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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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