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jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
Jan 26, 2018 7:22 PM UTC

Add ability to update health score from timeline

CSMs want to be able to update the account's health score directly from the timeline view. 

    5 replies

    sai_ram
    Expert ⭐️⭐️
    Feb 21, 2018 10:57 AM UTC
    Hi Jen, Could you please provide more details on the use-case ? 
    Is it any particular measure your are trying to update ?
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    jen_pakravan
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Feb 21, 2018 3:27 PM UTC
    CSMs don't want to have to toggle so much between screens/views.
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    matthew_weinreb_adccf1
    Contributor ⭐️⭐️⭐️⭐️
    Jun 11, 2018 8:52 PM UTC
    This is definitely something our CSM team has asked me for.

    1)  Ability to edit manual metrics from the Timeline screen when entering in a new timeline note. We have 3 manual metrics on our health score and it would be nice to update them from one screen. As your are taking the note

    2) Take a snapshot of the health score at the time of the timeline entry so that looking back in time you could see where the account was at the time of entry
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    Contributor ⭐️⭐️
    Apr 30, 2019 2:58 PM UTC
    We are in the process of implementing Gainsight and our CSMs are very interested in this feature as well.

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    cmultanen
    Helper ⭐️
    Apr 30, 2019 3:21 PM UTC
    +1, it would be nice if we could add in manual metrics as actively fields for CSMs to update directly in Timeline.

    Our current workaround is a number field that the CSMs can fill in when they create an activity. We then have a rule that updates the scorecard based on the field value. The downside is that this is not in real-time.

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