTAs with a due date this week, considering today as the start of the week.
  • My CTAs: Consists of CTAs assigned to the logged-in user.
  • Overdue CTAs: Displays the list of CTAs which are past the due date.

CSMs can save Cockpit filter conditions as a Custom View, and the view can be modified, as well as re-named. The CTAs are displayed based on the view selected. 

Example Business Use Case: For instance, you want to present a view with CTAs based on some criteria and do not want to modify or make any changes to an existing view. Using Custom Views, you can customize it the way you want and apply filters to view CTAs that best suit your requirement. This makes your job easier and saves lots of effort.

Note: Admins can also configure Custom Views for Cockpit views based on Reason, Priority, etc. using the Custom Views section in the Administration > Call to Action (CTA) page. The option to create Custom Views is only available in the Global tab. For more information on how admins can configure custom views, refer to the Custom Views section in the Configure CTA Detail View Layouts article.

For more information about commonly used filters, refer to the Cockpit List View: Commonly Used Filters article.

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Create Custom View

To create a new custom view:

  1. Navigate to the Cockpit.
  2. From the Cockpit List View dropdown list, click Create New View. The  Create New View page appears.
  3. Enter the name for the view.
  4. Enter the details of the six default filters: Due Date, Owner, Type, Reason, Status, and Priority.
  5. (Optional) For additional filters, enable the Advanced toggle switch.
  6. Click Add Filter
  7. Select the required field and operator, and enter the desired value.
    Note: You can also add multiple filters and use the advanced logic (AND/OR). For more information, refer to the Advanced Filters section.
  8. Click Create.

Advanced Filters

The Advanced filters allow you to further narrow in on the specific data you are looking for. When you apply the advanced filters, the basic filters are carried forward.

To apply advanced filters:

  1. Navigate to the Cockpit List View page and select a view from the dropdown list.
  2. Click the Edit icon on the view. The Update View page appears.
  3. In the Filters section, enable the Advanced toggle switch for adding additional filters.
  4. Click Add Filter.
  5. Select the required fields, operators, and enter the desired values.
  6. Click the + icon at the end of the filter to add more filters.
  7. Click the x icon at the end of the filter to delete that particular filter.
    Note: You can apply multiple filters simultaneously using Advanced Logic (AND/OR).
  8. Click Update.

Modify Existing View

To modify an existing view, follow the steps as explained below:

  1. Navigate to the Cockpit List View page.
  2. From the Cockpit List View dropdown list, select a view and click the Edit icon. The Update View page appears.
  3. Modify the details of the filters as per your requirement.
  4. Click Update.

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You can also Edit the view by clicking the three dots icon at the top right corner.

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Delete View

To delete a view:

  1. Navigate to the Cockpit List View page.
  2. Select a view from the dropdown list and click the Delete icon. The confirmation message appears.
  3. Click Yes.

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You can also Delete the view by clicking the three dots icon in the top right corner.

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