Configure Gainsight Home

Publish Gainsight Recommended Home

Get started instantly with Gainsight Recommended Home configuration which is a pre-configured Gainsight Home. Preview and publish Gainsight Home right away so that your CSMs have access to the following widgets on the home page: 

• Summary Ribbon
• My Portfolio
• Timeline
• Calendar
• Cockpit

For more information on these widgets, refer to the Widgets in Gainsight Home section.

To publish Gainsight Recommended Home:

1. Navigate to Administration > Gainsight Home. The Gainsight Home configuration page is displayed.
2. Click on the Home tab.
3. On the Gainsight Recommended card, click Preview.
4. On the Preview - Gainsight Recommended Home page, preview the widgets and look and feel of the home page in various screen resolutions.
5. Click Publish Home.

Create Custom Gainsight Home

Design and customize Gainsight Home with various widgets that are relevant to your CSMs. The Custom Gainsight Home gives you full control of widgets and reports that are displayed on the home page.

To configure Custom Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration. The Gainsight Home Configuration page appears.
2. Click the Layout tab. A list of available home layouts appears.
3. Click the Home Layout name you want to edit. The Gainsight Home Builder page is displayed.
4. Drag-and-drop the widget(s) from the Widgets pane. For more information on how to configure individual widgets, refer to the Widgets in Gainsight Home section.
5. (Optional) Turn ON the Live Data toggle to render the widgets as you add.
   Note:

• For a light-weight drag-and-drop widget experience and improved responsiveness when you have multiple widgets, turn OFF the Live Data toggle.
• For removing empty spaces on the layout, click the auto-arrange button.  

6. Click Modify Filter, to define the filter conditions for widgets. For more information, refer to the Configure Global Filters section.
7. Click Preview to preview the customized home.
8. Click Save and Next. The Assign Layout page appears.
9. Select one of the following options:

• All Users: Assigns the layout to all users with a full license.
• Specific Users and User Groups: Assigns the layout to selected users or groups.

10. Click Confirm to apply the layout to users who have not personalized their home page.

 

Feature Enablement Requirements

Before configuring filters, ensure the following features are enabled:

Feature	Purpose
Company Team Enabled	Check the availability of the Company Team Objects.
Relationship Team Enabled	Check the availability of the Relationship Team Objects.
Layout Team Filter Enablement	Activates the Team filters based on Gainsight Home layouts.

Note: Without these features enabled, Company Team and Relationship Team filtering options won’t be available.

To configure global filters:

1. Navigate to Administration > Gainsight Home > Configuration.
2. In the Gainsight Home Builder page, click Modify Filter.

3. In the Configure Filters section, specify the filter criteria. Perform the following sub-steps:
   1. Select Company, Relationship, Company Team or Relationship Team in the Object drop-down field.
   2. Select Field (data field) in the object.
   3. Select Operator and specify appropriate value.
   4. Select the check box next to the Value field to include null values.

4. Click + to add a new filter condition.

5. In the Advanced logic field, specify the logic to group the filter conditions. For example, (A AND B) OR (C AND D).
   Note: Ensure that the logic for grouping the filter conditions is correct to avoid errors while loading widgets.
6. Click Save to apply the filters.
   Note: The configured filters now apply to all widgets on Gainsight Home. If a filter is applied at the layout level, all widgets will automatically inherit that filter.

Admin Best Practices for Configuring Filters

Best practices help ensure accurate data filtering in widgets.

• Apply the team user filter first before adding Team Role or other filters to ensure correct data visibility.
• Use AND logic with the team user filter when applying multiple team filters to refine results effectively.
• Ensure that Company Team User filters are grouped with AND logic, while Relationship Team filters should also follow the same grouping structure.

How Widgets Apply Filters

Widgets display data based on applied filters, ensuring users see only relevant information based on their assigned companies, relationships, and roles.

Filter Type	Applied On	Effect on Data Visibility	Can User Edit?	Example
Company Team User Filter	Company Team	Displays data only for the logged-in user’s assigned companies.	No	If Company Team = User’s Assigned Companies, the widget shows all assigned companies.
Team Role Filter	Company Team	Further refines the portfolio to display only companies where the user holds the selected role.	Yes	If Company Team + Team Role such as Channel Manager is applied, the widget shows only companies where the user is a Channel Manager.
Relationship Team Filter	Relationship Team	Displays only the relationships assigned to the user instead of companies.	No	A CSM manages multiple relationships across companies.
Relationship Team + Team Role Filter	Relationship Team	Further refines the relationship portfolio to show only relationships where the user holds the selected role.	Yes	If Relationship Team + Team Role such as Account Manager is applied, the widget displays only relationships where the user is an Account Manager.
User Filter (Auto-Applied)	Company Team / Relationship Team	Applied automatically to restrict data to the logged-in user’s assigned portfolio.	No	A CSM’s portfolio includes XYZ Corp, ABC Inc., and Answer Ltd.
No Team Role Filter	Company Team / Relationship Team	Displays all assigned companies or relationships without additional filtering by role.	Yes	If no Team Role filter is applied, the widget shows all XYZ Corp, ABC Inc., and Answer Ltd. in the portfolio.

IMPORTANT:

• If the Company Team object is selected and a field such as Team Role is chosen, Gainsight automatically applies a Company Team User filter. However, if a User filter already exists, Gainsight does not add another.
• If a Company Team User filter is created, it cannot be edited.
• If a Company Team User filter exists alongside other Company Team filters, it cannot be deleted. If it is the only Company Team User filter, it can be deleted.
• If the selected Team Role has no associated data such as Channel Manager with no linked companies, no results appear.
• If a user has multiple roles, Gainsight Home displays all companies where the user matches any of the selected roles.

Actions on Widgets

Resize, reposition, and delete the widgets based on how and when you want to show the widgets on Gainsight Home.

• To resize, hold and drag the widget at the bottom right corner. As the widgets are responsive, the data adapts to the size. For more information on the supported dimensions for each widget, refer to the Dimensions for Gainsight Home Widgets section.
• To reposition any widget after you add it to the layouts pane, hold and drag the widget within the layout pane.
• To delete, click the Trash icon.

Lock or Unlock Widgets

In the Gainsight Home Layouts, you can lock or unlock widgets. Locking widgets in Gainsight Home will ensure that the CSMs always see certain widgets, even in the personalized Gainsight home.The primary goal of the lock and unlock widgets is to standardize the Gainsight Home Layout across all customized layouts.

One other benefit of having lock and unlock widgets is that when administrators make changes to a locked widget and publish them, those changes appear in every locked widget of the CSM's customized layout. The locked widget cannot be deleted, but CSMs can resize and move the widgets around in the personalized Gainsight Home.

To lock a widget:

1. Navigate to Administration > Gainsight Home > Configuration. The Gainsight Home Layout tab appears.
2. Click the three-vertical dots icon against the desired layout.
3. Click Edit .The Gainsight Home Builder page appears.
4. From the Widgets pane, drag and drop the required widget to the layouts pane which you want to lock. You also have the option to unlock the lock widgets in the layouts pane.
5. Click lock icon. The widget gets locked.

6. (Optional) Click Preview to review the layout. 
7. Click Save & Next button. A message appears asking for confirmation.
8. Click Confirm. The Assign tab appears.
9. From the Assign Layout, Select All Users.
10. Click Publish button.
11. Navigate to the CSM Gainsight Home > Personalized Home Page.
12. Hover over the lock icon of the locked widget. A message pops-up as This widget has been locked by Admin.

Notes:  

• Standard widgets are excluded from the lock and unlock functions.
• In contrast to the unlocked widget, the Delete icon is not present in the locked widget for CSMs.

To unlock a widget:

1. Navigate to Administration > Gainsight Home > Configuration. The Gainsight Home Layout tab appears.
2. Click the three-vertical dots icon against the desired layout.
3. Click Edit .The Gainsight Home Builder page appears.
4. Hover over the lock icon. A message pops-up as Unlock Widget.
5. Click lock icon. The widget gets unlocked.

6. (Optional) Click Preview to review the layout. 
7. Click Save & Next button. A message appears asking for confirmation.
8. Click Confirm. The Assign tab appears.
9. From the Assign Layout, Select All Users.
10. Click Publish button.

Preview Gainsight Home

After you configure Gainsight Home, preview the widgets on the layout pane. You can apply filters, and check the look and feel of the Gainsight Home in various screen resolutions.

To preview the Gainsight Home, click Preview. The Preview - Customized Home page is displayed with widgets that you configured. 

Configure Gainsight Home Settings

Configure global settings for Gainsight Home, and for widgets from various features in Gainsight.

To configure the widget settings at feature level, navigate to Administration > Gainsight Home. From the Settings tab, you can configure the following settings:

• General Settings
• Adoption Explorer
• Customer Experience

Impact of Disabling Personalization on CSM Layouts

Personalization Option	Impact on CSMs
Disabling Personalization	Removes all customizations made by CSMs. The admin-defined layout replaces any previous modifications.
Re-enabling Personalization	Restores the previous personalized CSM layout, if any.
Admin Updates Layout While Personalization is Disabled	Changes apply to all assigned CSMs automatically. CSMs cannot modify these updates.

Filter Behavior When Disable personalization of Home for non-Admins is Enabled

• If an admin updates filters on a shared layout, the changes immediately apply to all assigned CSMs.
• If the shared layout does not contain any filters, the filter icon is hidden for CSMs.
• CSMs can still use admin-configured filters but cannot create or modify them.

Layout Permissions

Access permissions of super admin and admin.

Super Admin Access

Super Admins hold the highest level of access within Gainsight Home. For Super Admin access:

Case 1: By default, the "Rank 1" layout is automatically assigned as the Super Admin's default layout, irrespective of whether they are part of that layout or not.

Case 2: If a Super Admin selects any layout, previews it, and chooses the Make this My Home option, it will become the Home Page.

Admin Access

Admins also hold the high level access within Gainsight Home. Admins can create and assign layouts with precision. For Admin access:

Case 1: Admins can see the top layout for which they are assigned as a user.

Case 2: Similar to Super Admins, if an Admin selects any layout, previews it, and chooses the Make this My Home option, it will become the Home Page.

Summary Ribbon Widget

The Summary Ribbon widget provides a summarized view of the portfolio of customers. You can select from the out-of-the box attributes such as Annual Recurring Revenue (ARR), health score distribution, NPS® or add any custom metrics that are valuable to your business via the KPI report. The following attributes/metrics can be configured either individually or grouped into categories: 

• Companies
• Distribution By Health
• ARR
• CSAT
• True NPS®
• Sentiment
• Due this week
• Overdue CTAs
• Open CTAs
• Renewals in next 90 days

Notes:

• Maximum 12 attributes can be added or distributed into maximum five groups.
• Relationship filters are not supported for the Distribution by Health and Company attributes in the Summary Ribbon widget.
• The Distribution By Health attribute provides a breakdown of Companies with similar Scorecard schemes based on the color of their health score. If the selected Companies have two or more schemes, the health distribution is not displayed.
• The CSAT and True NPS® attributes do not have dependency on the CX Center license. To view the Sentiment analysis, CX Center must be activated for your tenant.
• Large numeric values in the Summary Ribbon are dynamically scaled based on the user locale for better readability. Currently, scaling applies only to KPIs. For example, 84,729,950,000,000 is displayed as 84,729.95B. 

To configure the Summary Ribbon attributes and widget:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. From the Widgets pane, drag-and-drop the Summary Ribbon widget to the layouts pane.
4. Click the Settings icon on the widget. The Configure Summary Ribbon window is displayed.
5. Click Add Group.

Note: The Add Group button is turned on only if the No Groups toggle is turned ON. Turn OFF this toggle to add the attributes without grouping.

6. Click + Attribute/Report. 
7. Click Add Attribute to select the attribute that displays on the widget or click Add Report to select the report from the Select KPI Report window and display on the widget.

Note: When adding a KPI report, you must select the applicable Company/Relationship ID in the Select KPI Report window and click Save.

8. Click Save. 
9. Click Save Home.
10. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
11. Click Publish Home. The confirmation message is displayed.
12. Click Confirm.

My Portfolio Widget

The My Portfolio widget on Gainsight Home provides your CSMs with a summarized list of their Companies and Relationships. This widget is included in the Gainsight Recommended configuration. You can customize the widget in the following ways by adding it to a custom layout:

• Available fields for CSMs to display
• Display name for each field
• Editable fields for CSMs
• Visibility of the Company and Relationship tabs

To add the My Portfolio widget to Custom Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. From the Widgets pane, drag-and-drop the My Portfolio widget to the layouts pane.
4. (Optional) Configure the size of the My Portfolio widget.
5. Click Settings to configure the widget. For more information on how to configure the My Portfolio widget, refer to the My Portfolio Settings section.
6. (Optional) Click Preview to review the layout. For more information on the Gainsight Home preview, refer to the Preview Gainsight Home section.
7. Click Save Home.
8. Click Publish Home. The confirmation message is displayed.
9. Click Confirm.

Timeline Widget

The Timeline widget provides your CSMs an official record of customers. You can add this widget so your CSMs can log, view, and edit activities that help them track customer interactions and quickly gather insights.

To add the Timeline widget to Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. From the Widgets pane, drag and drop the Timeline widget to the layouts pane.
4. (Optional) Configure the size of the Timeline widget.
5. Note: You can configure the widget to a maximum height of 20 rows. The width cannot be changed.
6. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
7. Click Save Home.
8. Click Publish Home. The confirmation message is displayed.
9. Click Confirm.

Calendar Widget

The availability of the Calendar widget in Gainsight Home ensures that CSMs can improve their day-to-day activities such as attending customer calls, meetings from the application. CSMs can even start taking notes in the Calendar widget while attending meetings.

Note: Once admin configures the Calendar widget and enables it for a CSM, the CSM then authorizes the calendar and starts accessing all calendar events from Gainsight Home page.
For a specific calendar event, CSMs can directly add an Activity in the Timeline from the Calendar widget of Gainsight Home.

Additional Resources:

• Calendar Widget for End Users in Gainsight Home
• How To Configure Calendar Widget in Gainsight Home

Cockpit Widget

Your CSMs can perform all the activities such as create, edit, and filter CTAs in the Cockpit widget on Gainsight Home. These activities are similar to the activities in the Cockpit except creating the CTA Views. For more information about Cockpit, refer to the CTAs, Tasks, and Playbooks Overview (Horizon Experience) article.

To add the Cockpit widget to Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. From the Widgets pane, drag and drop the Cockpit widget to the layouts pane.
4. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
5. Click Save Home.
6. Click Publish Home to publish the layout. The confirmation message is displayed.
7. Click Confirm.

Scorecard Widget

You can add Scorecard Mass Edit reports and Scorecard Habit reports as widgets to custom Gainsight Home layouts so your CSMs can monitor their customer’s vital dimensions of health. CSMs can use these widgets to manually update their customer’s scorecard measures as well as easily review the health scores of their entire customer portfolio.

Note: The Gainsight Home Scorecard widgets only support Scorecard reports from Horizon Analytics. For more information on this feature, as well as Scorecard Mass Edit and Scorecard Habit Reports, refer to the Scorecard Widgets Overview article.

To add Scorecard widgets to Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. In the Widgets pane, expand the Scorecard Habits section and the Scorecard Mass Edit report section to view the full list of available scorecard reports.
4. Drag and drop the relevant Scorecard report widgets to the layouts pane.
5. (Optional) Configure the size of the scorecard widgets.
6. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
7. Click Save Home.
8. Click Publish Home. The confirmation message is displayed.
9. Click Confirm.

Adoption Explorer Widget

The AE widget(s) on Gainsight Home provides your CSMs with a quick view of usage data insights fetched from multiple AE projects.

Prerequisite: To add an AE widget to Gainsight Home, you must configure the widget. For more information on how to configure AE widget, refer to the Adoption Explorer Settings section.

To add an AE widget to Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. In the Widgets pane, expand the Adoption Explorer section.
4. Drag and drop the required widget to the layouts pane.
5. Click Save Home.
6. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
7. Click Publish Home. The confirmation message is displayed.
8. Click Confirm.

Report Widget

The Report widget provides your CSMs with quick access to reports that they need regularly. Admins can add the required report widgets to Gainsight Home from the available list of reports.

Note:

• You can view and add only the reports built on Horizon Analytics Report Builder. The previous version reports are not supported.
• Reports from Data Designer objects in GS Home do not support filtering. However, users can use the company and relationships filters as solution.

To add the Report widget to Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. In the Widgets pane, expand the Reports section.
4. Drag and drop the required report widget to the layouts pane.
5. (Optional) If there are multiple Company and Relationship IDs associated with this report, you can select the required Company ID and/or Relationship ID.
   1. Click the Settings icon on the widget. 
   2. Select the required Company ID and/or Relationship ID from the respective drop-downs.
   3. Click Confirm.
6. Click Save Home.
7. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
8. Click Publish Home. The confirmation message is displayed.
9. Click Confirm.

Renewal Center Widget

The Renewal Center Widgets provide your CSMs with a quick view of the important renewal metrics, and help them visualize the data to take appropriate actions.

The following Renewal Center widgets can be configured on Gainsight Home:

• Summary Widget: This widget displays important renewal metrics such as Renewals Due, Renewal Forecast, Gainsight Forecast, Gross Renewal, Upsell Forecast, and Net Renewal. For more information on this widget, refer to the Renewal Center User Guide article.
• Renewal Waterfall Widget: This widget provides a graphical explanation of what is happening to your renewal business. This chart helps you visualize the Renewals Due in the selected time period, expected downsell and so on. For more information on this widget, refer to the Renewal Center User Guide article.

To add a Renewal Center widget to Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. In the Widgets pane, expand the Renewal Center section.
4. Drag and drop the required widget to the layouts pane.
5. Note: You can set the required Forecast Period to view the data for the selected period.
6. Click Save Home.
7. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
8. Click Publish Home. The confirmation message is displayed.
9. Click Confirm. 

Customer Experience Widget

The Customer Experience (CX) widgets (Trend and Revenue Matrix) help your CSMs to view and analyze the aggregated attributes such as Sentiment, NPS®, and/or CSAT scores across companies. 

Note: CX Center license is not mandatory to view the Trend and Revenue Matrix widgets and the NPS® and CSAT attributes in the Summary Ribbon widget.

For information on configuring the global Customer Experience widget settings, refer to the Customer Experience Settings section.

To add the Customer Experience widget to Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. In the Widgets pane, expand the Customer Experience section
4. Drag and drop the required widget (Trend and Revenue) to the layouts pane.
5. Click the Settings icon on the widget and select the required aggregated attributes (Sentiment, NPS®, and/or CSAT).

Note: You can select the required metric(s) when the widget is added to the layouts pane.

6. Click Save.
7. Click Save Home.
8. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
9. Click Publish Home. The confirmation message is displayed.
10. Click Confirm.

Standard Widget

Configure Standard widgets (Image, Rich Text, and Web Page) on Gainsight Home to upload images, add custom text, and embed third party content such as publicly hosted documents and share with CSMs.

To add the Standard widget to Gainsight Home:

1. Navigate to Administration > Gainsight Home > Configuration.
2. Click Customize Home. The Gainsight Home Builder page is displayed.
3. In the Widgets pane, expand the Standard Widgets section.
4. Drag and drop the required widget to the layouts pane.
5. For information on how to configure the Image, Rich Text, and Web Page widgets, refer to the Standard Widgets section in the Configure Dashboards (Horizon Analytics) article.
6. Click Save Home.
7. (Optional) Click Preview to review the layout. For more information on Gainsight Home preview, refer to the Preview Gainsight Home section.
8. Click Publish Home. The confirmation message is displayed.
9. Click Confirm.

Dimensions for Gainsight Home Widgets

Every widget in Gainsight Home has permissible limits for the height and width up to which it can be configured. The following image shows the My Portfolio widget set to minimum height and width (8*12).

Note: Width of the widget can be identified by the number of columns it occupies on the layouts pane while the height by the number of rows.

The following table lists the minimum and maximum height and width for the Gainsight Home Widgets.

Widget	Width (Columns)		Height (Rows)
	Minimum	Maximum	Minimum	Maximum
Summary Ribbon	24	24	2	4
My Portfolio	12	24	8	12
Timeline	8	8	12	20
Cockpit	16	24	8	12
Scorecard - Mass Edit	12	24	8	10
Scorecard - Habits	12	24	8	10
Adoption Explorer	4	24	4	10
Report Widget	8	24	4	12
Renewal Center - Renewal Metrics (Summary)	24	24	4	4
Renewal Center - Renewal Waterfall	4	24	4	10
Customer Experience - Trend	5	5	24	24
Customer Experience - Revenue Matrix	12	24	10	10
Standard Widget - Rich Text	2	24	1	12
Standard Widget - Image	2	24	1	12
Standard Widget - Web Page	4	24	4	24