This article explains about 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. For more information about how end users can use dashboards, refer to the Gainsight Home (Dashboards) Overview article.
Create Home Page Dashboard
Perform the following steps to create a home page Dashboard.
- To create a new Dashboard, click Administration > Analytics > Dashboard Builder.
- Click + DASHBOARD at the top right.
Select a folder under which to save your dashboard (or click + under FOLDERS to create a New Folder).
Enter your dashboard name.
Enter the description (optional).
Click CREATE to save the dashboard.
- (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.
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, 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.
With the latest version, Admins can restrict a user/group of users from accessing a single or set of dashboards using the Dashboard Permissions. Admins can also provide limited access to the Report Builder and control the privacy of all new assets being created. The Dashboard Permissions is defined in such a way that end users must have the required permission to access data from Dashboards. For more information, refer Dashboard Permissions.
Note:Dashboard Permissions are not enabled in your orgs automatically. Support will reach out to discuss on the enablement of the new permissions. You can expect to hear from Gainsight Support in the weeks following the release to confirm enablement and access to the new feature. Until the new Dashboard Permissions is rolled out, the existing permissions will still be valid and remains dependent on Salesforce.
In the older version, every Gainsight user can view all of the dashboards on Gainsight Home by default. However, Admins may enable/disable user’s access to individual dashboards using the Dashboard Permissions. For more information about Dashboard Permissions (older version), click Dashboard Permissions (Older Version).
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. You can add a maximum of 20 containers (ie. reports)
Note: When building dashboards, we recommend browsers not be zoomed in or out as this can cause display issues.
Add, Resize, Reposition, and Delete Containers
- To add a container, click the Add Container icon in the top right corner. Up to 20 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.
Note: When you create a dashboard and make modifications to the associated reports, the changes may not be reflected even after you refresh the page or logout and login back. This is due to User State Preservation, to resolve this, remove and re-add the container and its report, and re-save the dashboard.
For more information on how User State Preservation works with Dashboards, click here.
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.
Global Filters for Dashboard
Admins can set up global dashboard filters for use on the Gainsight tab. In order to setup a dashboard level filter, every report in a dashboard must be built in Report Builder. These filters can be applied to one or more reports on a dashboard. The reports can be built on different objects, and the objects can originate from the same or different sources like SFDC and MDA. This functionality reduces the number of filters required on each report on a dashboard, which in-turn reduces the number of dashboards required for each team, member, or reason.For more information about Global Filters, see the Global Filter for Dashboards article.
Updating Report 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 have multiple users have their own state of the filter.
Currently, the only way to update the individual 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.
Organize Dashboards into Folders
Dashboards can be organized into folders on the Dashboard Builder page. By default, folders are sorted alphabetically at each level and existing dashboards are stored in the Uncategorized folder. To organize dashboards into folders, perform the following steps:
- Navigate to Administration > Analytics > Dashboard Builder.
- Click the + icon on the left menu. The Add Folder pane is displayed.
- Select the folder structure where you want the new folder to be added.
Note: All new folders will reside inside Home, which is the root folder.
- Enter a name in the Folder Name field.
- Click ADD. The required folder is added.
- To edit the name of a folder, click the edit icon after selecting the folder.
- To delete a folder, click the delete icon after selecting the folder.
Note: If the folder contains a subfolder or dashboard inside it, the system displays a message specifying that the folder cannot be deleted.
You can perform the following actions once the folders are created:
- Move a dashboard into a folder (drag and drop, or use the MOVE TO menu).
- Drag and drop a folder into another folder.
- Mark individual dashboards as Favorites at the user level.
- Create a dashboard and add it to a specific folder.
Note: All Dashboards displays the total number of dashboards available under different folders, and My Dashboards displays the dashboards that you have created.
- You cannot create sub-folders (nested folders) at third level. Only two levels of subfolders are allowed under Home.
- You can move only the dashboards for which you have the access or you are the admin. If you do not have the permission, the checkbox, MOVE TO field, Delete icon, and the permission icon will be disabled. You may mark them as favorite by clicking .
Note: Only 50 dashboards at a time may be moved from one folder to another
You can also search for existing dashboards by typing in the search pane.
You can search for dashboards by Dashboard Name, Created By and Last Modified By.
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.