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andreammelde
Helper ⭐️⭐️
October 29, 2020

Scorecards: Multi select option for comments

  • October 29, 2020
  • 7 replies
  • 64 views

I would be helpful to be able to better define the reasons on a scorecard for reporting purposes. This would help us categorize and understand what reasons tend to flag a drop in a score than a freeform text field

7 replies

shantan_reddy
Gainsight Employee ⭐️
Gainsight Employee ⭐️
November 30, 2020

@andreammelde Can you explain a little more regarding the ask? Is this for automated entries or manual entries? What kind of options would you like?

andreammelde
Helper ⭐️⭐️
November 30, 2020

@shantan_reddy we are looking for something similar to reason codes for CTAs that we can set up. We have done a workaround for now where we have added new columns to the Company object and have the datatype as multiselect. The preset comments would make it easier to be able to report on why a score is low and associate it to planned plays the team may like to do

Andrea Carroll
shantan_reddy
Gainsight Employee ⭐️
Gainsight Employee ⭐️
December 2, 2020

@andreammelde Is this for manual measures, or do you need this for automated measures as well? For manual entries, you could define drop-downs in the activity type you have reserved for scorecard timeline updates.

sai_ram
Expert ⭐️⭐️
December 28, 2020

@andreammelde we need your inputs here.

andreammelde
Helper ⭐️⭐️
January 4, 2021

this would only be for manual. For now we have done a workaround by putting this on the company object and it is working well for the CSMs so will not be changing

Andrea Carroll
shantan_reddy
Gainsight Employee ⭐️
Gainsight Employee ⭐️
January 8, 2021

sure. Thanks. Just FYI, for manual updates, you can define your own specific activity type for scorecard measure updates with the necessary drop-downs.

 

Regards,

Shantan

sai_ram
Expert ⭐️⭐️
February 1, 2021

@andreammelde did the above comments help you?