Relationship Scorecard influencing overall Account scorecard
We have a lot of different products that we are separating out through the relationship feature. It would be great if we could use the relationship scorecards in the rules engine to help influence a measure in the overall Account Scorecard. This way we could have each product influence the overall scorecard to make a more accurate view of the customer's health.
+1Hi Melissa,
Would you be able to give us an example roll up that you would use to roll up a score from relationships back to the accounts scorecard measure?
E.g an account scorecard measure is set based on the weighted average of relationship health scores where weighted is based on revenue / relationship type / other attributes.
Would you be able to give us an example roll up that you would use to roll up a score from relationships back to the accounts scorecard measure?
E.g an account scorecard measure is set based on the weighted average of relationship health scores where weighted is based on revenue / relationship type / other attributes.
For us, we are creating multiple product relationship scorecards. To be able to make the account scorecard an average, or weighted measures based on these relationships would work great.
Such as:
Customer has product x and product y. They have a relationship scorecard of 90 for product X and a relationship scorecard of 40 for product Y. Using the rules engine, i would love to be able to say the measure for the Relationship metric for my account scorecard is weighted by 50% of product X's score, and 50% of product Y's score. Hope that makes sense!
Such as:
Customer has product x and product y. They have a relationship scorecard of 90 for product X and a relationship scorecard of 40 for product Y. Using the rules engine, i would love to be able to say the measure for the Relationship metric for my account scorecard is weighted by 50% of product X's score, and 50% of product Y's score. Hope that makes sense!
We would also like to see the same type of functionality as well. We have four products and I would like to have an adoption and support scorecard under the relationship and then have those relationship scores become my measures for the account scorecard.
Hi! We are VERY interested in this. We have accounts that can have as many or more than 350 relationships. We can't manage the individual relationships and need to be able to flag the account when there is an issue at one or more of our relationship iDs.
+3Here's one solution that could work as long as you need a simple MIN/MAX/AVG across, not weighted averages:
- We now expose Scorecard tables (one per Relationship Type) in MDA.
- You could use these tables as your data source to build a rule.
- This rule would aggregate (MIN/MAX/AVG) Relationship level scores and make them available to affect an Account level score measure (Set Score action).
+1Hey, this can be achieved with Bionic rules. We are also thinking of providing more out of the box solution to achieve this. Thanks for posting, we keep you update here 🙂
Any updates on this would be fantastic!
Hi Faust,
There is no OOB way to do this. But, you can use Bionic Rules to achieve this (you can pull in data from the relationship scorecard fact objects & use that to set the score of a measure at the account level).
Also, how do you want to roll up the scores from relationship scorecard: Is it an AVG/MIN/MAX or some form of weighted average?
There is no OOB way to do this. But, you can use Bionic Rules to achieve this (you can pull in data from the relationship scorecard fact objects & use that to set the score of a measure at the account level).
Also, how do you want to roll up the scores from relationship scorecard: Is it an AVG/MIN/MAX or some form of weighted average?
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