Cockpit
360
Timeline
Scorecards
Dashboards/Home
100
What does a Due Date in red mean?
The CTA or Task is overdue.
100
How do you find a C360 or R360?
Use the search box at the top of any Gainsight window or click on the name in blue.
100
What feature in Timeline let's you easily add a quick CTA in Cockpit?
Add Task(s)
100
What do the percentages on each scorecard measure indicate?
The percentage indicates the weighting applied to the measure when calculating the overall or group score.
100
Clicking a customer or relationship name with blue text does what?
Opens the Customer or Relationship 360
200
What is a Playbook?
A set of best practice tasks designed to drive action on a CTA.
200
Where do you find the Engagement Frequency field that you set based on engagement committment to the customer?
R360 - Attributes tab (top right)
200
What do we call the feature that sends an email summary of the timeline activity to another user?
At mention (@mention)
200
How can you learn more about what triggers set scorecard values including the threshholds for red/yellow/green?
Join Josh for Gainsight Office Hours! :D
200
What is the name of the Dashboard that provides insight on your book of business?
O&PS Dashboard
300
When you begin working on a CTA, what should you do to indicate you've started?
Update the status to Work In Progress
300
How do you add a contact to the R360?
Click Add Person, search their email, when the contact is found, click Associate.
300
How many places can Timeline be found? Name them.
Global Timeline
360 Timeline
CTA Timeline
Success Plan Timeline
Scorecard Timeline Activity
300
What happens to the weight of a measure that has no score?
That weight is redistributed to measures with a score.
300
What is the purpose of the filters at the top of the dashboard?
Global filters allow you to filter all of the reports on the dashboard.
400
What is the Cockpit or CTA hierarchy?
Cockpit > CTA > Playbook > Tasks
400
What field should be updated for key contacts and will be used to set the Scorecard for Key Contacts Identified?
The Customer Success Role field on the contact record in the Person tab of R360.
400
What does the Add Task button in Timeline do?
Creates a CTA in Cockpit that is prefixed with "ToDo".
400
Who is your favorite Gainsight trainer?
Lisa Mirth!
400
What does this message mean: "Do you want Gainsight to remember the modifications you made to the dashboard?"
BONUS: How can you "undo" all changes?
Clicking Dismiss will not save any dashboard changes once the window is closed. Clicking Save will save changes in following sessions.
BONUS: Use "Reset" in the upper right corner (3 dots)