Sally Access is Removed for Inactive and Internal Collaborator License Type Users

Inactive and Internal Collaborator license type users cannot access Gainsight Sally since they do not have any associated license type. Only the users with Full and Viewer licenses can access Sally. 

Admins can check the user's license type and Sally access status on the Administration > User Management page. For more information on how to check the Sally access status for users, refer to the Gainsight User Management article.

Automated Scorecard to be Deleted if Older Than 8 Weeks 

Gainsight will be deleting automated scorecard activities that do not have any comments and are older than eight weeks. All manually created activities and automated activities with manual comments are retained.

Usage Section Enhancements 

The following enhancements have been implemented in the Usage Section: 

Enhancement	Description
Sort Usage Data Using Multiple Fields	Admins and users can now add multiple fields to sort the analytics data for the Usage Section in a layout. Prior to this release, AE allowed adding only one field in the Order By section.
Date Functions in Filters	Admins and users can now apply Date Functions in filter rules for the Usage Section in a layout. Date functions help in viewing analytics for a specific time period such as Current Month, Current Quarter, Current Year, etc. For example, a user wants to create a report to check usage data for the past two quarters for customers whose renewal is due in next quarter.
Retain Drill-down Report Settings	The Adoption Explorer now retains all custom drill-down report settings regardless of the changes made to the parent usage report. However, the custom drill-down report resets when the common fields between parent and custom drill-down reports are changed.
Improved Tabular Report Viewing Experience	CSMs can sort the analytics data based on the data type in ascending or descending order.  You can also customize the column widths within the table which enhances the viewing experience when you have multiple columns in the table.
Improved Chart Selection Experience	In the Enlarge view, CSMs can now select the required chart type from the available list. The Chart icon is now introduced on the Usage Report view for users to select the required chart type. Prior to this release, the chart icon was available in the Settings option.
Date Format Support Extended to All Charts	The Adoption Explorer Usage Section now supports multiple date formats in all trend charts. Prior to this release, the date formats were supported only in Line trend charts. Admins and Users can select from the following date formats: MMM Day, DD/MM/YYYY and MMM YY.

Simplified Company Intelligence Configuration

Company Intelligence Admin configuration page is now redesigned inline with Gainsight Horizon experience. As part of this enhancement, the following changes are implemented:

• The configuration steps are now grouped under four sections - Details, Companies, Signals, and Notifications. Details and Signals sections are the same as earlier.
• The Companies section now includes the Company URL (optional) field. Admins can view the Filters applied on the list of companies and also can add the columns they want to view.
• Admins can now enable in-app, Slack, and Email notifications from the Notifications section so that CSMs are notified about the Company Intelligence posts for the selected companies.
• Companies that the admin selects to track are mapped with the companies from the database and grouped into the following categories based on the status:
  • Selected Companies: Lists the companies that are selected to be tracked. 
  • Mapped Companies: Lists the companies with the exact match. Users will receive Company Intelligence posts for all the companies that are in this group.
  • Mapping in-progress: Lists the companies for which the mapping process is yet to be completed. Users will not receive Company Intelligence posts until the mapping is complete.
  • Multiple Mappings Found: Lists the companies that have more than one matching company. Admin can either confirm the correct company from the drop-down or report the incorrect match. Users will not receive Company Intelligence posts for these companies until the admin takes the action. 
  • Companies not Found: Lists the companies that do not match. Admin can retry mapping the company by providing a valid URL.

For more information on these enhancements, refer to the Configure Company Intelligence article. 

Enhanced CX Center Widgets and Drill Down Experience

The CX Center is now enhanced with new functionalities for widgets and the drill-down experience. Users can now view and filter the CSAT metrics on the home page along with the current NPS®, and Sentiment metrics.

The following are the enhancements made for the Trend, Companies, and People widgets; as well as for Filters:

Trend Widget

• Displays the Sentiment, NPS®, CSAT scores, and number of comments by a Company Person user role for a selected period of time. 

• Displays the historical data of the selected metric and user roles.

• Allows you to select the specific required role on the chart for better analysis.

• Displays the Survey questions and responses in a detailed drill-down view.

• Displays the distribution of Negative, Neutral/Mixed, and Positive comments while hovering on any data point.

Companies Widget

• Displays the Revenue information along with the currency code of the respective company.

• Displays the Sentiment, NPS®, and CSAT metrics of the company, based on the filtered criteria.

• Navigates to the respective C360 page, when the user clicks on the company name.

• Allows adding filters in each column of the widget.

• Displays the Timeline comments,Survey questions and responses in a detailed drill-down view of that specific company.

People Widget

• Displays the list of Company Persons along with their Role, Email, Company Name, historical Sentiment score, and their latest responded score to the CSAT and/or NPS® surveys.

• Allows adding filters in each column of the widget.

• Navigates to the respective C360 page, when the user clicks on the company name of the company person.

• Displays the Survey questions and responses in a detailed drill-down view.

Filters

• Displays three default filters (Sources, Time Frame, and Metrics) and allows users to  select the required value for these filters.

Filter	Values
Sources	Surveys and/or Timeline
Time Frame	Custom date range or Pre-built time frames (Current Month, Current Fiscal Year, etc.)
Metrics	Sentiment, CSAT and/or NPS (True/Average)

• Allows adding multiple filters based on the Company and/or Company Person object.

• Allows applying advance logic between the default and additional filters (AND or OR).

Example Business Use Cases: 

• A CX user on the Trend widget wants to analyze metrics over a period of time and drill down into the metrics data for deeper analysis. 

• A CX user on the Companies widget wants to analyze all the metrics of a specific company along with its Revenue.

For more information on CX Center Widgets, refer to the CX Center Home article.

Number Functions in Formula Fields 

Gainsight now introduces Number Functions in the Formula Fields of Data Designer. The Number Functions allow admins to perform powerful calculations while applying transformation on a dataset. Following Number Functions are available:

• Abs

• Ceiling

• Exp

• Floor

• Ln

• Log

• Sqrt

Example Business Use Case: When there are companies with low ARR (<10k) and high ARR (> 1M) in the same chart, admins can now create a report leveraging the logarithmic function to view those companies better in the same chart.

For more information on how to use the Number Functions in Formula Fields, refer to the Formula Fields article.

Field to Field comparison in Case

Data Designer now allows admins to perform field to field comparison in the Case statement to categorize the data based on a specific set of requirements. Prior to this release, admins were allowed to perform only the field to value comparison.

For more information on how to perform a field to field Comparison in Case Fields, refer to the Case Fields article.

Modifications in Cloning of Programs

Gainsight now introduces a new icon to indicate the In-progress status of program cloning on the Program List View page. The application does not allow editing of the cloned program until the cloning is completed, and you can view the cloning programs on the Draft tab.

Notify CSM on Change in Sponsor‘s LinkedIn Account Status

Gainsight now notifies CSMs when the LinkedIn profile of the sponsor (contact) being tracked is no longer available, changed to private mode, or inactive/closed. You can delete the sponsor from the Sponsor Tracking page. 

If you find the new LinkedIn URL of the sponsor that you deleted, you must add the profile as a new sponsor from the C360 page. For more information on how to track a sponsor, refer to the Track Contacts section in the How to Use Sponsor Tracking article. 

Track Opportunity Field Changes

Renewal Center now supports weekly forecast reviews by showing changes to the opportunity fields in the Forecast tab. CSM’s can now view updates to the opportunity in the Forecast tab along with the changes highlighted.

With this feature, you can:

• Track weekly changes for up to 20 fields including custom fields

• Highlight opportunity changes during the past week

• View the details of the change such as Old Value, New Value, Updated User, and Updated Time while hovering over the highlighted field.

Admin can configure the fields that need to be tracked by navigating to Administration > Renewal Center > Forecast Section > Field Tracking.

Note: Field Tracking is enabled by default.

Display Gainsight Suggestions in Announcement Icon

Admins can now view the Gainsight suggestions by hovering over the Announcement (Tooltip) icon in the Setup Rule screen. These suggestions act as a reminder or guidance to configure accurate and efficient rules.

Improved Sally Querying Experience

Gainsight Sally now provides a drop-down option listing all the Companies/Relationships if no match is found for their query. This improves Sally's querying experience. Users can search for the correct match for the Company/Relationship they are looking for from this drop-down option.  

If a user had searched for Company/Relationship along with any intent, then after selecting the correct match, the result for that Company/Relationship is displayed for that particular intent. In case no intent is provided, the summary of that particular match is displayed.

New Solutions in Sightline Vault

The following three new solutions are now available in Sightline Vault:

• Reference Management:

  • Category: Sales & Advocacy

  • Description: Reference Management contains a five-step process that empowers a “Reference Manager” on your team to connect the right prospect with the right customer, and track the impact of the connection between them.

• Success Plan (ROI):

  • Category: Success Plans

  • Description: Use ROI Success Plans to proactively capture, monitor, and drive customers toward their desired outcomes.

• Risk Escalation:

  • Category: Customer Success Plays

  • Description: Risk escalation enables you to establish a culture and habit of identifying and escalating risks so that you are empowered to mitigate risks before they lead to churn or downsell.

For more information on available solutions, refer to Solutions in Sightline Vault.

 New Operators for Timeline Activity Filter Fields

Advanced Filters for Timeline Activities now contain more operators for filter configuration. This enhancement gives users flexibility when filtering data and creating reports. It also makes timeline filters consistent with the filters in other product areas, such as Report Builder and Rules Engine. For more information on configuring timeline filters, refer to Activity Options

Gainsight Introduces Two New License Types

Gainsight introduces two new license types to simplify managing users and provide more understanding on the user roles based on the assigned license in Gainsight. The following are the two new license types:

• Internal Collaborator: Admins can assign this license type, from the User Management page, to employees who do not use the product directly but collaborate with other teams within the organization. For example, you can add the Sales, Services, and Marketing teammates as Internal Collaborators.

• External: Gainsight creates a user with External license type when a C/R 360 or a Success Plan is shared with a Person/Contact record. 

Note: Admins cannot assign this license to any user from the User Management page.

Notes: 

• Internal Collaborator and External license type users do not have login access to Gainsight.

• ‘Unlicensed' license type will no longer be available in Gainsight. Admins must remove "Unlicensed" as criteria in filters or views across the Gainsight application.

• All Unlicensed active users from the current customers with system type as 'Internal' will be assigned with the Internal Collaborator license.

• All Unlicensed active users with ‘External’ System type in Gainsight will be assigned an External license.

• Inactive users will not have any licenses in Gainsight which means their License Type field will be blank in User Management.

• While importing users from Salesforce, users' status (active/inactive) will be honored.

• Gainsight users' (who are added from Salesforce) license type will be updated based on the permission sets assigned to them in Salesforce. Admins can now sync users’ licenses just by clicking Sync License in the User Management page.

For more information about the new Gainsight license types, refer to the User License Management article.

Enhancements in Gainsight User Management 

Gainsight has made the following enhancements in the User Management page for the admin to effectively manage users:

• View the total number of users for each license type, just by clicking the Stats button.

• Filter the users based on their license types, status, system type etc, by clicking the  Filter icon.

• Add more columns (fields) from the user object in the user list by clicking + icon.

For more information on these enhancements, refer to the Gainsight User Management article.

Enhanced Gainsight-Tableau Integration

Gainsight integration with Tableau is now enhanced with the following performance improvements:

• Data process time limit allowed for each object is increased from 30 minutes to 120 minutes.

• Displays a message to the user to create a smaller object in Data Designer to fetch the data into Tableau, if the data process request does not complete in 120 minutes.

• Instantly processes the requests from any object that has 5000 or fewer records.

• Displays a progress bar intermittently when a user navigates from Data Source page to Workbook in Tableau. This progress update is applicable only when the data transfer process takes significant time.

• Stores the fetched data of the last 24 hours in the Tableau instance. This helps reduce the data load time if there is another request to fetch the data from the same tenant and same object in the last 24 hours.
  For example, if the data import from Gainsight to Tableau takes two hours for a user. When this user logs out and logs in, and requests the same data within 24 hours, the data loads instantly.

• Redirects users to the Tableau login page when the session times out.