Configure Usage Reports with Horizon Experience

Gainsight has now simplified the workflow for Usage Report configuration with improved labeling, navigation, and guided steps. Formerly known as Usage Sections, the Usage Reports help visualize the usage data for a configuration. The new workflow simplifies the way you build the usage reports and add them to the Dashboard.

Adoption Explorer simplification has been going on in phases. AE has two different user personas, admin who configures the reports/sources and end-user who builds them.. In the previous release, the dashboard was simplified for the end user. In this phase, AE has been enhanced to simplify the Create/Configure Usage Report task to reduce admin’s effort:

Admins now have the guided experience to configure usage reports and data in projects. With better and cleaner layout on the different Usage Report Type, each type now has a clear description that appears upon mouse hover. These describe how each type functions that helps the admins to choose the relevant type from the list. The Configuration and Customization sections are also simplified.

For more information about Usage Reports, refer to the Create Usage Report in a Dashboard article.

Period over Period Comparison and Calculated Fields

Data Designer now supports the following formula fields:

• Period Over Period Comparison: This function helps you to compare data between two defined periods such as usage metrics, or support cases.
• Calculated Fields: This function helps you to perform two types of calculations:
  • Aggregation: Aggregation tasks lets you calculate the Maximum, Minimum, Count distinct, Sum, and/or an Average for a financial metric. For example, you can calculate the average MRR generated by a Company in a year.
  • Comparison: Comparison tasks lets you compare the performance of either two different financial metrics over a specific time period, or performance of a single metric over two different time periods.

For more information on Period Over Period Comparison, refer to the Period Over Period Comparison in Data Designer article.

For more information on Calculated Fields, refer to the Using Calculated Fields in Data Designer article.

Renewal Center Widget in Horizon Dashboard

Admins can now add or remove Churn Forecast, Renewals Due by Health, and Late Renewals widgets to Gainsight Home and Renewal Center Dashboard. Admins can add or remove these widgets from the Horizon Dashboard Builder. Relevant Global Filters can be applied to all the Renewal Center widgets.

Note: The Renewal Center module is available for paid subscribers of the Renewal Center add-on package.

For more information on adding widgets to Dashboard, refer to the Configure Dashboards (Horizon Analytics) article.

 Enhanced Date and Time Filters

Horizon Analytics will now support a variety of new Date and  Date-Time filters to help refine data efficiently while building Reports and Dashboards. These filters will facilitate capturing data within date or time ranges originating in the present and extending upto your specified duration in the past or future.

For more information on applying filters in Dashboards & Reports, refer to the Dashboards Overview (Horizon Analytics) article.

Export Pivot Reports

You can now export reports even when pivot is being applied to a column with a maximum of 53 unique fields. Click the Download Data option to export a report. If a pivot is applied on a column with more than 53 unique fields, you can choose to either export a pivot report with the first 53 fields, or download a flat report to retrieve the raw data.

You can also use the Share Report option to share a pivot Excel report.

Notes:

• You can download a pivot report only if you select the Share now option.
• If a pivot is applied to a report with more than 53 unique records, by default a flat report with raw data is downloaded.

Gainsight Sally for Microsoft Teams

Users can now add the Gainsight Sally bot in Microsoft Teams to access rich Gainsight data through simple conversations.

For more information, refer to the Use Gainsight Sally in MS Teams (End-User) article.

Notes:

• Microsoft Teams must be configured by the Admin in Gainsight to access the Sally bot.
• Only users with a Full Gainsight license can query for all Company and Relationship fields.

For more information, refer to the Configure MS Teams for Sally article.

Add External Attendees from Both Primary Context and Associated Records

While logging an activity, users can now add external attendees from the Company or Relationship  added as the Primary Context and the Company or Relationship added as the Associated Records. Users can type and search for the required attendees in the External Attendees field.

Note: You can add a Company or Relationship as the Primary Context by adding it in the Company/Relationship field.

For more information on how to add external attendees, refer to the Log Activities to Timeline article.

 Organize Surveys into Folder

Users can now create folders in Surveys > Listing page to organize surveys effectively. Gainsight provides a default folder called Uncategorized. Users cannot modify or delete this folder.

To create a new folder on the Survey page:

1. In the Folders section, click the Add New Folder icon.
2. (Optional) In the Add Folder dialog, select the folder under which you want to nest a new folder.
3. In the Folder Name field, provide a name for the folder.
4. Click SAVE.

You can also search, edit, Delete, and move any existing folders/sub-folders from one parent folder to another just by dragging except for the default Uncategorized folder.