Cockpit
360
Timeline
Success Plans
Dashboards/Home
100
What does a Due Date in red mean?
The CTA or Task is overdue.
100
What are the ways you can open a 360 view?
Use the search box at the top of any Gainsight window or click on the name in blue.
100
What are some Timeline Activity Types?
Meeting, Call, Email, Update, etc.
100
Where can you find the Key Success Criteria for a Success Plan?
In the Plan Info tab
100
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)
200
What are a set of best practice tasks designed to drive action on a CTA?
A Playbook.
200
Where do you find customer contacts?
On the People tab of the 360.
200
What feature in Timeline let's you easily add a quick CTA in Cockpit?
Add Task
200
The Gantt chart simplifies changing what on CTAs and Tasks?
Start and Due dates
200
Clicking a customer name with blue text does what?
Opens the 360 view
300
When you begin working on a CTA, what should you do first to indicate you've started?
Update the status to Work In Progress
300
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.
300
What do we call the feature that sends an email summary of the timeline activity to another user?
At mention (@mention)
300
Who is your favorite Gainsight trainer?
Lisa Mirth!
300
Where can you see key metrics, CTAs, Timeline entries for your portfolio in one place?
Gainsight Home
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
How many places can Timeline be found? Name them.
Global Timeline
360 Timeline
CTA Timeline
Success Plan Timeline
Scorecard Timeline Activity
400
What does the template feature do?
Templates have pre-built CTAs and Playbooks that can be applied to a Success Plan.
400
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.