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zach_davis
Helper ⭐️
May 14, 2018

Include Group Score in Scorecard Exceptions

  • May 14, 2018
  • 3 replies
  • 26 views
We're looking to set up an exception in GonG based on the Dear group score. Do we have the ability to setup scorecard exceptions from group scores on the roadmap?

    3 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    May 14, 2018
    Hi Zach, what's the use case you're trying to solve for? I've helped some customers configure dynamic exceptions through creative use of weights. Maybe you and I could schedule a working session to see if weights might be the solution here too?
    VP of Customer Success at Forcepoint
    zach_davis
    Helper ⭐️
    May 14, 2018



    Essentially I want to be able to set the overall score based on one measure(Flagged Risk) and one group score(Customer Outcomes).

    We could possibly do this with a weight adjustment but I still think group scores in exceptions is a valid enhancement request for this use case(and possibly others).
    Helper ⭐️⭐️⭐️
    June 16, 2020

    Hello Everyone,

    Happy to announce that your request has been considered and included as part of the v6.15 release. You can now delete Opportunity Records from GS Opportunity. Admins can now add Exceptions for measure groups as well as use conditions based on measure groups when configuring exceptions for the Overall Score. This gives them more granular control over measure group scores and the Overall Score. Only the measures within a particular group can be used to create an exception for the group.

    This feature is implemented in both SFDC and NXT versions.

    Thanks for posting!