Skip to main content
Gainsight Inc.

Gainsight PX Dashboard Overview

This article explains the different categories of dashboards, different actions that can be performed on dashboards, and various widget configurations.

Overview

Dashboards are a powerful tool to provide quick insight into different key metrics related to product QBR, growth, and adoption. Users can also create their own unique dashboard to access the metrics that matter to them, at a glance. 

Dashboard Home.jpg

Dashboard Permissions

Once you create dashboards, you can share them with users across the subscription by clicking the share icon. Users to view and edit the live dashboards to which they have access.

Gainsight PX offers the following three dashboard permissions.:

  • Private
  • Public 
  • Give Access to Specific Users

Private

All the dashboards created by you are listed under this category. Only you can view, edit, and delete the private dashboards. Set this permission type by selecting the Private option from the Select Permission Type dropdown.

Private Permission.jpg

Public

Assign the Public permission to a dashboard if you want the dashboard to be accessible to all the users in the PX subscription. By default, a dashboard is created with Public permission. To change any other permission type of a dashboard to Public, select the Public option from the Select Permission Type dropdown.

Note: When you enable Edit Access, all the users in the subscription can edit the dashboard.

Public Permission.jpg

Give Access to Specific People

Assign access to specific people using this permission type. You can select the required users for sharing the dashboard from the Add Users to share dropdown. You can select view/edit access permission for each user and also delete any user from the shared list. 

Give Access to Specific People.jpg

Note: The dashboard owner's name and permission details are displayed when you hover over the Share icon in the Dashboard Home page.

Shared Users list.jpg

Actions on Dashboards

Gainsight PX allows you to create, maintain, and use multiple Dashboards effectively. The various actions that can be performed on dashboards are: 

  • Create Dashboard: For more information, refer to the Create Dashboard section of the Configure PX Dashboards article from the Additional Resources section.
  • Add Widgets to DashboardFor more information, refer to the Add Widgets to Dashboard section of the Configure PX Dashboards article from the Additional Resources section.
  • Update dashboardFor more information, refer to the Update Dashboard section of the Configure PX Dashboards article from the Additional Resources section.
  • Clone DashboardFor more information, refer to the Clone Dashboard section of the Configure PX Dashboards article from the Additional Resources section.
  • Remove DashboardFor more information, refer to the Remove Dashboard section of the Configure PX Dashboards article from the Additional Resources section.

Interact through Dashboard

Hovering over certain sections in Dashboards reveals additional information. For example, the Active users and Session count on the dashboard provide more specific results as you hover left to right.

Widget Customization

Each widget can be configured, cloned, and deleted. While configuring you can decide what type of graph you want to select. 

Usage Time Scope

You can select the option to see the update Daily/Weekly/Monthly. You can even customize the data to produce the report/graph. 

The image below shows a widget for Active users. When you select the Daily frequency, a unique user’s login count is set to 1, irrespective of the number of logins in a day. Similarly, if you select the Weekly frequency, a user’s login count is set to 1, irrespective of the number of logins throughout the week. 

Daily.png

Each widget also compares the existing data with data that existed in the same preceding time period. For example, if you have set a time frame to the Last 7 days, the widget displays data for the last 7 days and also compares this data with the preceding 7 days and provides a percentile increase or decrease value. 

Last 7 days.png

In the above image, there was a 50% rise in the number of Active Users in the last 7 days, as compared to the number of Active users who existed in the 7 days, which preceded this period.

Similarly, if you have a set time frame as 30 days, the widget displays data for 30 days and also compares the existing data with the preceding 30 days to provide you with a percentile increase or decrease figure.

For more information about how to configure Dashboards, refer to the Configure PX Dashboards article from the Additional Resources section.

For more information on frequently asked questions, refer to the Dashboard FAQs article from the Additional Resources section.

Additional Resources

Configure PX Dashboards
Dashboard FAQs

 

 

  • Was this article helpful?