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Gainsight Inc.

Custom Views in Renewal Center

This article explains the Views feature in Renewal Center, how to create predefined views and custom views in Forecast and Analyze sections.

Overview

Multiple teams are involved in renewals. As a result, different personas such as Executives, Customer Success Managers (CSMs), and Renewal Managers use Renewal Center. Each of these users has a different need for the data that they should have access to. The Custom Views feature in Renewal Center solves this use case.

Analyze View

Analyze View helps you create and manage the key metrics related to your renewals by using a set of widgets and global filters. This view helps in visualizing the metrics that matter the most and to take necessary action.

Key Benefits:

  • Ability to create multiple views and share with users across the organization.
  • Ability to filter out the necessary data (Example: Company-specific metrics) and create a view of the same.
  • Ability to create multiple versions of the same chart with different Forecast periods to analyze the behavior changes.

Use Predefined Views

Renewal Center provides three Predefined Views that addresses a few common use cases. The default forecast period selected for these views is Current Quarter

Following Predefined Views are available in the Analyze tab:

  • All Opportunity: For executives who need to see an analysis of all opportunities.
  • My Opportunity (CSM): For CSMs who need to see all opportunities related to the accounts they manage. 
  • My Opportunity (Opp Owner): For opportunity owners who need to see all opportunities they own. 
  • Migrated Personal View: For existing users using the data they have pre-configured in Renewal Center. Such users can see the Migrated Personal View when they log in for the first time after the Gainsight release - V 6.19.

Note: These views can be modified or removed by the administrator. 

Create Custom View

Following features are available to configure Analyze View:

  • Manage view Actions (Create/Edit/Delete)
  • Add Widgets
  • Configure Permissions

To create a View: 

  1. Navigate to Renewal Center
  2. Click the Analyze tab.
  3. Click the Views dropdown and then click Create New View.
    Create View - Analyze.png
  4. Enter the View Name
  5. Click the Global Filter icon and then click Add Filter. The criteria you set here refines the required opportunities for the view. 
  6. From the left pane, drag and drop the required widgets to the view. 
  7. (Optional): To delete a widget, click the Delete icon on the top right corner of the widget.
  8. Click Save. A new view is now created.

Notes

  • Any global filter fields that you add to the view homepage are not preserved in the views. You can edit a view and then add filters in order to save the filter criteria in the view. 
  • You need to add at least one widget in the view to enable the Save option.

Add Widgets

Renewal Center offers nine different widgets to help slice and dice the renewal metrics to suit your business requirements. You can add up to 20 widgets in a view.

For more information on how to configure different widgets, refer to the Widgets section of Renewal Center User Guide article.

Edit View

You can update the details of a view that you have created, or that is shared with you along with edit permissions. You can also edit a Predefined View.

Editing a view helps you make the following changes:

  • Add new widgets or remove existing widgets
  • Reposition or resize widgets
  • Update the Forecast period for widgets
  • Update the widget category

To edit a View:

  1. Click the edit icon for the selected view.
  2. Click Save to make changes to the existing view. (Or) Click Save As New to create a copy of the view.

Edit View Analyst.png

Note: Editing a predefined view is not allowed. However, you can create a copy of the view and make the required changes.

Delete View

You can click the delete icon to remove a view. However, deleting a view that you are currently viewing is not allowed. Navigate to another view and then delete the required view from the list of views.

Delete View Final.png

Forecast View

Renewal Center Forecast View addresses users need to see their list of opportunities in various scenarios in order to forecast efficiently. This view helps to create and manage the list of opportunities that you need to monitor. 

Use Predefined View

My Renewals Due 

Gainsight provides an out of the box view for CSMs who need to see renewals due in the current quarter. This predefined view helps to view, edit, and share the list of opportunities that may not be progressing appropriately, and take quick action on them. 

Create Custom View

You can create views in the Forecast section to have a quick snapshot of different sets of opportunities sliced and diced with various filter criteria, and take action accordingly.

To create a View: 

  1. Click the Forecast tab.
  2. Click the Views dropdown and then click Create New View.

Create New View Forecast.png

  1. Enter the View Name
  2. Click the Global Filter icon and then click Add Filter. The filter criteria you set here refines the list of opportunities for the view.
  3. Click Save. New View is now created.

Notes

  • Any global filter fields you add to the View homepage are not preserved in the views. Edit a view and then add the filters in order to save the filter criteria in the view. 
  • You need to add at least one filter criteria in the view to enable the Save option.

Edit View

You can update the details of a view that you have created, or that is shared along with edit permissions to you. You can also edit a Predefined View.

Editing a view helps you make the following changes:

  • Add new filter criteria to update the list of opportunities in a view
  • Create a new copy of an existing view

To edit a View:

  1. Click the Edit icon for the selected view.

  2. Click Save to make changes to the existing view. (Or) Click Save As New to create a copy of the view.

Edit View Forecast.png

Delete View

You can click the delete icon to remove a View. However, deleting a View that you are currently viewing is not allowed. Navigate to another view and then delete the required view from the list of views.

Share Views 

As the owner of your views, you have the privilege of sharing the views with other users. The user actions on the shared views depend on the view permission type that you assign.

Following view permission types are available: 

  • Private 
  • Public 
  • Give Access to Specific People

Private

Access to a view is restricted to the owner when the permissions are set as Private. When you create a view, the permission type is set as private by default. If you have shared a view with other users, perform the following steps to set the view as private again.

To assign permission type as Private:

  1. Click the Share icon on the top right corner of the Views page. The Share window appears.
  2. From the Select Permission Type dropdown, select the Private option.
  3. Click Share. The view is now set as Private.

Private permission type.png

Public

The views that are set with the permission type as Public, appear in the list of Shared Views for other users. 

To assign permission type as Public:

  1. Click the Share icon on the top right corner of the Views page.
  2. On the Share window, select the Public - View option from the Select Permission Type dropdown.
  3. Click Share. The view is now shared as public for all the users.

Public View Permission.png

Note: When a view is shared as public, the edit option is enabled for the shared users. However, such users cannot edit the original view. Any changes made while editing the view are saved as a new copy of the view.

Give Access to Specific People

Assigning this permission type entitles specific users with different access rights on a view. 

To assign this permission:

  1. Click the Share icon on the top right corner of the Views page.
  2. On the Share window, select the Give access to specific people option from the Select Permission Type dropdown.
  3. Search the name of the intended user by entering at least 3 alphabets from the name.
    Note: You can also assign this permission to user groups.
  4. After selecting the user, select one the following access rights: 
    • View: Allows the user to see the view and save as a copy
    • Edit: Allows the user to edit the original view and save the changes.
    • Admin: Allows the user to edit and share the original view, even to override the permissions assigned by the owner.
  5. Click Share. The view is now shared with the selected users.

GIve Access to Specific People.png

Scenarios

  • If a user (who received shared permission as admin to a view) deletes the owner from the access list, then the ownership of the view is transferred to the admin.
  • While working on a view, if a user loses access to the view or if the view gets deleted, then the following error message is displayed:
    Error Message Deleted View.png
  • When a view is shared with a group of specific users and then the view permission is updated as Public, then the specific users are removed from the access list. The view is made publicly available to all users.
  • When an admin changes the permission of a view (created by another user) to Public, then the ownership of the view is transferred to the admin.
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