I'm brainstorming on ways that we can report on new accounts that are entering our "red" and "orange" health score buckets (our 2 lowest buckets), and coming across some issues.
We look at health scores on a month over month basis, given that we don't have data changing on a daily basis. The goal is seeing accounts that are red/orange this month and were not last month.
- One option is to create CTA's for accounts entering these buckets, and then reporting on these CTA's each month. This is my current strategy, but requires a little set up and not sure how it would hold long term.
- Are there any other best practices out there for managing this type of procedure on a less frequent basis than weekly?
Solved
Report on new accounts in certain scorecard buckets (red)
Best answer by dan_ahrens
Hi Jake,
I'd personally go with option 2. You could have a custom MDA table that had previous month, current month and difference fields.
At the start of each month, use a rule to copy the current month data to the previous month field; a separate rule to copy the current score to the current month field and the difference field is a formula field (auto updates).
Then for reporting you can filter based on accounts that have a non zero difference field.
I'd personally go with option 2. You could have a custom MDA table that had previous month, current month and difference fields.
At the start of each month, use a rule to copy the current month data to the previous month field; a separate rule to copy the current score to the current month field and the difference field is a formula field (auto updates).
Then for reporting you can filter based on accounts that have a non zero difference field.
Replying to my own thought...
Option 1 probably works, but if it is firing for a bunch of smaller accounts that aren't actively managed the system can get cluttered and these could sit out there. I'm scratching this.
Option 2: My new thought is to create an MDA with current score and previous month's score fields. The first X day of each month (when the snapshot is pulled that week), wipe the table and [i]upload current month and [i]update previous month score. Issues I'm encountering:
Option 1 probably works, but if it is firing for a bunch of smaller accounts that aren't actively managed the system can get cluttered and these could sit out there. I'm scratching this.
Option 2: My new thought is to create an MDA with current score and previous month's score fields. The first X day of each month (when the snapshot is pulled that week), wipe the table and [i]upload current month and [i]update previous month score. Issues I'm encountering:
- Hard to automate the 'previous month' score load without changing the date every time & I'm not 100% sure this type of MDA load will work. If it's only monthly, the manual run of this data wouldn't be too labor intensive.
- my Account Scorecard History snapshot date doesn't have an associated score with it (seems to be broken)
+2Hi Jake,
I'd personally go with option 2. You could have a custom MDA table that had previous month, current month and difference fields.
At the start of each month, use a rule to copy the current month data to the previous month field; a separate rule to copy the current score to the current month field and the difference field is a formula field (auto updates).
Then for reporting you can filter based on accounts that have a non zero difference field.
I'd personally go with option 2. You could have a custom MDA table that had previous month, current month and difference fields.
At the start of each month, use a rule to copy the current month data to the previous month field; a separate rule to copy the current score to the current month field and the difference field is a formula field (auto updates).
Then for reporting you can filter based on accounts that have a non zero difference field.
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