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lane_h
lane_h
Helper ⭐️
January 5, 2016
Question

Scorecard View by Stage

  • January 5, 2016
  • 3 replies
  • 96 views
We have different teams working with customers based on where in the lifecycle a customer is. Not all of these customers have a CSM.

Is it possible to create a Scorecard view, similar to the one a CSM sees when logging in for their customers, based on stage?

    3 replies

    evan_luberda
    evan_luberda
    Helper ⭐️
    January 6, 2016
    Hey Lane,

    I believe we covered this in our 1:Many Admin meeting today.

    Here is the link to this if you need it again. https://support.gainsight.com/hc/en-us/articles/210300968-Create-Scorecard-Summary-View
    lane_h
    lane_hAuthor
    Helper ⭐️
    January 7, 2016
    Hi Evan,

    We did cover this in the 1:Many Admin yesterday. However, today when I went to create another scorecard view, under "Layout" they were not available to pull into a layout. The ones I did yesterday have now disappeared from their layouts. 

    Does this have to do with the release today?
    Director of CX and Scale Programs
    sumesh
    sumesh
    Helper ⭐️⭐️
    January 11, 2016
    Hi Lane,

    Scorecards view disappearing from the layout should be fixed now. Please let me know if that is not the case.

    Thanks! 
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