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Thursday US Admin Office Hours (CS Platform): July 11, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 11 July 2024
  • 4 replies
  • 45 views

Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, July 11, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET.


Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, July 11, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09

 

Meeting ID: 955 6488 6548

Passcode: 296864

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/aeD4b4SdoB

4 replies

jeremy_johnston
Userlevel 3
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I’d like to briefly discuss what are the ramifications of applying 2 or more scorecards to a single account.

Example: we have a frequently-used scorecard that is applicable to all accounts.  That one is primary.  Our onboarding team wants to apply a more granular scorecard that is applicable to only accounts actively in onboarding.

We maintain 2 sets of 2.0 scorecard rules which run on the weekly/monthly cadence.

Users can toggle in C360 between both scorecards on the Healthscore tab as needed.

What are the impacts of this model throughout other areas of Gainsight in terms of reporting, etc?  I’ve always had it in my mind that it wasn’t possible to apply multiple scorecards to a single account, so I’m trying to ease my concerns that we’re not considering all the impacts.

Thanks!

-JJ
SaritDUC
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Hi @sdrostgainsightcom 
Rolling question from previous Office hours session (that we did not have time for) 
Scorecard
Running into a few issue with a dedicated scorecard we created - not sure if we are just not applying best practices or if it is a GS limitation - would like to review: 
(1) Need to filter to have this new scorecard only accessible for a certain product line  → Created new fields on company object to apply the product line(String) and status that are  relationship object 
→ the only way we found to map it (from the relationship object to the company object) was by creating rules - is this the way to do it? or is there a better less complex way? 
(2) once we applied that criteria on the dashboard it automatically assigned that new scorecard to accounts that matched the criteria - we did not create a rule or trigger an action to do that - and actually want it to be a manual assignment by the CSMs.
is this the way the system should behave? if so, Is there a way to stop that?
if its not the way it should behave - How do I check why this happened and how do I change it? 
(3) Can scores from 2 scorecard roll into the same Scorecard widget report → Dashboard. 

Thank you 

R
Userlevel 1
Badge +3

Is there a way to add PowerBI dashboard into Gainsight?

jeremy_johnston
Userlevel 3
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1 more!

Discuss approach on how to create rules/dd logic that maps from Salesforce Account Team Member object (multiple records) to a single MDA Company record.

 

 

-JJ

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