This thread is for the Admin Office Hours session for Thursday June 27th, 2019. Submit your questions to this thread and we'll address them during our session at 1p-3p GMT+1.
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EMEA Admin Office Hours - 27/6/19
+4
I'd love to discuss how best for us to configure the Usage Tracker and Engagement tabs. Thanks!
Hey Baji,
We've just configured the first scorecard in our Org & I'd now love some guidance on reporting best practice.
I've attempted to build the following reports but am struggling to achieve the desired outcome with the MDA object Account Scorecard History.
- % split of RAG accounts monthly (Pe chart/stacked bar). I can get this on a weekly basis using the snapshot date but as our initial metrics have at least 1 month validity I'd prefer to have a monthly view as opposed to the weekly snapshot view - is that possible?.
- % split of RAG accounts by CSM
- % of account base whose score has improved between month x and month x+1. (e.g. in month x+1, 50% of accounts improved by one rating stage (either R->A, A->G), 10% improved two rating stages (R->G).
-% of account base whose score has dropped between month x and month x+1 (similar to above).
- RYG % split per metric (pie chart / stacked bar)
- Average score by month Widget
- List of top 10 most 'unhealthy' accounts & top 10 'healthiest' by month
The below community post, where a Gainsight user was after similar reporting capabilities, was recommended to use GS Scorecards subject area but I currently don't have any of our scorecard data stored here. https://community.gainsight.com/conversations/gs-scorecard-based-custom-dashboard-and-reports-5bc73e07e4b04588aaf85c2e
Simarly, I tried to use another post from the community but again I don't seem to have any data / the right fields available in this object. https://community.gainsight.com/conversations/how-to-customize-scorecard-label-colors-5c9504a2e4b06ca235a5666a
Thanks for your help!
Alex
We've just configured the first scorecard in our Org & I'd now love some guidance on reporting best practice.
I've attempted to build the following reports but am struggling to achieve the desired outcome with the MDA object Account Scorecard History.
- % split of RAG accounts monthly (Pe chart/stacked bar). I can get this on a weekly basis using the snapshot date but as our initial metrics have at least 1 month validity I'd prefer to have a monthly view as opposed to the weekly snapshot view - is that possible?.
- % split of RAG accounts by CSM
- % of account base whose score has improved between month x and month x+1. (e.g. in month x+1, 50% of accounts improved by one rating stage (either R->A, A->G), 10% improved two rating stages (R->G).
-% of account base whose score has dropped between month x and month x+1 (similar to above).
- RYG % split per metric (pie chart / stacked bar)
- Average score by month Widget
- List of top 10 most 'unhealthy' accounts & top 10 'healthiest' by month
The below community post, where a Gainsight user was after similar reporting capabilities, was recommended to use GS Scorecards subject area but I currently don't have any of our scorecard data stored here. https://community.gainsight.com/conversations/gs-scorecard-based-custom-dashboard-and-reports-5bc73e07e4b04588aaf85c2e
Simarly, I tried to use another post from the community but again I don't seem to have any data / the right fields available in this object. https://community.gainsight.com/conversations/how-to-customize-scorecard-label-colors-5c9504a2e4b06ca235a5666a
Thanks for your help!
Alex
Hey Baji,
Another one from me - I listened to the Pulse 2019 session that is linked to this presentation EMEA - https://gainsight.app.box.com/s/46f0qpbn79s7ij3fvxwhwuhqwrp7i4v4
I'd be keen to understand what data source houses this information & how I could go about replicating similar reports.
Thanks!
Another one from me - I listened to the Pulse 2019 session that is linked to this presentation EMEA - https://gainsight.app.box.com/s/46f0qpbn79s7ij3fvxwhwuhqwrp7i4v4
I'd be keen to understand what data source houses this information & how I could go about replicating similar reports.
Thanks!
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