This article will guide you through how to setup new Dashboards on the Gainsight home tab. Gainsight Home allows you to display custom home pages with different sets of reports for different functions. For directions on how to configure reports, refer to this article. A general overview of how end users will use dashboards is available here.
Create Home Page Dashboard
1. To create a new Dashboard, click Administration > Analytics > Dashboard Builder.
2. Click + Add New at the top right.
3. (Optional) Click Upload PPTX, to upload your corporate PowerPoint template. The PPT will be used if you choose to send dashboard reports via email to internal users. You can select an existing template from the Existing tab, or browse to a new template using the Upload tab. If you don’t upload your own file, a blank template will be used to generate the dashboard attachment. See Also: Prepare your Presentation File for Upload to Success Snapshots.
4. Type your dashboard name.
5. Click Save.
You can also edit an existing dashboard by clicking the Edit (pencil icon) to the left of the dashboard name.
Note: While Dashboards can be deleted from the Gainsight UI by clicking on the trash can icon to the left of the dashboard name, this is only a soft delete. The Dashboard will continue to exist in the backend of the Gainsight org until a hard delete is performed. To perform a hard delete, contact Gainsight support for assistance.
Activate Dashboard Permissions
Admins can configure individual dashboard permissions for users with the new Dashboard Permissions UI.
To enable Dashboard Permissions, navigate to Administration > UI Views > Dashboard Permissions > Configure; then select the Enable check box; click Save. Then to assign dashboard permissions to specific users, follow the steps below.
Assign Dashboard Permissions
By default, every Gainsight user can view all of the dashboards on Gainsight Home. However, Admins may enable/disable user’s access to individual dashboards using the Dashboard Permissions feature.
To configure user permissions for individual dashboards:
- Navigate to Administration > Dashboard Builder > Permissions.
- Under Dashboard Permissions, by default, the drop-down box is selected to Dashboards and a list of all the available dashboards are displayed.
Note: By default, every user has access to view all dashboards.
- Select the check box next to the dashboard for which you need to modify permissions.
Dashboard Permissions by Individual Dashboard
- Click View Permissions.
Note: Only users with the Gainsight license are visible in the Configure permissions window.
- Under Configure permissions, select the users for whom you want to grant access to this dashboard on the Gainsight tab.
- Click Save.
- (Optional) You can choose to assign dashboard permissions by User.
Dashboard Permissions by User
- For the desired user, click on the Dashboards link to display all the available dashboards.
Note: If you are unable to change the selection under View, it’s probably because dashboard permissions are not enabled for that particular dashboard.
- Select the Dashboard Name to which you want to grant the user access to.
- Click SAVE.
Permissions must be configured per user; there is no bulk upload option at this time.
Configuring dashboards involves adding containers, resizing containers, and associating either a UI View or reports with containers. The dashboard editor consists of two sections: the left pane lists all available UI Views and reports by subject area, and the right side represents the layout designer, including the containers and the report associated with each container.
Note: You can now add a maximum of 20 containers (ie. reports).
Add, Resize, Reposition, and Delete Containers
- To add a container, click the Add Container icon in the top right corner. Up to 10 containers can be added to a layout.
- Adjust the width and height of a container by dragging the container from the bottom left corner. Modify the position of a container by clicking anywhere on the container and dragging it.
- To delete a container, click the delete icon at the top right corner of a container.
Associate Reports with a Container
- To associate reports with a container, drag and drop a report name from the list of available UI views/reports (on the left) on to a container. After dragging a report to a container, the meta data about the associated report will be shown in the appropriate container.
If a UI View is dragged onto a container, an empty table representing the columns in the associated UI views will be shown on the container.
Dashboard Level Filters
Admins can setup dashboard level filters for use on the Gainsight tab. In order to setup a dashboard level filter, every report in a dashboard must be built in the Report Builder. (Therefore, dashboards using UI Views such as the Scorecard Summary, can't use a dashboard level filter.) Also, every report in the dashboard must contain the same filter in its report configuration; eg. CSM Name, or Region. Once the filters are configured in the reports, then the Admin can set a dashboard level filter in Admin > Layouts.
Users can then use the dashboard level filter, pictured above, to narrow the data set. To release the dashboard filter and see all data, simply click the X next to the filter name.
Add Global Locked/Unlocked Dashboard Filters
Admins can also lock or unlock filter values globally.
- Under Administration > Analytics > Dashboard Builder, edit an existing dashboard, or create a new one.
- Click Filter, and select the filters you want to lock/unlock for users:
3. All of the filters you selected will display above the containers. Click each filter to configure it, and then you can click the lock icon to set it to locked or unlocked. On the Gainsight Home page, if the filter is unlocked, users can set the filter values.
4. Click Save.
5. Click Preview to view the dashboard.
Updating Filters on Existing Dashboard Reports
If you make changes to a report's filters and the report already exists in a dashboard, the filter changes will not automatically appear in the dashboard. This is due to 'User State Preservation,' which is designed to prevent multiple users from changing a report and having it reflect on everyone's dashboards.
Currently, the only way to update the report filters in the dashboard for everyone, is to remove the relevant report and its container from the dashboard, and then add it back to the dashboard.
Add Summary Widgets to your Dashboard
You can now add summary widgets to your dashboard at Administration > Dashboard Builder. This widget can contain only a report of the Widget visualization type. For more information, refer to Configuring Summary Widget.
How to Email Dashboards to SFDC Users
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 Email Dashboard functionality. This functionality helps you send a dashboard as a PowerPoint presentation, attached in an email, on a specific schedule. (End users can also send internal Gainsight users dashboards via email from the Gainsight Home tab. See these instructions.)
To email dashboards to SFDC users:
1. Go to Administration > Dashboards.
2. (Optional) Click Upload pptx, to upload your corporate PowerPoint template. You can select an existing template from the Existing tab, or browse to a new template using the Upload tab. If you don’t upload your own file, a blank template will be used to generate the dashboard attachment. You can only use one PPT template at a time for emailing dashboards. For instructions on how to format your corporate template, see this article.
- When sending dashboards via email, packed bubble reports and the Scorecard UI View are not currently supported.
- To view the dashboard email schedule, or to see if a dashboard contains a schedule, you must click the email icon for the individual dashboards/layouts.
- Dashboards with filters for the CSM or current user (for example) will not automatically send only the current user's data.
3. Click Edit (pencil icon) on the relevant dashboard; then click the Email Settings icon.
4. In the Email Settings window, enter the following details:
- Add Recipient: The email address(es) of the email recipients. Recipients must be SFDC users.
- Email Subject (required): The subject of the email.
- Email Body (required): The body of the email.
5. Click Configure Schedule, or Send Now, or Send Test Email. Use Send Test Email to preview the Email Dashboard. The test email will send to the user who is logged in.
6. Configure Schedule: select the time, frequency, and duration for sending the dashboard via email.
7. Click Save or Send Test Email.
The schedule gets saved and triggers at the appropriate time. Recipients receive the desired dashboard attached as a PowerPoint presentation in an email. Each report appears on a separate slide, except for tables which may span multiple slides.
How to Delete a Recipient from a Dashboard Email Schedule
To remove one or more recipients from the Dashboard email schedule, use the X next to their email address, and click Save. At least one recipient must be included in order to maintain a schedule.
How to Delete a Dashboard Email Schedule
To delete the schedule completely, click Delete Schedule, at the bottom of the Email Dashboard Settings window. A confirmation message will display.