Version 4.6 release of Gainsight includes:
- A new and improved Usage Configuration section under Administration
- Added search functionality while creating UI Views
Updated Usage Configuration
Gainsight Version 4.6 introduces a new and improved Usage Configuration section under Administration. To navigate to the new Usage Configuration, click on Administration and then Usage Configuration.
The new Usage Configuration includes the following enhancements:
- New and improved design
- More streamlined process to adding new adoption measures
- Ability to aggregate historical data with one click
- Ability to schedule the aggregation process for future data loads
The Usage Configuration page includes three sections:
- The Usage Configuration section shows Data Granularity, Time Granularity and additional settings
- The Measures section shows a list of all the measures as well as the the field they are mapped to. It also shows additional measure attributes
- The Unmapped Columns section shows a list of fields from the Usage Data object that are not mapped to any measures.
Usage Configuration Section
Possible values are:
- Account Level
- Instance Level (including the option to enable Account Level aggregation)
- User Level (Account Level aggregation is implied)
Possible values are:
- Weekly (Including additional configuration options to define the weekly value)
-One of the adoption measures can be set as a Usage Indicator. This is compared with the Users count on Customer Info object to determine the utilization percentage.
Show Licensed Users In
-Select the corresponding checkbox if the Licenses Users tracked from LRM should be shown in the Usage Trend Graphs and/or the Overview Grid.
Adoption Data Loaded Up To
-After adoption data is loaded, a custom setting in Gainsight is updated that stores the max date for which adoption data is loaded. This field shows the value from the custom setting. This is date is also used as the default date while loading adoption graph and views.
The edit button seen at the bottom of the above image allows you to change any of the attributes.
-This section shows a list of all the measures and their attributes in a tabular interface. It also shows all the values except for the column mapping and aggregation type. Those values are editable inline.
-You are able to add new measures, edit existing measures, map columns, set aggregation, and run aggregation from this section.
Note : The ‘'Aggregation Type' and 'Aggregation On' columns in the table will not be visible for Account Level Data
To add a measure:
-Click on the Add Measures icon. In the pop-up window you can enter the measure to be added. To add multiple measures, enter each measure in a new line.
Include in Adoption: Allows measures to be used in Engagement. This is selected by default
Include in Usage Tracker: Allows measures to be used in Usage Tracker
Create Fields and Mapping: Selected by default
After all the measure names are input, click the Process button.
After you click the Process button, a table with Group, Name, System Name, Short Name, Column Name, Color, Adoption, Usage Tracker, Aggregation Type, Status and Action columns is generated.
Name, System Name, Column, Aggregation Type and Aggregation On are automatically populated.
The values in all columns besides Aggregation Type and Aggregation On are editable inline.
Once any changes have been made, use the '+' from the action column to add one by one. Alternatively you can click 'Add All' for the system to start adding the measures for you.
Note: The page should not be closed until all measures are created. If you close the pop up then the measures will not be created. A warning message will be displayed before the pop-up is closed.
If there is a failure when creating a measure, the status column will show an "X". An error message will be displayed if you hover your mouse over the X. Once all the measures are created successfully, they can be viewed and edited from the Measures section grid.
Column mapping is automatically done if the "Create Field and Mapping" option is selected when creating measures. Column mapping can be edited anytime by clicking on the Map Columns icon.
If the "Create Field and Mapping" option is selected while creating a measure, then a default aggregation of sum will be added on the same field. This can be edited by clicking the Set Aggregation icon.
The Run Aggregation icon gives you the option to run aggregation for historical data, set the aggregation schedule or to run aggregation for a single period.
The Clear Log(s) icon gives you the ability to clear all aggregation logs from the screen.
The Schedule Aggregation icon will open a pop-up window to schedule aggregation for a weekly or monthly period. Aggregation can be set to run every day or on specific days each week or month. You are also able to determine the start time.
This section of Usage Configuration shows a list of all the numeric fields on the Usage Data object that are not mapped to any measure.
Added Search Functionality
All of the available tab names are sorted by ascending order when creating a new UI View. Search functionality is also added in Filters, Report Parameters and Available Fields.