Introduction
As a company, you have plenty of customer data available, but the meaningful insights on these may be hard to find. You may have many teams that touch a customer, but no means to coordinate their actions.
Gainsight accumulates and turns disparate customer data from multiple sources into a single source of truth. Review the Customer data-driven insights and deploy actions that drive business outcomes for your clients.
Gainsight Reports and Dashboards are the reporting tools that power your business intelligence. They comprise several features that allow you to make the most of your data to generate business insights for your organization.
The benefits of using Reports and Dashboards include:
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Usability - take advantage of the easy-to-use interface to build reports and dashboards with visually appealing charts and graphs.
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Customization - leverage a wide range of options in data source, report visualizations, dashboard layouts, and other settings.
- Integration - report on data from Salesforce and Gainsight, build dashboards leveraging these reports.
IMPORTANT: Once the Reporting is Generally Available for all customers, you can integrate these reports and dashboards with other features in Gainsight, such as C/R360, Email Assist, etc.
Dashboards page is the primary location for all end users to view dashboards. From here, you can see all of the available dashboards that you have access to.
Use Dashboards page to:
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View all available dashboards.
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Adjust global dashboard filters to slice and dice the data for multiple reports in a dashboard in one go.
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Email dashboards to Gainsight users as live links or as PowerPoint presentations.
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Adjust the filters and visualizations types of individual reports.
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Export individual reports as images or Excel.
