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Gainsight Inc.

Gainsight Home FAQs (BETA)

Note - BETA Article

Please note that this is a BETA document. You might notice changes in the final version of this document.

If you have any feedback, feel free to share with us at docs@gainsight.com.

 

This FAQ article aims to comprehensively answer questions about the redesigned Gainsight Home.

How to use the new Gainsight Home experience? 

To know more about the new Gainsight Home experience, refer to the Change Document for Gainsight Home article.

When will everyone be migrated to the new Gainsight Home? 

Migration will occur with the January 2025 release.

Is there any limitation with the new Gainsight Home design? 

Yes, Gainsight recommends including no more than four KPIs per tile for the best visual experience.

Will the new Gainsight Home design automatically apply to existing home pages, or only to new pages published going forward? 

The new Gainsight Home design will only apply to new Home pages published going forward. Existing Gainsight Home pages will not be automatically updated with new design.

Note: The new experience applies only to newly created layouts. To use the new design, existing layouts must be migrated.

Can the existing custom Gainsight Home layouts be automatically moved to the new Home?

Layouts can be migrated to the new Gainsight Home experience under the following conditions:

  • The recommended CSM GS Home layout is migrated by default for all users.
  • Admins can migrate layouts individually either from the Admin configuration page or the Personalized Home page.
  • To migrate all layouts at once before January 2025, admins can contact Gainsight Support for assistance.
  • Any remaining layouts with the old design will be automatically migrated to the new experience after January 2025.

For more information on migration, refer to the Migration Plan for Admins and CSMs section in the Change Document for Gainsight Home article.

If users switch to the new experience, can they switch back to the old experience?

No, once a layout is migrated to the new experience, it cannot be reverted to the old one. The old experience will only be available for layouts that have not been migrated..

Will the new GS Home enhancements keep the current layouts of the CSMs?

Yes. The enhancements will retain the current layouts of the CSMs.

Can admins lock global filters in the new Gainsight Home to restrict CSMs to viewing only their accounts?

No, admins cannot lock global filters in the new Gainsight Home to restrict CSMs to viewing only their accounts.

Will the global filters work more like Dashboard filters, giving admins more flexibility in how they apply to reports?

No, the global filters will not work like Dashboard filters, and admins will not have additional flexibility in applying them to reports.

Can reports that use Data Designs be added in the new Gainsight Home design? 

Yes, you can add reports created with Data Design objects to Gainsight Home in the new design. However, global filters cannot be applied to these reports in Gainsight Home, and this limitation remains unchanged in the new design.