How to create a Dashboard in Gainsight

How to create a Dashboard in Gainsight

Gainsight: The #1 Rated Customer Success Platform


Overview:

A well-designed dashboard in Gainsight can provide valuable insights and facilitate informed decision-making. Follow these steps to create an effective dashboard.

How to create a Dashboard in Gainsight

Author: Nithileashwar ShanmugamSteps: 6Source: Supademo

1. Navigate to the Dashboard section.

1 Click here

2. Begin your first Dashboard creation.

2 Click on "Create Your First Dashboard!"

3. Select one of the dashboard themes on the left hand pane.

3 Click on "Adoption"

4. Let's go with all of the options listed under adoption.

4 Click here

5. Click here to create your personalized dashboard.

5 Click on "Create"

6. Establish your new dashboard as the default and you're all set!

6 Click on "Set as Default"

This workflow was created with Supademo.

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker