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.
2. Begin your first Dashboard creation.
3. Select one of the dashboard themes on the left hand pane.
4. Let's go with all of the options listed under adoption.
5. Click here to create your personalized dashboard.
6. Establish your new dashboard as the default and you're all set!
This workflow was created with Supademo.
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Frequently Asked Questions about how to create a dashboard in gainsight
Commonly asked questions about this topic.
What elements should I include in a well-designed Gainsight dashboard?
A strong dashboard includes clear labels, defined owners, status indicators, and relevant dates or milestones. Avoid including information that belongs elsewhere — keep each element focused on its core purpose. The right level of detail depends on your audience: executives need summaries while team leads need actionable specifics. Learn more about Supademo's features.
VRIFY saved over $100k by switching to interactive demos for enablement. RB2B eliminated 60+ hours of sales calls in just 30 days using interactive demos.
Which Gainsight features are most useful for building dashboards?
Gainsight provides built-in dashboard capabilities including customizable templates, real-time collaboration, and integration with other productivity tools. The exact feature set depends on your plan tier — free plans typically cover basics while paid plans unlock automation, advanced views, and admin controls. Evaluate which features align with your team's actual workflow before committing.
DBmaestro achieved 80% faster demo delivery after adopting interactive demos.
The average time from recording to publishing a record interactive product demos is just 3.5 minutes.
How do I manage user access and sharing settings for dashboards in Gainsight?
Most platforms offer role-based permissions that control who can view, edit, or admin your dashboard. Gainsight typically supports workspace-level, project-level, and item-level permissions. Review your sharing) settings before collaborating with external stakeholders — default permissions may expose more data than intended.
Supademo supports AI voiceover in 15+ languages for global teams.
How can I save and reuse dashboard templates in Gainsight for my team?
Capture the end-to-end process with annotated screenshots or clickable walkthroughs — written-only SOPs often go unread. Tools like Supademo let you record the exact steps in Gainsight, creating a living reference that stays current with UI changes. Store documentation where your team already works, not in a separate wiki they'll forget to check.
This is backed by data — the State of guided HTML demo builders 2026 report found 54% of top-completing demos use AI voiceover.
What integrations does Gainsight support for creating a Dashboard?
Gainsight typically integrates with popular tools like Slack, Google Workspace, Microsoft 365, and Zapier for cross-platform automation. These integrations help connect creating a Dashboard workflows with your existing tech stack. Check Gainsight's integration marketplace for specific connectors relevant to your use case.
beehiiv saw 50% better conversion rates after implementing interactive product demos.
How can I present a Gainsight dashboard to users unfamiliar with the platform?
For stakeholders without Gainsight access, create a shareable walkthrough that shows the key views and data points without requiring a login. Interactive demo tools let you capture your Gainsight workspace and share it as a clickable link — viewers see the real interface without needing an account. This works well for executive reviews, client presentations, and cross-team alignment.
In practice, 81% of Supademo users rate onboarding impact as high or very high.
What options exist for exporting or distributing dashboards beyond Gainsight?
Most platforms support exporting to CSV, PDF, or through API access for custom integrations. When sharing externally, consider whether the recipient needs a live view or a static snapshot — live links require account access while exports may go stale. For recurring reports, set up automated exports or scheduled summaries.
RB2B eliminated 60+ hours of sales calls in just 30 days using Arcade alternatives for 2026s. 54% of top-completing demos use AI voiceover to improve the guided experience.
Nithil Shanmugam
Nithil is a startup-obsessed operator focused on growth, sales and marketing. He's passionate about wearing different hats across startups to deliver real value.
