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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.

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      jd_griffis
      jd_griffis
      Contributor ⭐️⭐️⭐️⭐️
      December 19, 2015
      Just my personal opinion, but I think reporting/dashboard review of stale assessments would be preferable over another CTA. Can't wait for the ability to report on stale health scores! 🙂
        lane_h
        lane_h
        Helper ⭐️
        January 7, 2016
        We were able to great a report that pulls the "Last Modified Date" for a specific metric. This helps our team tell if there are accounts that are being over looked. 

        Would using "Last Modified Date" work to get the report you need?
        Director of CX and Scale Programs
          jd_griffis
          jd_griffis
          Contributor ⭐️⭐️⭐️⭐️
          January 14, 2016
          Yes, our admin built a SF report using that field that looks like it might do the trick (SF allows grouping by CSM and account). Still would love to see something "out of the box" to make it easier and more integrated for the CSM's of course 🙂
          sara_hoeffler
          sara_hoeffler
          Contributor ⭐️⭐️⭐️⭐️⭐️
          July 7, 2016
          Any updates on this?  I have built reporting on the scorecard fact object (as Lane H. suggested) to help surface outdated scores.  We are also adding the formula field (as Sidhu suggested) so we can see expired scores as a percentage of all scores.  Both are steps in the right direction, but I feel strongly that making score status visible on scorecards is the only way to really solve for this.  Perhaps it could be optional on scorecard view (like how we can show/hide comments and goals).
            tom_wix
            tom_wix
            Contributor ⭐️⭐️⭐️⭐️⭐️
            July 25, 2016
            We have been using the Last Modified Date for a while - seems to work ok for us.
            tom_wix
            tom_wix
            Contributor ⭐️⭐️⭐️⭐️⭐️
            July 25, 2016
            We have stayed away from CTAs.   For the stale data, we provide a DQ type report/dashboard for the Directors to use when they are doing 1-1.   We also have a MY Customer (dashboard) for the CSMs and we have added a stale report for their portfolio within that Dashboard.   The Directors use the My Customer dashboard when doing 1-1s and promote the idea of keeping the subjective measures updated more frequently.

            hth - twix
            abhishek_sivaraman
            abhishek_sivaraman
            Helper ⭐️⭐️⭐️
            July 26, 2016
            Hi Sean,

            We are adding that capability in Scorecards 2.0. As of August release , for relationship scorecards , when you configure mass edit view report, you can see the stale scores. The exclamation mark as you see as part of the scorecard will be the indicator for stale scores. The same functionality will be available for Scorecards 2.0 for Accounts when we release this(October expected tentative).



            Thanks
            Abhishek S
              samantha_braastad
              samantha_braastad
              Contributor ⭐️⭐️⭐️⭐️⭐️
              December 28, 2016
              Has this been released? You mentioned October but I don't see the exclamation mark in our reports for the Account Scorecard. 
                jessica_brunelle
                jessica_brunelle
                Contributor ⭐️⭐️
                March 14, 2017
                What is the status on this? I've created my own 'stale score' report in our team dashboard showing the number and type of measures that are old but how should I instruct my CSMs to easily update these scores? It would be great for the scorecard dashboard view to show stale scores so they can be easily updated in one place. 
                  sara_hoeffler
                  sara_hoeffler
                  Contributor ⭐️⭐️⭐️⭐️⭐️
                  March 14, 2017
                  I'm also curious to hear the status of this.  

                  My bandaid fix: I've added a 2 components to the bottom of our CSM scorecards: 1 that shows all out of date scores by account so they can at least scroll to the bottom of the scorecard view and see which accounts need updates.  The other is a pie that shows what percentage of their scores are out of date.  It's better than nothing but still kind of clumsy.  I used a checkbox to indicate when stales are score and the True = Fresh; False = Stale thing confuses some users.

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