It would be great to be able to customize the weighting I give to various scorecard measures on a per CSM basis.
I have strategic CSMs, who mark the Customer Relationship health score, which factors heavily into the overall health score, but is a manual update by nature.
I also have a 1:M CSM who only reaches out to her 100+ accounts via automation, and I don't want her manual Customer Relationship to factor into overall health, as it's not going to be updated consistently for her large volume of smaller accounts.
Make Scorecard measure weighting customizable
Jennifer, thanks for your post. We working on a fairly significant upgrade to scorecards.
Part of this enhancement, I believe, will address your use case. You will be able to define different scorecards for different segments of customers (e.g. enterprise/high touch vs lower touch). Please do look out for our customer release announcements over the next 3 - 4 months for an update.
Part of this enhancement, I believe, will address your use case. You will be able to define different scorecards for different segments of customers (e.g. enterprise/high touch vs lower touch). Please do look out for our customer release announcements over the next 3 - 4 months for an update.
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