Staying on top of your book of business is no easy task.

And documenting everything so the entire company knows where your accounts stand can be a chore. That’s one of the reasons we launched Gainsight Grid on top of our signals which allows for spreadsheet like in-line editing experiences on any Gainsight data set.

But where does this functionality shine relative to native functionality of the Gainsight Next Platform such as cockpit?

The easiest way to think about where you can reap productivity gains with Grid is any user experience that requires opening multiple tabs from a Gainsight report to view or update records.

Popular examples include:

  • Success Plans
  • Customer Sentiment (status, health, comments)
  • Upcoming EBR and Renewal playbook information
  • Upcoming or overdue CTAs
  • Company information across your book of business

Let’s take a look at an example use case so you can see the difference.

Maybe it’s the end of the month, and you need to update all your success plans for accounts that are set to renew in the next 90 days.

In Gainsight, you’d have to:

  • Navigate to your ongoing success plans
  • Open each individual record plan details section in a new tab
  • Make the changes for the relevant details and push each one individually


If you have 20 accounts that you have to add or adjust information on an ongoing basis that means going to 20 different pages to make updates…NO THANK YOU.


Updating Information With Troops Grid


With Grid, you can configure a grid on any set of Gainsight information across almost all objects with just the fields you need to manage.




In this instance, I’m looking at all success plans that are due in the next month for my active deals.

With Grid, I can rapidly move through these deals like I would a spreadsheet and as I change information it immediately pushes to Gainsight taking a task from hours down to minutes.




Another benefit of Grid is the ability to update information across related objects from a single view like Success plans and Company information in one place. This is true for Salesforce or any other system we support.

Success plans are just one example, but again this can be applied to any information that needs to be updated and maintained frequently across multiple records.

Bulk Updating & Reminders

Another great feature of Grid is that you can bulk update any field across a set of objects in one click. This is very handy for things like changing statuses, dates, or any field that can be applied to any objects in one fail swoop. 


Here you can see me updating 6 success plan due dates at once. 

As a best practice, we recommend leveraging Grid reminders or attaching these to a Troops signal that drives to a Grid experience on recurring cadences to assist your team in remembering to make these updates.




Driving to a Troops grid via a condition based signal.




How to Leave Your Data Management Woes Behind


If your team is currently struggling with (or just complaining about) keeping information up to date in Gainsight, look no further. A great first step is to survey your users where these challenges exist or do an audit of where your team is falling short.

Grids are easy to get started after a simple Oauth connection and free to try here so getting started has never been easier!


Scott Britton

Written by Scott Britton

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