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darkknight
darkknight
Expert ⭐️
March 3, 2021
New Idea

New Scorecard Visualization Mass Edit feedback

  • March 3, 2021
  • 30 replies
  • 758 views

At a quick glance of the new Scorecard Visualizations I see a couple of issues right off the bat.

 

  1. For a manually configured Letter-based score, the letters are not in alphabetical order:

     

    Also it’s weird that in the filter box they are in reverse (almost) alphabetical order (it was that way in the “old” Mass Edit view as well, which I always thought was odd)

  2. We don’t even have an “E” score - why is that displaying above?
  3. According to the Update Scores and Add Notes docs, if you check the “Add Notes” box it’s supposed to bring up a new Timeline Activity window. It’s not doing that in my environment.
  4. The “Stale” visual indicator is too subtle. I had to look VERY close to tell that if it’s stale there are diagononal lines going through the score.  The ! in a circle was so much easier to recognize.
    Stale
    Not Stale

     

  5. The filters are misleading for end users, making it seem like you can search by Grade (Letter), Color OR Numeric scheme, when in fact it only works for the scoring scheme you’re on.  We are on Letter Grade scheme, and In the “old” Scorecard Mass Edit, the filter only allows me to select a letter grade as a filterable option.  Color and Numeric aren’t even options:

    But the “new” mass edit lists ALL schemes as options - but Color and Numeric do not work when you attempt to use them, which will mislead users and lead to more support tickets.

     

 

  1. The way Timeline was accessible via the old Mass Edit report was better - you could hover over the timeline icon and see the comments history.  That appears to now be gone and you can only see the “Last Comment.”  This is not a great functionality change because now end users will have to navigate to the C360 in order to see the TL history:
    Old View
    New View (Last Comment only)

     

These are just a few issues I’ve identified spending about half an hour with this.  Our end users will mostly see this “enhancement” as a downgrade compared to the current functionality.  I don’t feel we can roll this out to our end users until most of this is addressed.

(The “Add Comment” while making a score change will be a nice adjustment, once it’s working).

      30 replies

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      darkknight
      darkknightAuthor
      Expert ⭐️
      March 3, 2021

      Thanks @dan_ahrens.  Didn’t mean to stir a hornets nest.

      I think perhaps some clarification may be needed on the Community categories.  I chose “Ideas” based on the description noting “suggestion for improvement”

       

       

      I always interpreted “Discussion” as being more for discussions about topics not necessarily related to Product functionality.

       

       

      Jeff Kirkpatrick
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        March 3, 2021

        Good feedback @darkknight - those tooltips were buried in an obscure area of our community platform and after consulting with our vendor, I’ve found the settings area and made the changes to hopefully make things clearer in the future. :)

         

        Since that “idea” type is linked to our ideation backend, I’ve updated it to show that it’s intended for product feature enhancement requests. 

        VP of Customer Success at Forcepoint
          bradley
          bradley
          Expert ⭐️
          March 3, 2021

          @darkknight This is a great post - thanks for taking the time to capture all this and start the discussion. Just chiming in to help give this weight.

            gunjanm
            gunjanm
            Expert ⭐️
            March 3, 2021

            @darkknight This is a great post - thanks for taking the time to capture all this and start the discussion. Just chiming in to help give this weight.

            +1 Jeff, your posts are always SO helpful and guided screenshots are a great way to ensure constructive product feedback. I wish our customers were more like you! :joy:

              
            End Proctoring-
             
            Gunjan
              dstokowski
              dstokowski
              Gainsight Employee ⭐️⭐️
              March 3, 2021

              Thank you for all the clear and detailed feedback - we take this seriously.    Jeff - take your point on the documentation making this clear on beta status.  

              And we will act on the feedback before declaring the very critical scorecard widget GA as part of our Horizon Analytics release.

                darkknight
                darkknightAuthor
                Expert ⭐️
                March 3, 2021

                Thanks for the attention and support @dstokowski!  I have a question on your last statement, if you don’t mind?

                This may just be semantics, but I want to make sure I’m clear:

                When you say ‘before declaring the scorecard widget GA as part of the HA release’ - do you mean GS would be holding back the Horizon Analytics roll-out until the Scorecard Widget is GA ready? 

                OR

                Are you saying that the Horizon Analytics roll-out would continue, just without the Scorecard Widget, until the latter is ready?

                Asking only because we cannot afford to adopt the broader Report/Dashboard changes without the Scorecard Widget changes.

                 

                Thank you in advance for any clarification you can provide!

                Jeff Kirkpatrick
                  dstokowski
                  dstokowski
                  Gainsight Employee ⭐️⭐️
                  March 3, 2021

                  @darkknight We understand that the Scorecard Widget is an essential and required component for Horizon Analytics GA.  So yes - we need to make that GA ready before we can GA Horizon Analytics (there are a very small number of customers where this is not the case but majority of our customers are heavily using this widget) and consider this widget as part of the required GA.

                    darkknight
                    darkknightAuthor
                    Expert ⭐️
                    March 3, 2021

                    Awesome thanks @dstokowski !

                    Jeff Kirkpatrick
                      shantan_reddy
                      Gainsight Employee ⭐️
                      shantan_reddy
                      Gainsight Employee ⭐️
                      March 3, 2021

                      @darkknight Thanks for the detailed feedback! We are still in the Beta phase, and this feedback is very valuable for us. We are checking on the issues you raised and we will work on them before GA. Rest assured, we will definitely deliver a stable product when we GA.

                      Some of the issues you raised are only reproducible in production environments, and that is one of the reasons why we are having this Beta program. I will give you an update on the status of the resolution of these issues soon. Thanks for your patience!

                       

                      Also, Horizon Reporting will be made GA along with the new scorecard reports.

                       

                      Regards,

                      Shantan

                        sai_ram
                        sai_ram
                        Expert ⭐️⭐️
                        March 4, 2021

                        @darkknight , @gunjanm, @keith_mattes, @bradley , @mathieu.brillon and @davebrown2242  sorry for the delay response here. Community is definitely the right place to share product feedback. Thanks for sharing the detailed feedback here. 

                        This is in the beta phase and our product team will definitely listen to most of your feedback. 

                        @darkknight I really appreciate the time you spent to write on the community. That was sudden rainfall of feedback. 

                        Happy Posting!! 

                         

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