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kristin_f3c469
kristin_f3c469
Contributor ⭐️⭐️⭐️⭐️⭐️
January 12, 2016

UI Views support individual health scores

  • January 12, 2016
  • 4 replies
  • 55 views
We would like the ability to display individual health scores on a UI View of Customers. Currently the overall Health Score from the Customer object can be included. We would also like to display the AM Assessment on a list of customers. This would give the AM visibility to their current assessment and would identify Customers they need to update.

thanks
Kristin

      4 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      January 18, 2016
      If I understand correctly, you want the UI View to include the individual health measures, and not just the overall health score? This article explains how to set this up:

      https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Creat...
      Lila Krutel, Dir. Global Education Services
      kristin_f3c469
      kristin_f3c469Author
      Contributor ⭐️⭐️⭐️⭐️⭐️
      January 19, 2016
      Hi -

      Thanks for sending the link. We have those scorecard views setup as Dashboards. What we would prefer to do is add the AM Assessment score component to a Customer list view on the Customer Tab. I did a mocked up screen capture to help clarify.

       


      I am guessing it is not possible to add the AM Assessment column to a Customer List view because the field is on a different object.

      thanks
      Kristin
      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      January 19, 2016
      Hi Kristin,

      We'll have to write a rule to push that score to a field at the CustomerInfo/Account level. Only then would it be possible to add it to the Customers tab view like you have mocked up.

      Thanks,
      Manu
      tom_wix
      tom_wix
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 17, 2016
      Would also like to see this as a feature !!

      People (CSMs) really like the tabular form of the Scorecard, but right now its harder to find and use in a Dashboard (Gainsight tab).   We would get much more adoption, if the Scorecard could be shown under the Customer Tab.
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