Can a company have multiple scorecards depending on the products they use?

Hey @Manoel the Scorecard section in the C360 will only show one scorecard. The scorecard that shows is dependent on the following logic (support doc):

From the Support doc:

• If a Company or Relationship does not match the Criteria for any of the Scorecards, the default Scorecard is assigned.
• If a Company or Relationship uniquely matches the criteria for a Scorecard, that Scorecard is assigned to the Company or Relationship.
• If a Company or relationship matches the Criteria of multiple Scorecards, and if the default Scorecard is one amongst them, the default Scorecard is assigned.
• If a Company or relationship matches the Criteria of multiple Scorecards, and if the default Scorecard is not one of the matched Scorecards, the scorecard which is alphabetically higher in the order is assigned.

Hi @Manoel 

And to complement what @kstim said, if you want several scorecards - one per product - you can either :

1. implement relationships, where one relationship is synonym with one product and you can apply a specific scorecard by “relationship”
2. create measures that represent one product and group them under one measure group, and repeat for all products. With an appropriate weighting logic, this could paint an equally accurate picture of your customers health in that if you have 3 products but the customer has only one, measures for the two products they don’t have would be null, and the weight of the measures / groups be redistributed to the other measures / measure groups. There are different ways to articulate it in practice, that really depends on how you work.

Hope this helps!

A

+1 to Alizée’s comment! 
We don’t have relationships in our org, so we are working towards option 2 leveraging the n/a in the grouped measures to redistribute the weight if the customer doesn’t have all products.

I am in process of implementing 3 different scorecards based on vertical, plus one default that will basically assign NA to everything so any issues with the logic are flagged.

1. We have also changed from a color scoring scheme to a numeric scoring scheme. 
2. Our scorecard measures and measure groups haven’t changed, just the weighting for the measures in each vertical and what our algorithm is doing outside of Gainsight. 

In prepping for the transition I have used the logic in the diagram above and it does the right thing in that: 

• our original scorecard is still default
• the new vertical scorecards are being correctly prioritized and assigned to 3 test customers
• all other customers have the new cards assigned correctly as a second option to switch to. 

I had hoped that the new scorecards would populate with the updated numeric scoring on these secondary scorecards so I could do some deeper reviews over the next few days before completely shutting down the current default. 

Based on the thread above it appears the issue must be because I don’t have new measures/measure groups for the new scorecards. And of course that makes some sense, but not completely as the underlying data is the same for both, the only thing that changes is at the scorecard level re weighting and scoring.  

Is there any way I can get this second scorecard to reflect the underlying data, the new measure weighting and the new numeric scoring so that I can build some new history before we role out to the team? I assume it is a no, but curious if anyone has any ideas.