P360 Admin Guide (BETA)

Create Layout

In P360, it is feasible to design distinct layouts tailored to various end-user groups, as not all end-users are required to view the same information.

Default Layout 

Gainsight provides a pre-built layout named Default Layout in the P360 Layouts tab. This layout is specifically designed for CSMs. It provides a high-level overview of key metrics and summaries, enabling decision-makers to quickly grasp the overall health and status of customer relationships and business operations. It includes sections such as Summary, Product Usage, Timeline, Text Analytics and People Maps. In the Summary section, the layout includes widgets such as Community Metrics, Recent 5 Community Interactions, Overall Product Usage, Top 5 Features and so on.

Configure Sections

As an admin, you can use the pre-built sections created by Gainsight or you can configure the standard sections and add them to the layout. 

The following sections are available for P360 Layout:

• Summary
• Timeline
• Usage
• Reports
• Text Analytics
• People Maps

Assign Layouts

P360 allows you to create specific layouts for different personas as required. You can even use filters to identify users across companies/relationships using the key attributes. A combination of criteria with AND logic can be used to arrive at the specific target audience. 

Note: Select the checkbox beside each criteria to include the null values.

Preview Layout

The Preview Layout option in P360 allows you to view a real-time rendering of the customized layout before finalizing. It provides an accurate snapshot of widget arrangement and data representation, ensuring the layout meets the requirements for effective monitoring and analysis of person-related information.

Layout Options

P360 provides the following options for the ease of building layouts:

• View/Edit: To view an existing layout and edit it
• Rename: To rename an existing layout
• Duplicate: To create a cloned copy of an existing layout
• Mark as Default: To make a layout as a default layout in the list view
• Assign Layout: To assign a layout to a user
• Delete: To delete a layout permanently

Configure Summary Section

The Summary section consists of the Highlights widget and a group of standard widgets to display the person data from various product areas of Gainsight. Users can use the global Context Switcher dropdown menu and view the following options:

• Overview : Provides the snapshot of person information across all companies that the person has created footprints on.
• Company View: Provides company-related information in the Summary widgets
• Company - Relationship view: Provides relationship-related information within each company in the Summary widgets. 

You can add and configure widgets to display critical parameters of customers, important for your organization. When a widget is added into the Summary section and configured to represent a key parameter, it enables CSMs to effortlessly assess these parameters. For more information on the widgets, refer to the Widgets in P360 section.

You must configure the Summary section widget after adding it to a layout, so that it displays information in the P360. Gainsight offers 18 Standard Widgets and 18 Report Widgets out of which 10-12 can be added in the Summary section.

To configure the Summary section: 

1. In the Configure Sections step, drag and drop the Summary widget from the left pane.
2. Click Configure. The Save to Configure dialog appears, if you have not saved the Layout.
3. Click Yes. The Summary Configuration page appears.
4. Drag and drop the required widgets from the left pane. You can use widgets from all the two widget types (Standard and Report). 
5. (Optional) Click the name of the widget to rename them. Once you have renamed the widget, the original widget name is displayed along with the new name.
6. (Optional) Click Preview to view the Summary section before saving it.
7. Click Save.

Configure Text Analytics Section

To configure the Text Analytics section:

1. In the Configure Sections step, drag and drop the Text Analytics section from the left pane. 
2. (Optional) Click Preview to view the Summary section before saving it.
3. Click Save.

                    

Configure People Maps Section 

The People Maps section displays an overview of the companies and maps that person is a part of. You can check the details of each map by using the Context Switcher dropdown menu to drill down into specific companies and relationships.

To configure the People Maps Section in P360: 

1. In the Configure Sections step, drag and drop the People Maps section from the left pane to add the People section to the P360 layout.

2. (Optional) Click Preview to view the layout before assigning it to the users.
3. Click the Settings icon. Choose Map Default Layout. The Save to Configure dialog appears, if you have not saved the Layout.
   Note: Map Default Layout allows you to configure the default settings for the Map View. You can choose from the following two layouts:
   1. Vertical: The peers are stacked vertically one below the other.
   2. Horizontal: The peers are stacked horizontally side by side.

4. (Optional) Click Save as Pre-built section. This section is saved as a ready-to-use section for the CSMs. They will not be able to switch between vertical and horizontal configurations. 
5. Click Save. The layout is saved as a draft.
6. Navigate to the Configure Card tab. The People Maps Configuration page appears.
7. Drag and drop the fields that you want to display in the People Maps section. 
8. Click Save. The People Maps section is added to the P360 layouts successfully. 

Configure Timeline Section 

To configure the Timeline in the Summary section:

1. Navigate to Administration>P360. Click the default layout.
2. (Optional) Click Add Layout to create a new layout in P360. The Layout page appears.
3. Click Configure Sections.
4. Drag and drop the Timeline section from the left pane. 
5. (Optional) Click Preview to view the Summary section before saving it.
6. Click Save.

Configure Product Usage Section

The Product Usage section help users view the usage data of a company/relationship in P360 layouts. This is achieved by adding the Product Usage section defined in Adoption Explorer project, to the P360 layout configuration page.

Prerequisite: 

A connection must be configured between the Gainsight CS tenant and Gainsight PX. For more information about the configuration details, refer to the Gainsight PX Connector article.

To configure the Product Usage section:

1. In the Configure Sections step, drag and drop the Product Usage section from the left pane.
2. Click Configure. The Save to Configure dialog appears, if you have not saved the layout. Click Yes to save the Usage section to the layout. The Usage Configuration page appears. 
3. Enter a name in the Usage Name field.
4. From the Projects dropdown, select the Default Project.
5. From the Usage Dashboard dropdown, the Default Dashboard option is populated.
   Note: The default project and dashboard are automatically selected for the Default layout, however admins can override these selections and set their preferred projects and dashboards.
6. (Optional) Add a Description.
7. Click Save.

For more information on usage reports, refer to the  Create Usage Report in a Dashboard article.

Configure Report Section 

The Report section consists of all the pre-configured reports. You can drag and drop pre-configured reports to the layout to display them on your P360 Reports page. Reports created on the same object can be grouped and their order within the report group can be rearranged as per your preference. You can add multiple grouped or ungrouped reports to your P360 layout. 

To configure the Report section:

1. In the Configure Sections step, drag and drop the Reports section from the left pane. 
2. Click Configure. If you have not saved the layout, the Save to Configure dialog appears. Click Yes to save the Report section to the layout. The Reports Configuration page appears.

3. Drag and drop the required reports from the left panel. 
4. Click Configure. The Report Group Settings slide-out panel appears. Enter the required information.
   Note: Select the Company Reference, Person Reference, and Relationship Reference fields in the Report Group Settings page as required. 
5. Click Save.
6. The selected reports are displayed on the Reports tab.

7. (Optional) Click Add Group to group reports created on the same object. You can also drag and drop reports built on the same object to form a  group.       
8. (Optional) Drag and drop the Report Groups and ungrouped reports to change the order in which they are displayed in the P360 Reports tab. You can also reorder the sequence of the reports within the same group.

KPI Report Widget Group

You can create a KPI report widget group and configure the group settings to automatically resize widgets within the group when the group dimensions are changed. To create a KPI report widget group:

1. Drag and drop a KPI report from the left panel. The KPI widget group confirmation window appears.
2. Click Yes. A KPI group report appears on the canvas.
3. Drag and drop other KPI reports to the group.
4. Click Configure. The KPI Group Settings slide-out panel appears.
5. By default, Allow auto re-adjusting of KPI widget size in a group toggle is on.
6. Click Save.

Notes:

• You can change the widget group dimensions from the bottom-right corner. The KPI report widgets inside the group automatically resize their dimensions for better space utilization.
• You can turn off  Allow auto re-adjusting of KPI widget size in a group toggle. KPI report widgets in the group retain their dimensions defined by you even if the widget group dimensions are changed. 

Standard Widgets

Widget Name	Description

Highlights	The highlight section gives a snapshot of a person’s profile. This section comprises standard fields and optional fields that can be added by admin.
Company Associated	This widget shows the company details associated with the selected person
Relationship Associated	This widget shows the relationship details associated with the selected person
Attributes
Last 5 Timeline Activities	This widget displays the five latest Timeline activities in the Timeline P360 widget. These listed activities are filtered based on the external attendees
Community Metrics	This widget aggregates key engagement indicators from the Customer Communities platform. It helps visualize metrics such as Page Views, Posts, Topics, and Replies
Last 5 Community Activities	This widget presents the five most recent actions or engagements of a user within the Customer Communities platform over a chosen period. It provides a quick snapshot of the user's latest interactions, offering valuable context for understanding their current interests and participation levels in the community.
NPS (Last Response)	Displays the last response received for the NPS question. This CX metric helps you gauge the customer’s loyalty and likelihood for recommendation. For a deeper insight into NPS survey responses, click the NPS widget for a drill-down view of complete NPS survey responses from the person. Additionally, use the All drop-down menu to refine the survey results using the NPS filter (Promoter, Passive, and Detractor).
CSAT (Last Response)	Displays the last response received for the CSAT question. For a deeper insight into CSAT survey responses, click the CSAT widget to get a drill-down view of CSAT survey responses from the person. Additionally, use the All drop-down menu to refine the survey results using the CSAT filter (Dissatisfied, Neutral, and  Satisfied).
Sponsor Tracking	Displays the response rate percentage calculated based on the ratio of the number of actual survey responses to the number of total surveys sent to this participant in a timeframe of the last 90 days.  Note: Survey Response Rate is computed for surveys distributed through Gainisght only. It does not include responses from external NPS or CSAT surveys loaded into an organization.
Journeys	This widget displays the count and names of programs in which a person has participated in the past 6 months, highlighting their current status (Review, New, Active, Completed, Knock-off, or Dropped) against each program. Additionally, the widget provides an activity log of the person's interactions with each program. Note: The duration for which this widget shows data is fixed at 6 months and cannot be adjusted by the admin
Overall Product Usage	This widget provides extensively the person uses the product. It shows the usage in terms of feature count during the selected time frame.
Top 5 Features Used	This widget displays the most frequently utilized features of a product by the person. It ranks the top five features based on usage metrics, providing a clear, concise view of user preferences and engagement.
Least 5 Features Used	This widget showcases the five least engaged features within a product during a specified timeframe. It offers insights into user behavior by highlighting areas of potential improvement or opportunities for targeted customer education.

Report Widgets

Under Report Widgets, you can select the reports to be displayed as widgets in the Summary section. All reports created in Report Builder are listed here and are grouped by the objects they are created on. You can drag and drop reports to the layout. Once a report is added to the layout, click Configure and select a value from the Company, Person, and Relationship Reference fields.