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jeremy_goldsmith
jeremy_goldsmith
Contributor ⭐️⭐️
May 22, 2015
Parked

Report on "stale" scorecard measures

  • May 22, 2015
  • 27 replies
  • 405 views
Some of our scorecard measures (the ones that folks populate manually) have a validity period set, and if the measure is past it's validity period, an alarm clock icon shows on the measure. This icon only shows on the C360 view of the scorecard, but isn't available in a Dashboard view or in a Gainsight Report, as far as I can tell.

It would be great to be able to show which measures are "stale" so that our users could quickly and easily find which measures they need to update, and create some reports around this. I think all you'll need is a formula field on the Scorecard Fact object that compares the Score Last Modified Date field to the Validity Period field on the Scorecard Metric object.

      27 replies

      elaine_cleary
      elaine_cleary
      Helper ⭐️⭐️
      May 22, 2015
      Great idea, Jeremy!  I'd like to see "stale" scores on my dashboard too.
        chad_horenfeldt_c2ba52
        chad_horenfeldt_c2ba52
        Contributor ⭐️⭐️⭐️⭐️
        May 26, 2015
        This is a great idea. I've asked that there somehow be a prompt for users on the Cockpit. A message at the top that when clicked on, takes you to a scorecard of all customers that require an update to the manual component of the score.
          jd_griffis
          jd_griffis
          Contributor ⭐️⭐️⭐️⭐️
          July 27, 2015
          Any news or updates on this; or any other ideas on how to easily find and report stale health scores? This is a fairly significant tracking issue for our CS org.
            sidhu
            Gainsight Employee ⭐️
            sidhu
            Gainsight Employee ⭐️
            July 30, 2015
            If you could create a formula field on the Scorecard Fact object of the type checkbox and use the following formula, then you will be able to create a report on Scorecard fact object to filter by this field and get all the metrics on accounts that are stale.

            IF (   
                AND (
                    JBCXM__MetricId__r.JBCXM__IsActive__c,
                    NOT(JBCXM__MetricID__r.JBCXM__IsGroup__c)
                ),
                IF (
                    JBCXM__MetricId__r.JBCXM__ValidityPeriod__c != 0,
                    IF(
                        (TODAY() - DATEVALUE(JBCXM__LastScoreModifiedDate__c)) > 
                        JBCXM__MetricId__r.JBCXM__ValidityPeriod__c*7,
                        True, 
                        False
                    ), 
                    False
                ), 
                false
            )
            elaine_cleary
            elaine_cleary
            Helper ⭐️⭐️
            July 30, 2015
            Thanks for the suggestion, Sidhu!!  I think this will be very helpful for some of our customers.  But I do have some other customers that have limitations in Salesforce tht prevent this from being an option.  So it would be helpful if we had stale score reporting out-of-the-box in Gainsight.  Could you please keep open as a production suggestion?  Thanks again!
              jd_griffis
              jd_griffis
              Contributor ⭐️⭐️⭐️⭐️
              July 30, 2015
              Agreed. I don't think this option will work for us, assuming I could even get dev resources to do the implementation. Since Stale Health Scores are such a visible component of the health score metrics, being able to report on them and allow both CSM's and their managers to have visibility seems like a fairly important reporting/dashboard option.
              kiersti_felska
              kiersti_felska
              Contributor ⭐️⭐️⭐️
              September 9, 2015
              A custom field does also not work for our implementation, having this native in Gainsight is a definite must and a value add to how we can manage accounts.
                jd_griffis
                jd_griffis
                Contributor ⭐️⭐️⭐️⭐️
                September 9, 2015
                We are now about 4 months into rollout and this is becoming more and more of an issue. We can't get the Salesforce changes made anytime soon; and meanwhile there is just no way to track and manage the currency of health scores.
                  sumesh
                  sumesh
                  Helper ⭐️⭐️
                  November 13, 2015
                  All,

                  We are working on a major upgrade to scorecards and will definitely consider this feature request. Stay tuned for further updates.

                  Thanks,
                  Sumesh  
                    kristin_f3c469
                    kristin_f3c469
                    Contributor ⭐️⭐️⭐️⭐️⭐️
                    December 18, 2015
                    Our team is considering generating a CTA when the manual Account Assessment has gone stale. Two questions -

                    Is that a good idea, or will it clutter up CTAs? Seems to me the Reps should review the score when they are taking other actions on the Account.

                    Any update on being able to report on stale measures?
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