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Introduce Status for Scorecard Configuration

Related products:CS Scorecards
  • June 12, 2023
  • 6 replies
  • 86 views

Molly.McQ
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It would be extremely helpful to introduce a status system for scorecard configuration, similar to what we already have for activities, note templates, and rules. As a Gainsight admin, I would like to establish an inactive scorecard until I've consulted with all necessary parties to ensure it's configured correctly before launching and making it active for end users. Usually, configuring a scorecard requires input from multiple business partners, and development can take time. Currently, there's no way to create a scorecard without it being visible to end-users. Although you can control when the scorecard is applied, this still doesn't prevent users from seeing and using it. 

As an admin, this means it’s necessary to document and track all scorecard configuration plans using a separate tool outside of Gainsight, only for this to be later imported into Gainsight when configuration plans are finalized and the scorecard is ready to be activated. Alternatively, if the scorecard is added in a work-in-progress (WIP) state, this WIP scorecard will be at risk of assignment/selection. It would be much more convenient for admins and users if we could simply create the scorecard in Gainsight and keep it inactive until ready to activate for all users.

6 replies

romihache
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • June 13, 2023

This is a great idea!
This option is available in rules engine, dropdowns… seems like an oversight not having the same in scorecards. UX consistency is key 


ChiragJ
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  • Gainsight Employee ⭐️
  • June 14, 2023
No StatusAcknowledged

ChiragJ
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  • Gainsight Employee ⭐️
  • July 17, 2023
AcknowledgedUnder Consideration

ChiragJ
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  • Gainsight Employee ⭐️
  • October 3, 2023
Under ConsiderationIN DEVELOPMENT

ChiragJ
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  • Gainsight Employee ⭐️
  • October 3, 2023

We will be introducing a Draft state for all new scorecards and allow Admins to make edits and publish when scorecard is ready. A draft scorecard will not be considered for applying to companies / relationship (by scorecard resolver) until the scorecard is published


ChiragJ
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  • Gainsight Employee ⭐️
  • December 1, 2023
Updated idea statusPartially FixedImplemented