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Gainsight Inc.

Layout List View and Create New Layouts

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

Not sure what your team is using? Click here.

 

Introduction

This article is the fifth item in a series of Adoption Explorer configuration articles. Gainsight recommends you to refer the initial articles of the series and then start with this article.

This article explains the Layout Listing Page options, Layout Detail View options and how to create a Layout at Company and Person level, using the Usage Data ingested into the Adoption Explorer Objects. For detailed instructions on how to ingest usage data into Adoption Explorer Objects, refer Configure Adoption Explorer Objects.

Notes:

  • The Layouts section in a project, navigated via Adoption Explorer > Administration or Adoption Explorer > Analytics remain same.
  • Admins can also grant access to the specific users to access Adoption Explorer > Analytics page, using Permission Groups. Once the users are granted with the access, these specific users can create and edit layouts in a project.

You can navigate to the Layouts section in a project via below paths:

  • Adoption Explorer > Administration. Hover to the required project and click the Layouts icon.
  • Admins, and specific users who have access to the Analytics page can navigate to Layouts section via: Adoption Explorer > Analytics. Hover to the required project and click the Layouts icon.

This document mainly describes about:

  1. Options in the Layout Listing Page
  2. How to Create a Layout
  3. Options in the Layout Detail View

Layouts

You can get a snapshot of customer usage data and insights like: Company's Total Page Views by Page Title, Who are the Top 10 users of this week, What are the Top 10 Pages viewed, Company's ARR contribution, Which segment does the customer belong to, A side by side graph of a measure from one period to another, etc. in Adoption Explorer Analytics. All these individual insights are called Usage Sections and a logical grouping of such sections is called a Layout.

Layout: is a logical group, which consists of a set of Usage Sections, where you can add various types of Usage Sections for different kinds of usage data. Currently, Adoption Explorer has five types of layouts: Company Layout, Person Layout, Freeform Layout, CSM Layout and Segment Layout.

Usage Section: Usage Sections are the main artifacts of a Layout, which displays the usage data for a given configuration. For example, you can add a usage section for: A Company’s Total Page Views by Page Title, A Person’s Page Views by Page Title, A Company’s ARR Contribution, A Company’s Segmented ARR, etc. For detailed instructions on how to add a new usage section, refer Create Usage Sections in a Layout.

Layout Overview.gif

Types of Layouts

Adoption Explorer has five types of Layouts:

  • Company Layout
  • Person Layout
  • Freeform Layout
  • CSM Layout
  • Segment Layout

Company Layout: You can filter the data based on Company and its Instance (optional) in the given time frame (Using Start and End date).

company layout.gif

Person Layout: You can filter the data based on the Person from the selected Company and Instance (optional) with given time frame (Using Start and End date).

Person Layout.gif

Freeform Layout: This layout displays the records across all of the companies data loaded to the specific project. For instance, you have a Segmented ARR field in Company Usage Info object, and now you may want to know the list of Companies that fall under Low band, and take necessary business actions.

Freeform.gif

CSM Layout: You can filter the data based on selected CSM. The CSM Users are fetched from the Gainsight User Object. The Users you see in the CSM Users dropdown list are fetched from the Gainsight User Object.

CSM Layout.gif

Segment Layout: You can set the filter criteria based on existing Segmented fields in the Company and Person Usage Info objects. For instance, if you want to see the ‘Sum of Unique Page Views’ of Companies with High ARR, you can set the Segmented ARR filter criteria as High.

Segment.gif

Layout Listing Page

To see the existing layouts navigate to Adoption Explorer > Administration/Analytics and select the required project, in which you want to configure a layout.

Notes:

  • In the selected project, make sure that you have already ingested Usage Data into the Adoption Explorer Objects and configured fields as per your business requirement. For detailed instructions on how to ingest usage data into Adoption Explorer Objects, refer Configure Adoption Explorer Objects article.
  • You can create a Layout in both Active and Inactive statuses of the project

To see the existing layouts:

  1. Click the Layouts icon, you will be landed on the Default Layout screen.
    Default Layout: You have an option to set any Layout as default layout, while creating a layout or from the layout listing page. By setting a layout as default, you can directly navigate to the default layout rather than navigating via Layouts listing.
  2. Select Go To Layout Listing from the Layouts dropdown list. You will be landed on the layout listing page, where you will see all the existing layouts in the selected project.

Layout Default List.gif

  1. You can perform the following actions from the Layouts listing page:
    1. Create a new layout.
    2. Delete a Layout
    3. Edit the Layout Name
    4. Filter the logged-in user layouts by clicking Show My Layouts Only.
    5. Filter the Search menu on Global Filter by Gainsight’s Company Object or Company Usage Info Object. Similarly, for Person records you can filter by Gainsight’s Person Object or Person Usage Info Object.
    6. Enter into the Layout (by clicking anywhere on the Layout Name).

Layouts listing_c.gif

Create Layouts

To create a layout:

  1. Navigate to Adoption Explorer > Administration/Analytics.
  2. Hover to the required project, in which you want to configure a layout.
    Note: In the selected project, make sure that you have already ingested Usage Data into the Adoption Explorer Objects and configured fields as per your business requirement. For detailed instructions on how to ingest usage data into Adoption Explorer Objects, refer Configure Adoption Explorer Objects.
  3. Click the Layouts icon, you will be landed on the Default Layout screen.
  4. Select Go To Layout Listing from the Layouts dropdown list. You will be landed on the layout listing page, where you will see all the existing layouts in the selected project.
  5. Click + Layout to create a new one.
  6. Enter the Layout Name of your choice.
  7. Select the required Layout type from the Layout type dropdown list.
  8. Select the Mark as Default Layout checkbox if you want to mark this layout as default.
  9. Click Create to save this layout.

Create Layou.gif

Once a layout is created and saved, you can now add a new usage section or the existing usage section to the layout. For information on how to create a Usage Section, refer Create Usage Section in a Layout.

Layout Detail View

Layout detail view is the page where you can view the configured Usage Sections in the selected Layout, with applied filters. You can drag and drop the usage sections, to rearrange the positions within the layout, based on the requirement.

Currently, layout view has 3 filters for Company Layout and 4 filters for Person Layout:

  • Filters in the Company Layout are:
    • Company
    • Instance (optional or if applicable)
    • Date Range
  • Filters in the Person Layout are:
    • Company
    • Instance (optional or if applicable)
    • Person
    • Date Range

Layout default filter.png

The list of companies/persons you see in the Company/Person dropdown depends on the search menu filters applied from the Layouts Listing Screen. If you have selected the Global Filter Company Name Search via as Company Object, you will see all the records from Gainsight’s Company Object, and if you have selected Company Usage Info Object, you will see all the records from Company Usage Info Object, created from Adoption Explorer. The same settings apply for Person as well. 

Layout Setting.png

You can also avail the below options by clicking the three dots next to Apply button:

  • Save Search: Clicking the Save Search button will save the selected filters and can be used in future as default search filters for that user.
  • Hide/Show Legends: Clicking the Hide/Show Legends button will allow the users to include or exclude the legends on all the usage sections.
  • Hide/Show Weekends: Clicking the Hide/Show Weekends button will allow users to include or exclude the weekends usage information.
  • Export Layout: Clicking the Export Layout button will allow the users to export the complete Layout as a PDF/Image.
  • Themes: Clicking the Themes button will display a set of themes, from which you can select the theme which best suits for the given layout.

Hide total.gif

Toggle Legends: This feature allows the users to include or exclude the legends of that usage section.

Toggle legends.gif

Toggle Weekends: This feature allows the users to include or exclude the weekend usage information to calculate metrics. For instance, if you want to see the calculated metrics for “Total Exits by Date”, and you may want the report to include the weekend data as well, then turn ON the Toggle Weekends button.

toggle.gif

Export to CSV: This feature allows the user to export the individual usage section in the layout as CSV.

Exp csv.gif

Enlarge: Clicking the Enlarge button on the usage section allows users to view that usage section in an enlarged view.

Enlarge.gif

Other Operations

In the Layout Detail view, you can also perform the following operations by clicking + at the bottom right corner of the page:

  1. Edit Layout
  2. Delete Layout
  3. Add New Usage Section
  4. Add Existing Usage Section

Edit Layout

Click the Edit/pencil icon to turn the layout view page into edit mode. In the edit mode, you can perform the following actions:

  • Change the position of the usage sections in the layout by drag and drop
  • Edit a usage section
  • Delete a usage section

To edit/delete a usage section, click the Options icon on the top right corner of the individual usage section. Click to Save the changes, and if you want to cancel the changes, click X.

Edit Layout.gif

Delete Layout

Click the delete icon to delete a layout. Alternatively, you can also delete a layout from the layout listing page.

Delete Layout.gif

Add New Usage Section

Click the Add New Usage Section button to add a new usage section to the layout. For detailed instructions on how to add a new usage section, refer Create Usage Sections in a Layout.

Add Existing Usage Section

To add an existing usage section:

  1. Click the Add Existing Usage Section button, and you will see a list of all the usage sections that are already created in this project.
  2. Select the usage section you wish to add to the layout. You also have an option to select multiple usage sections at a time.
  3. Click ADD.
    Note: You can reuse the existing Usage Section directly by selecting and adding it to the Layout (or) you can also reuse the existing Usage Section, modify it and save it by assigning a different name.
  4. Click to Save the changes, and if you want to cancel the changes, click X.

Add Existing Usage Section.gif

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