Mastering the Gainsight Scorecard Feature

This document provides a concise guide on utilizing the Scorecard feature in the Gainsight platform. This feature enables users to efficiently evaluate customer health and engagement through intuitive dashboards and detailed insights.

Step 1

Begin by logging into the Gainsight platform using your username and password. Once logged in, you'll be directed to the Gainsight dashboard. Here, you can review all relevant details at an overview level.

Step 2

Below the main dashboard, you will see a list of customers. By clicking on a specific customer, you can view detailed information and insights regarding their engagement and health.