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Gainsight Home (Dashboards) Overview

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.

 

Overview

This article provides an overview of the Gainsight Home tab. The Gainsight Home dashboards are customized to display sets of reports for stakeholders, including individual CSMs, managers, executives, and boards of directors. Admins must configure dashboards within Administration > Analytics > Dashboard Builder. For more information about the setup process, refer Configure Gainsight Home Dashboards (aka Layouts).

Suggested Uses:

  • Review dashboards in executive or team meetings. Optionally, you can export the images and insert them into presentations; or email them to internal users as PPTs.
  • Use the ARR at Risk report to strategize with your team for the upcoming quarter. 

Selections or actions made by a user on Gainsight Home are remembered and their most recent selection or action persists when they return to the page after navigating away. Report filters and visualization types are ‘user state preserved’, which enables multiple users to have their own state preserved.

When admins make any changes to the Report Filters or Visualization Types on a report that already exists in a dashboard, those changes are not automatically propagated to the dashboard, instead CSM’s state prevails on the Gainsight Home tab. For more information on how 'User State Preservation' works with Dashboards, refer How User State Preservation works with Dashboards.


Reports created on Salesforce Objects​​​​

Gainsight NXT in Salesforce CRM
Content in this section supports Gainsight NXT customers logging in from the Salesforce CRM. To learn more about Gainsight NXT in Salesforce, click here.

 

Click here to expand for more information on how the reports created on Salesforce objects appear on Gainsight Home

You can create reports on Salesforce objects, only when a Salesforce connection is established in your org. These reports can then be seen on Gainsight Home (Dashboards), provided they are added to a dashboard container. The reports you see on Gainsight Home depends on your login method:  

  1. When you login to Gainsight NXT via Salesforce, Gainsight Home (Dashboards) renders the reports created on Salesforce objects, provided the reports are added to a dashboard.

    Home SFDC.gif
  2. When you login to Gainsight NXT directly, you will not be able to see any data of the report on Gainsight Home.

    Home NXT.gif

Gainsight Home Tab

In the top ribbon, you can always see the following fields as shown in the following image:

  1. Dashboard menu & search: Drop-down list that contains all dashboards.
  2. Global Search: That contains Search Companies and Relationships option which enables you to search for companies and relationships. In addition, an Admin can configure companies and relationships search to include additional fields for searching a company or relationship. For more information, refer Configuring Customer Search Settings (C360).
  3. If a report description is available, it appears when you hover on the report title.

GS Home.png

Email/Export Dashboard to Gainsight users

You can email dashboards to Gainsight users in your organization as a powerpoint presentation (PPT) using the EXPORT option available on the Gainsight Home page. 

Export.png

Notes:

  • If the current user has configured report visualization types or local filters, they are respected in the PPT version of the dashboard. Global filters are also respected.
  • If the dashboard contains tabular reports, approximately 10 rows of data will display per slide for that report.

To email a Gainsight Dashboard:

  1. Click EXPORT. The Email Dashboard as Powerpoint window appears.
  2. Enter the email of the internal Gainsight recipient, subject of the email, and an optional message for the recipient.
  3. Click SEND NOW. The email is sent to the email ID's specified.
  4. (Optional) Click SEND TEST EMAIL. The Gainsight Dashboard is sent to the logged-in user for verification. 

email export.png

Once the export is completed, as a logged-in user, you will receive an email with the PowerPoint attached. You can open the exported dashboard in Microsoft PowerPoint. However, Google Slides and Apple Keynote files may work, but something in the PPT might break.

Share Dashboard with Users

You can share a dashboard as a link via email with a user from the Gainsight Home tab. The dashboards must be configured for sharing by the admin. The configured dashboard can then be shared through email as a link, with optional security settings. The recipient must be added as a GS user into the GS User object. For example, a CSM could share the Monthly Renewals dashboard with the CRO of the company, which is delivered to the CRO as a link in an email.

For information on how to configure a dashboard for sharing (admin), see the Configure Dashboard for Sharing article.

For information on how to share the dashboard (CSM/user), see the Share Dashboards article.

Note: CSMs can see the dashboards that are assigned by admins, using Dashboard Permissions.

Dashboard Level Filters

If your admin has configured Dashboard Level Filters, you will see a filter underneath the dashboard name dropdown. In this example, a filter for CSM Name allows the CSM to filter the data of the CTAs associated with his companies. To release the dashboard filter, delete the filter text.

Dashboard filter.gif

For admin instructions on how to setup dashboard level filters, refer to the Configuring Gainsight Home Dashboards article. If you would like to enable dashboard level filters or for more information in a report drill down, you can contact your Gainsight Admin.

Tabular Report Overview

In a tabular report, you can:

  • Sort ascending/descending by clicking the column header.
  • Select an operator by clicking the Operator underneath the column header.
  • Filter within a column by typing in the open field underneath the column header.
  • Click and update Score, if you are viewing Scorecard Summary View.
  • Click on customer name to jump to the Customer 360 view for that customer.
  • Click PREVIEW & SHARE option to preview and share an individual report.
  • Wrap text in tabular reports: In Gainsight dashboards, an option to Wrap Lines in tabular reports is provided. If this option is enabled, the text will wrap based on column size when dragged or resized. This feature works in Gainsight homepage dashboards and in reports exported to Excel.

Previewshare.png

Graphical Report Overview

  • Drill down: Click any data point to see a tabular list of customers who fit the filter criteria. (see the following section for more info)
  • Chart options: Click the Settings/Gear icon to access various chart options, including export.
    • Note: On the Gainsight Home page, for reports, users can switch to the visualization/settings that were configured by their Admin in Report Builder using the Clear Settings/Filters option.
  • Visualization type: Click the Select Visualization Type icon to change the visualization type (some options may not be available based on the report parameters).
  • Legends: Click on a color legend to view only the selected element (hides all the other elements). The Y-axis range is re-calibrated so that the selected element is displayed properly on the chart. To toggle between the legends, press Ctrl/Cmd and click the legend. For Windows users, if you want to view multiple elements on a graph and compare, you can press and hold the “Ctrl" key while selecting multiple color legends. If you are a Mac user, press and hold the “Command" key while selecting multiple color legends. To reset the chart to its original state, click the empty space inside the chart. 

Dashboard t [2].png

Drill down view

The drill down view will display your selections when users click on a data point on the graph. You can even control the order of the columns in a drill down view. You can download an Excel sheet report using the download icon.

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