How to Export Historical Customer Health in Gainsight

Are you struggling to track and analyze your customers’ health in Gainsight? Look no further, as we have the solution for you. In this article, we will show you how to efficiently export historical customer health data, providing you with valuable insights to improve your overall customer success strategy. Say goodbye to manual data gathering and hello to streamlined analysis!

What Is Gainsight?

What Is Gainsight?

Gainsight is a customer success platform that assists businesses in retaining customers and driving company growth. It offers insights, analytics, and automation tools to proactively manage customer health and improve the overall customer experience. With Gainsight, businesses can monitor customer data, anticipate customer behavior, and take necessary steps to ensure customer satisfaction and loyalty.

Why Is It Important to Export Historical Customer Health in Gainsight?

Exporting historical customer health data in Gainsight is imperative for tracking trends, identifying patterns, and making informed decisions. It allows for a better understanding of past performance, aids in forecasting, and supports proactive strategies for client success and retention.

How to Export Historical Customer Health in Gainsight

In order to effectively track and analyze the historical health of your customers in Gainsight, it’s important to know how to export this data. In this section, we’ll walk you through the step-by-step process of exporting historical customer health in Gainsight. From navigating to the customer 360 page to selecting the export type and date range, we’ll cover everything you need to know to successfully export this valuable information. Let’s dive in and learn how to export historical customer health in Gainsight.

Step 1: Navigate to the Customer 360 Page

To access the Customer 360 page, follow these steps:

1. Log in to your Gainsight account.
2. From the main dashboard, select the ‘Customers’ tab.
3. Choose the specific customer whose data you want to view.
4. Click on the Customer 360 option to see comprehensive details.

Sarah, a Gainsight user, needed to analyze a customer’s historical health data. By following the steps to navigate to the Customer 360 page, she was able to quickly access the necessary information, allowing her to make well-informed decisions and provide excellent service.

Step 2: Select the Customer Health Tab

1. Navigate to the Customer 360 Page
2. Select the Customer Health Tab
3. Click on the Export Button
4. Choose the Export Type and Date Range
5. Click on Export

Fact: Exporting historical customer health data allows businesses to track customer trends and make informed decisions.

Step 3: Click on the Export Button

1. Log in to Gainsight and navigate to the Customer 360 page.
2. Select the Customer Health tab from the options available.
3. In the Customer Health section, locate and click on the Export button.
4. Once the Export button is clicked, a window will appear where you can choose the export type and date range.
5. After selecting the export type and date range, click on the Export button to initiate the export process.

Step 4: Choose the Export Type and Date Range

• Select the ‘Export’ button within the Customer Health tab.
• Choose the desired export type, such as CSV, XLSX, PDF, or HTML.
• Specify the date range for the historical customer health data you want to export.
• Click on the ‘Export’ button to initiate the export process.

Pro-tip: When selecting the date range, consider exporting data at regular intervals to maintain a comprehensive historical record.

Step 5: Click on Export

1. Navigate to the Customer 360 Page
2. Select the Customer Health Tab
3. Click on the Export Button
4. Choose the Export Type and Date Range
5. Step 5: Click on Export

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What Are the Different Export Types Available?

As a Gainsight user, you may want to export your customer health data for various purposes. However, not all export types are created equal. In this section, we’ll discuss the different export types available and how each one can serve your specific needs. From the versatile CSV format to the visually appealing PDF and HTML options, we’ll cover the pros and cons of each type so you can determine which one is best for your export needs.

1. CSV

Exporting data in CSV format from Gainsight involves the following steps:

1. Navigate to the Customer 360 Page
2. Select the Customer Health Tab
3. Click on the Export Button
4. Choose the Export Type and Date Range
5. Click on Export

Pro-tip: When exporting in CSV, consider using the data for in-depth analysis and creating custom reports for comprehensive insights.

2. XLSX

1. Go to the Customer 360 Page
2. Select the Customer Health Tab
3. Click on the Export Button
4. Choose the Export Type and Date Range
5. Click on Export

To ensure accurate data and comprehensive analysis when exporting historical customer health data in Gainsight, make sure to export in XLSX format and use clear file naming conventions. Consider the frequency of exports for best results.

3. PDF

1. Go to the Customer 360 Page
2. Choose the Customer Health Tab
3. Click on the Export Button
4. Select the desired Export Type and Date Range
5. Click on the Export button

4. HTML

1. Step 1: Go to the Customer 360 Page
2. Step 2: Choose the Customer Health Tab
3. Step 3: Click on the Export Button
4. Step 4: Select the desired Export Type and Date Range
5. Step 5: Click on the Export option

How Can You Use the Exported Historical Customer Health Data?

Once you have successfully exported historical customer health data from Gainsight, you may be wondering how to make the most of this valuable information. In this section, we will discuss the various ways you can utilize the exported data to analyze trends and patterns, identify areas for improvement, and create customized reports and dashboards. Additionally, we will explore how you can share this data with stakeholders to drive informed decisions and actions. Let’s dive into the endless possibilities that come with the exported historical customer health data.

1. Analyze Trends and Patterns

• Access the exported historical customer health data from Gainsight.
• Identify recurring trends and patterns in customer health over time.
• Analyze the frequency and impact of changes in customer health scores.
• Compare customer health data with other relevant metrics for comprehensive insights.

Pro-tip: Utilize data visualization tools to effectively communicate trends and patterns to stakeholders.

2. Identify Areas for Improvement

• Assess feedback from customer health data to pinpoint areas needing enhancement.
• Analyze trends and patterns in historical customer health data.
• Identify specific pain points or recurring issues for targeted improvement efforts.
• Use customer health data to prioritize and strategize improvement initiatives.

Identifying areas for improvement, such as specific pain points or recurring issues, in historical customer health data is crucial for enhancing customer satisfaction and retention, and ultimately driving overall business growth.

3. Create Custom Reports and Dashboards

• Access Gainsight.
• Navigate to the ‘Reports’ section.
• Select ‘Create New Report’.
• Choose data fields for the report.
• Apply filters for specific insights.
• Save the custom report.
• To create a dashboard, click on ‘Dashboards’ and select ‘Create New Dashboard’.
• Choose the visualizations to include.
• Add the custom reports to the dashboard.
• Customize the dashboard layout.

4. Share with Stakeholders

1. Export the historical customer health data from Gainsight.
2. Prepare a summary report highlighting key trends and areas for improvement.
3. Arrange a meeting with stakeholders to discuss the exported data and gain insights.
4. Obtain feedback and suggestions from stakeholders for future enhancements and strategies, and share the findings with them.

What Are the Best Practices for Exporting Historical Customer Health in Gainsight?

To effectively analyze and track historical customer health in Gainsight, it is crucial to follow best practices when exporting this data. In this section, we will discuss the key tips for exporting historical customer health, including the importance of regular exports, keeping track of exported data, using filters to customize the data, and scheduling automated exports. By following these best practices, you can ensure accurate and organized data for your Gainsight analyses.

1. Regularly Export Data

• Create a consistent export schedule, whether it be daily, weekly, or monthly.
• Determine the exact time and frequency for each export cycle.
• Establish a protocol for reviewing and analyzing data after each export.
• Automate the export process to maintain consistency and improve efficiency.

2. Keep Track of Exported Data

• Create a centralized repository to store all exported data, ensuring easy access and management.
• Implement a systematic naming convention for exported files, including date and customer details for quick identification and to keep track of exported data.
• Regularly audit and verify the exported data to maintain accuracy and relevance.
• Establish a version control system to track changes and updates made to the exported data over time and ensure proper management of exported data.

3. Use Filters to Customize Data

• Access the Export section in Gainsight.
• Choose the ‘Filters’ option to define specific parameters for customizing the exported data.
• Select the desired data fields, date ranges, or customer segments to tailor the exported data.
• Apply multiple filters for detailed and customized historical customer health data.

4. Schedule Automated Exports

To schedule automated exports in Gainsight, follow these steps:

1. Navigate to Administration Settings.
2. Choose ‘Data Management’.
3. Select ‘Exports’.
4. Click on ‘Schedule Automated Exports’.
5. Set the export frequency and format.
6. Save the settings.

Pro-tip: Regularly review and update your scheduled exports to ensure they align with evolving data requirements.