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pele
pele
Helper ⭐️⭐️⭐️
February 9, 2018
New Idea

Allow Currency Type field to be used in Scorecard 2.0 "Applies to:"

  • February 9, 2018
  • 5 replies
  • 100 views
When configuring multiple account scorecards, in the "Applies to:" section, you can select from picklist, number, string, and boolean data type fields. It would be useful (for me at least) if currency was also a support field type. 

There are ways I can get around this, by using some other available filters, but it would be great if I could apply a scorecard to an account or relationship based on their ARR or ASV. 

      5 replies

      samantha_braastad
      samantha_braastad
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 9, 2018
      I would actually expand this to also include User fields. We have additional metrics that we would like to apply to our 1:1 owned accounts vs our 1:Many owned accounts but are not able to differentiate those today though the scorecard logic. 
        aditya_marla
        aditya_marla
        Helper ⭐️⭐️⭐️
        February 13, 2018
        Thanks a lot for sharing this.

        Hi Pele,

        Regarding the currency field do you want to have different scorecards based on revenue (ARR/ASV)? For that would you have any bands/ranges over which they apply? 

        Hi Samantha,

        Could you provide some more details on your use case? Would the details of whether the account is a 1:1 / 1: many reside in the Company Object? Would the scorecards change based on some User properties?   

        Regards
          pele
          peleAuthor
          Helper ⭐️⭐️⭐️
          February 13, 2018
          Thanks for the response Aditya! 

          In this instance particular instance, the filter I was needing to apply fell just between one of our revenue bands. I solved for this by creating a new number field that referenced our ASV field and applied the filter I wanted. So, nothing show-stopping, but including currency type as an available filter would remove the need to create an additional field that just references another. 

          Cheers,
          Pele
            john_apple
            john_apple
            Expert ⭐️
            November 16, 2020

            Is there an update for this request? As a workaround, I’ve been using a Calculated field on the Company object to populate a numeric field based on the ARR or ACV currency field within Data Management

              shantan_reddy
              Gainsight Employee ⭐️
              shantan_reddy
              Gainsight Employee ⭐️
              November 19, 2020

              @john_apple We are very busy with scorecard reporting and C360 revamp. We will work on it in a couple of quarters.

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