Cockpit
360
Timeline
Dashboards/Home
100
What does a Due Date in red mean?
The CTA or Task is overdue.
100
How do you navigate to a 360 view?
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
Clicking a customer or relationship name with blue text does what?
Opens the Customer or Relationship 360
200
What do we call a set of best practice tasks designed to drive action on a CTA?
A Playbook
200
How do you know which 360 level you are viewing?
Upper left corner shows C or R 360 along with the Customer or Relationship name.
200
What do we call the feature that sends an email summary of the timeline activity to another user?
At mention (@mention)
200
What is the purpose of the filters at the top of the dashboard?
Global filter applies a filter to all the reports on the 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
Where can I find Customer Contacts?
On the C360 > People tab (R360 > People)
300
Who is your favorite Gainsight trainer?
Lisa Mirth!
300
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)
400
Where does a CTA that begins with "To Do" originate?
A Timeline Task
400
Where can Customer Health be found?
On the R360 > Scorecard tab
400
Where do Milestones show up?
BONUS: What are some examples of Milestones?
Milestones display on the 360 Summary - Customer Journey.
BONUS: Automated Milestones - Contract Start Date, Onboarding Complete, Go Live, Opportunity Won, Business Review
Manual Milestones - Confirmed Reference, Event Attendance, Relationship Assessment
400
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.