Cockpit
360
Timeline
Scorecards
Success Plans
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
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 or identify how scores are set?
Scorecard descriptions contain details about the triggers and threshholds for each measure. Descriptions can be found by hovering the measure or clicking and finding the description section.
200
What is the name of the Dashboard that provides insight on your book of business?
Portfolio Overview
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 many places can Timeline be found? Name them.
Global Timeline
360 Timeline
CTA Timeline
Success Plan Timeline
Scorecard Timeline Activity
300
Which scorecard measure is "Manual"?
CSM Sentiment
300
What is the purpose of the filters at the top of the dashboard?
Global filters allow you to filter all (or most) of the reports on the dashboard. You can identify which reports are impacted by hovering the filter.
400
Where does a CTA that begins with "To Do" originate?
A Timeline Task
400
Who is your favorite Gainsight trainer?
Lisa Mirth!
400
Which contact fields do you need to update because they impact healthscore?
Customer Success Role
Advocate Type
400
What is the hierarchy of components in a Success Plan?
The Success Plan hierarchy is:
Success Plans > CTA > Playbook > Tasks
BONUS: Goals are Associated to the Success Plan and when a CTA is successfully closed, a Verified Outcome Milestone is automated.
400
What Dashboards are visible in the upper left dropdown?
Only the Dashboards that you have permissions to view. In Production, you will have permissions to more dashboards including the Portfolio Overview.
500
What is the Cockpit or CTA hierarchy?
Cockpit > CTA > Playbook > Tasks
500
What are the steps needed when a custom goal is identified?
1. Manually create a Customer Goal in 360
2. Associate the custom goal with ROI Plan
3. Create a CTA on the ROI Plan that aligns with the custom goal objective.
500
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)
600
What are the CTA Types used in Success Plans?
Value Drivers or Customer Objectives
600
What is the Change Visualization icon and where is it found?
Change Visualization is an icon only on graphical reports and allows you to change the graph type.