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christopher_sanderson
christopher_sanderson
Helper ⭐️⭐️
July 7, 2016

Relationship Scorecard MDA table: adding Relationship Name and Account Name

  • July 7, 2016
  • 6 replies
  • 60 views
There are some customers who would like to report against the MDA table created for Relationship Scorecard Snapshots.  It has the individual Scorecard values, as well as the Overall score.  However, it only has the Relationship ID and the Account ID as identifiers, which makes it hard to do effective reporting and display it to end users.

Am I missing something, or is this a feature request?

      6 replies

      cara_brill
      cara_brill
      Contributor ⭐️⭐️⭐️
      July 7, 2016
      I wanted to echo what Chris said here as it's pretty much impossible for us to use the Relationship Score reporting feature without the "Relationship Name" field as an identifier. 
      abhishek_sivaraman
      abhishek_sivaraman
      Helper ⭐️⭐️⭐️
      July 7, 2016
      Hi,

      This is because we currently don't have standard objects in MDA which link to Scorecard snapshot and fact tables.We are in the process of defining standard objects for Account and Relationship in MDA. Once that is defined , the tables will be automatically linked to the standard tables which will help in reporting.

      Thanks
      Abhishek S
      cara_brill
      cara_brill
      Contributor ⭐️⭐️⭐️
      July 7, 2016
      Thanks for the follow up. Unfortunately, this means we can't really use the relationship scorecard as we'd like to until this is addressed. 
      abhishek_sivaraman
      abhishek_sivaraman
      Helper ⭐️⭐️⭐️
      July 8, 2016
      Hi Cara,

      There is another approach which we are recommending to customers until we have standard objects which is as follows - 

      a. Create custom objects in GDM for Account,relationships.https://support.gainsight.com/hc/en-us/articles/215520168-Gainsight-Data-Management#How-to-Create-MDA-Subject-Area

      b. Use Load to MDA to populate these fields(https://support.gainsight.com/hc/en-us/articles/204526578-Use-Rules-to-Load-to-SFDC-Object-or-MDA-Subject-Area )

      c.  Then , we can create a MDA Join with relationship scorecard tables to look up to these objects so that these tables look up to the custom account and relationship tables.(https://support.gainsight.com/hc/en-us/articles/218876677-MDA-Joins)

      Hope this helps.

      Thanks
      Abhishek S
        theresa_lucius
        theresa_lucius
        Contributor ⭐️⭐️
        March 22, 2017
        Hello, I am following up on this thread as I see the latest update was 8 months ago and I was unsure if this has been further escalated or worked on. I recently configured the entire relationship scorecard for my team and am now stuck and unable to report on it in an easy way - without needing to use Rules to load to a new object. Please let me know if/when this is planned for release. Thank you.
        srikanth_katukam
        srikanth_katukam
        Helper ⭐️
        June 8, 2017
        Hi Theresa,

        We have recently implemented to easily view the data for Relationship Scorecard Snapshot.
        Go to Data Management->Relationship Scorecard Snapshot object and follow below steps

        a. Enable lookup Relation to 'Relationship' standard object and field to 'SFDC Relationship Id'.

        b. Add SFDC Mapping to 'Relationship Id'.


        c. Configure the report for Relationship Scorecard Snapshot object with the lookups enabled to relationship object.
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