Our CSMs are required to update a manual Scorecard measure on a regular basis, so we have reporting built around it to monitor progress. We also do a lot of Relationship merges and moves due to account clean-up activity which is causing an issue with the reporting. The merge process does not keep any of the activity from the consumed relationship but only keeps that of the consuming relationship. Due to this we are losing the activity the CSMs have done for the Scorecard updates which means we lose historical reporting.
After a Relationship merge that history is lost, so we can’t see the updates each month and we lose the timeline entries that would normally feed Cheatsheet