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allison_elmer
Contributor ⭐️⭐️⭐️
September 6, 2018
Question

Manually Override Overall Account Health Score on C360

  • September 6, 2018
  • 11 replies
  • 524 views
A member of our management team previously worked at another organization using Gainsight. He says CSMs were able to override the current Account Score on the C360 Summary screen, simply by clicking the score and changing it. The score still automatically statused itself; this was simply an option the CSM could use if they think the score should vary from what it automatically is.

I've scoured the community and documentation, but I don't see this anywhere! Is it possible?

11 replies

Helper ⭐️⭐️⭐️
June 16, 2020

Hello Everyone,

Happy to announce that your request has been considered and included as part of the v6.15 release. You can now delete Opportunity Records from GS Opportunity. Admins can now add Exceptions for measure groups as well as use conditions based on measure groups when configuring exceptions for the Overall Score. This gives them more granular control over measure group scores and the Overall Score. Only the measures within a particular group can be used to create an exception for the group.

This feature is implemented in both SFDC and NXT versions.

Thanks for posting!