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Configure Dashboards (Horizon Analytics)

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 admins can set up new Dashboards on the Dashboard Builder page.

Overview

The Dashboard Builder feature allows admins to display custom dashboard pages with different sets of reports in a Dashboard, for different functions. For more information on how end users can use dashboards, refer to the Dashboards Overview article in the Additional Resources section at the end of this article.

Dashboard Builder Page

To view the Dashboard Builder page, navigate to Administration > Dashboard Builder (BETA). The Dashboard Builder page appears.

The Dashboard Builder page is categorized into three sections:

  1. Folders and Options
  2. Dashboard List View and Options
  3. Pagination

Dashbuilder Page.png

Folders and Options

Folders manage and organize all the Dashboards created in your org. There are two categories of Folders, All and Uncategorized. You can create a folder and subfolders under it, and can also edit and delete the folders based on the requirement. If a Dashboard is not categorized, it is by default saved into the Uncategorized folder.

For more information on how to create and organize folders, refer to the Organize Dashboard into Folders section in this article.

Dashboard List View and Options

The Dashboard Builder page displays all the existing dashboards from all the folders. The options available under Dashboards are:

  • Name: The Name field displays the Names of all the dashboards from all the folders. This is a default category in the Dashboard list pane.

  • Search: Type in the Dashboard name to display search results.
  • Filter: Filters can be applied on Dashboards to narrow down the searches based on Created By, and Modified By criteria.

    To apply filters:

    1. Click the Filter icon.The Filters page appears.
    2. Click Add Filter.
    3. From the Field dropdown list, select either Created By or Modified By as required.
    4. From the Operator dropdown list, select either equals or not equals.
    5. From the Select User dropdown list, select either Current User, All Users, or Other User.
      Note: When you select Other User, the User search box is enabled. Type in the name of the user whose Dashboard is to be filtered.
    6. Click the icon to add multiple filters.
    7. Click the x icon to delete filters.
    8. Click Apply, to filter the dashboards as per added criteria.
    9. Click Cancel, to exit from the Filters page.
    10. Click Clear, to clear all the added filters.
  • Settings: Click the Settings/Gear icon to customize the view of the Dashboard List View. You can Search, Select a single or multiple fields, and click Apply to add them to the Dashboard List page.

    Following are the fields under the Settings, which you can select as viewing criteria for the Dashboard:

    • Name: The Display name of the Dashboard. This field is selected by default and cannot be deselected.

    • Description: The description or the details of the Dashboard entered while creating the Dashboard.

    • Folder Name: The respective folder name under which the Dashboard is saved.

    • Created By: The name of the user who created the Dashboard.

    • Created Date: The date on which the Dashboard is created.

    • Modified By: The name of the last User who modified the Dashboard.

    • Modified Date: The last modified date of the Dashboard. 

    • Report(s): The total number of reports available in the Dashboard.

    • Deleted: The status of the deleted Dashboard, either True or False. If the Dashboard is deleted, it displays True in the Trash folder.
  • Context Menu: Click the Context menu on any Dashboard to view the following options:

    • Edit Dashboard: Allows admin to edit the selected Dashboard.

    • Edit Details: Allows admin to Rename Dashboard and provide Description (optional).

    • Delete: Allows admin to delete the selected dashboard and the deleted dashboard is moved to the Trash folder. To view deleted dashboards, click the Trash icon on the bottom left of the Folders pane. The deleted dashboard list page appears.
      Note: The deleted dashboards are stored for a maximum of 90 -120 days.

    • Manage Permissions: Allows admin to assign permissions on Dashboard or Folders. For more information, refer to the Dashboard Permissions article in the Additional Resources section at the end of this article.
    • Preview Dashboard: To preview the Dashboard for multiple resolutions. For more information, refer to the Preview section in this article.

2. Context Menu.png

  • Checkbox: Select the checkbox next to the Dashboard Name to Move or Delete one or more Dashboards.
  • Viewing as: The Viewing as option displays the name of Current User. The access to Viewing as option is restricted. For more information on how to assign permissions, refer to the Dashboard Permissions article in the Additional Resources section at the end of this article.

    Note: The columns in the Dashboard list pane can be sorted or arranged, by hovering on the column Title, and Hold and Drag the Title column as required. The Name column is fixed and cannot be moved.

Pagination

Use the pagination tool to navigate through different pages, and view multiple Dashboards in a set of 20, 40 or 60 on a single page, based on the selection.

Dashboard.png

Create and Configure Dashboard

To create a new Dashboard:

Navigate to Administration > Dashboard Builder (BETA) > [click Create Dashboard]. The Dashboard Layout page appears.

The layout page has two sections:

  1. Standard Widgets and Reports pane
  2. Dashboard layout pane

Admins can add Widgets and Reports into the Dashboard layout pane, and edit, resize, reposition and delete Reports and Widgets in the layout pane as required. For detailed information on how to perform this, refer to the Add, Resize, Reposition, and Delete section in this article.

3. Dashboard configuration page.png

Add Standard Widgets

Gainsight currently offers three Standard Widgets, which can be added to the Dashboard page.

  • Image Widget: Use this widget to upload images such as company logos, or display external shared dashboards or display screenshots of analysis or charts. The maximum size of the Image can be 5MB. The following formats are accepted: 

    • .jpeg
    • .jpg
    • .gif
    • .png
    • .bmp
    • .svg
    • .webp
    • .ico
  • Rich Text Widget: This is a fully customizable text widget. Use this widget to provide Section Headers or Accompanying Texts for the Dashboards.
  • Web Page Widget: This widget can be used to embed any third party content such as YouTube videos, a publicly hosted document, a visual force page or any app that works with iframe.
    Note: Not all websites can be embedded; some products actively block embedding.

Add Reports

The Reports dropdown list displays all the Folders with the reports created in the Report Builder. Access the Report in the respective Folder, and drag and drop the report on the layout pane.

For more information on Reports and Folders, refer to the Reports List View article in the Additional Resources section at the end of this article.

For more information on Report Builder, refer to the How to Build Basic Reports article in the Additional Resources section at the end of this article.

Add, Resize, Reposition, and Delete

Admins can Add, Resize, Reposition, and Delete the Reports and Standard Widgets based on the requirement.

To configure widgets, navigate to Administration > Dashboard Builder (BETA) > [click Create Dashboard] > Dashboard Layout page appears.

To add the Standard Widgets and Reports in the layout pane:

  1. Drag and drop the widgets or reports from the left pane to the Layout pane.

  2. To resize the widgets or reports, hold and drag the widget or reports at the bottom right corner. The widgets and reports are responsive in nature, so Admins can resize and simultaneously view the data adapt to the size.

  3. To edit the widget or report, click the Pencil icon. The widget configuration page appears.
    Note: The edit option in Reports will open the Report Configuration page. For more information on how to edit reports, refer to the How to Build Basic Reports article in the Additional Resources section at the end of this article.
  4. Click the Trash icon to delete the widget.
  5. To reposition the widget after adding it to the layout pane, Hold and Drag the widget anywhere within the layout pane.

Limitation: Dashboards can currently display up to 25 widgets. 

Configure Standard Widgets

In the Dashboard Layout page, on the left pane, click Standard Widgets. The dropdown list displays the following three widgets:

  • Image Widget
  • Rich Text Widget
  • Web Page Widget

Configure Image Widget

To configure Image Widget:

  1. Drag and drop the Image Widget. The Image Widget configuration page appears.

  2. Click the + icon in the middle of the preview window to add an image. A dialog box appears.

  3. Navigate to the location of the image you want to upload and select the image.

  4. The selected image appears in the preview window. Click the checkbox Fit to the box. This will break the aspect ratio and force fit the image to the size of the box.

  5. Click Save.

  6. Click Cancel, to exit and cancel all changes made in the Image Widget configuration page.

Configure Rich Text Widget

To configure Rich Text Widget:

  1. Drag and drop the Rich Text Widget. The Rich Text Widget configuration page appears.

  2. Type in the required information such as section header, summary or brief information on dashboards as needed. 

  3. Click Save.

Web Page Widget

To configure Web Page Widget:

  1. Drag and drop the Web Page Widget. The Web Page Widget configuration page appears.

  2. Enter the URL of the web page in the Please Enter The URL text box. The embedded content will load in the preview window.

  3. Click Save.

Configure Reports Widgets

In the Dashboard Layout page, on the left pane, click Reports. The report dropdown list displays all the folders with reports created in the Report Builder.

To add the report widget:

  1. Drag and drop the Reports from the left pane to the Layout pane. Once added, you can see that the metadata in the reports loads automatically.

  2. Click on the reports loaded to see the Drill down Report.

  3. Click the Pencil icon to edit the Reports. This will take you to the Report Configuration page. For more information on how to configure the reports, refer to the How to Build Basic Reports article in the Additional Resources section at the end of this article.
  4. Click the Link icon on the report widget.

  5. Paste the URL link in the Navigation URL text box.

  6. Click Save. The Report Title is now linked to the URL.

  7. Click the Report Title to navigate to the linked URL.

After adding the required Standard Widgets and Reports, the following additional functions can be performed in the Dashboard configuration page.

4. Dash.png

  1. Live Widget: The rendering of the widgets can be Turned On or Off by toggling the Live Widget button. When the widget rendering is Off, the following details are displayed in the widgets.

    • Web Page Widget: The linked URL is displayed
    • Reports: Following details on the widget are displayed
      • Source Type: MDA or Salesforce.
      • Object: Source object added in the Report Configuration stage.
      • Show Me:  Fields such as ARR, MRR, Name or other such fields added in the Report configuration stage.
      • Group By: Fields such as Stage, or Industry or other such fields added in the Report Configuration stage.

Note: Turning the widget rendering off in the configuration page, does not affect the Dashboard display in the Dashboard page.

5. Rendering-New.png

  1. Add Global Filter: Global dashboard filters can be used on the Dashboard tab. Filters can be applied to one or more reports on a dashboard. For more information on how to add a global filter, refer to the Global Filter for Dashboards article in the Additional Resources section at the end of this article.

  2. Preview: Click the Preview icon. The Preview page displays the three different resolutions (Tablet, Laptop and Monitor) for viewing the dashboards. Click Back to Layout Builder to navigate back to the dashboard layout page.
    Note: Preview is enabled only when the dashboard layout is Saved.

  3. Save Layout:  Click Save Layout. The Save Dashboard page appears.

    1. Dashboard Name: Type in the name of the dashboard in the Dashboard Name text box.
    2. Select Folder: By Default, Uncategorized folder is selected.
      Note: Alternatively, you can select a specific folder to save by selecting the list of Folders from the Select Folder dropdown list. For more information on how to create folders, refer to the Organize Dashboards into Folders section in this article
    3. Description (optional): Type in the Description of the dashboard as required.
  1. Context Menu: The Context menu is enabled only when the dashboard layout is saved. Perform the following functions using the Context menu:

    • Clone: To duplicate the existing dashboard layout, click Clone. The Save Dashboard window appears. Repeat the steps above to save the dashboard.
    • Delete: Click Delete, to delete the existing dashboard layout.
    • Share: To share the Dashboard, click Share. The Share Dashboard page appears. For more information on how to share a dashboard Configure Dashboards for Sharing article in the Additional Resources section at the end of this article.
    •  + New Dashboard: Click + New Dashboard, to create a new Dashboard.
    • Clear State: Click Clear State to clear the state preservation for all users of the present dashboard.

Click the X  icon next to the Context menu to return to the Dashboard Builder page. You can see the recently created dashboard in the Dashboard List pane.

6. Context menu - Dashboard-New.png

Global Filters

Admins can set up global dashboard filters for using them on the Dashboard tab. In order to set-up a dashboard level filter, every report in a dashboard must be built in Report Builder. These filters can be applied to one or more reports on a dashboard. The reports can be built on different objects. This functionality reduces the number of filters required on each report on a dashboard, which in-turn reduces the number of dashboards required for each team, member, or reason. For more information on Global Filters, refer to the Global Filter for Dashboards article in the Additional Resources section at the end of this article.

Global.png

Dashboard Permissions

Admins can restrict a user/group of users from accessing a single or set of dashboards using the Dashboard Permissions. Admins can also provide limited access to the Report Builder and control the privacy of all new assets being created. The Dashboard Permissions are defined in such a way that end users must have the required permission to access data from Dashboards. For more information on how to enable and assign permissions to dashboards, refer to the Dashboard Permissions article in the Additional Resources section at the end of this article.

Permissions.png

Organize Dashboards into Folders

Dashboards can be organized into folders on the Dashboard Builder page. By default, folders are sorted alphabetically at each level and any new dashboard created is stored in the Uncategorized folder by default. To organize dashboards into folders, perform the following steps:

  1. Navigate to Administration > Dashboard Builder (BETA).

  2. Click the + icon on the Folder pane to add a new folder. The Add Folder window appears.

  3. Enter a name in the Folder Name text box.

  4. Select the Parent Folder where you want the new folder to be added.
    Note: All new folders will reside inside Home, which is the root folder.

  5. Click Save.The required folder is added.

  6. To edit the name of a folder, click the Pencil icon.

  7. To delete a folder, click the Trash icon.

  8. To set permissions to folders, click Manage permissions. For more information on how to manage permissions, refer to the Dashboard Permissions article in the Additional Resources section at the end of this article.

Notes:

  • If the folder contains a subfolder or dashboard inside it, the system displays a message specifying that the folder cannot be deleted.

  • New folders cannot be created under the Uncategorized section.

Perform the following actions once the folders are created:

  • Move a dashboard into a folder (drag and drop, or use the MOVE TO menu).

  • Drag and drop a folder into another folder.

  • Subfolders (nested folders) cannot be created at third level. Only two levels of subfolders are allowed under Home.

  • Create a dashboard and add it to a specific folder.

  • Admins or users with access to Dashboards can move the dashboards. If you do not have permission, the checkbox, MOVE TO field, Delete icon, and the permission icon are disabled.

Note: A maximum of 50 dashboards at a time may be moved from one folder to another.

Sharing Dashboards

If you check your Gainsight dashboard(s) frequently, or if you want to send the dashboard to your colleagues and managers, we recommend using Gainsight’s Share Dashboard functionality. This functionality helps you send a dashboard as a PowerPoint presentation, attached in an email, or as a link in an email, on a specific schedule. (End users can also send internal Gainsight users dashboards via email from the Dashboard tab. 

Share.png