US Admin Office Hours (Tuesday session) - 11/16/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Sorry I jumped in at the last minute during the call. I am seeing Overall Score cards being GREEN when the Adoption Measure (which is 60% of the score) is clearly Red or yellow. I don’t think my Overall Scores are updating properly.

Hello @anthonysabato -- I’ve checked into the open questions for you on your Horizon Analytics preview stage:

• On the “Used in C360”, I confirmed that what I thought was correct: only the source report in Reports will show as C360 until the final conversion.  Basically, in the HA preview, you can see Dashboard usage for the HA reports because those dashboards have ALSO been migrated for this Preview Period -- so the HA report is showing as “Used In” the HA Dashboard.   However, the HA report isn’t “swapped into” a copy of the C360 somehow - until the final conversion, it isn’t going to show up there.
• You can confirm that the Used In works by adding a new HA report to a C360 section . . . then you’ll see the “C360” notation for that report.
   
• On the frozen fiscal filters:  FY filters are supposed to continue working in HA, although I was only able to test in NXT environment and didn’t have a chance to confirm the SFDC Edition side.  Especially given the “frozen” issue, I recommend opening a ticket so they can look into it.

Hope that helps!

Scott

Thanks for the screenshot, @mbennett -- here’s my best guess without seeing it live (as another screenshot).  Basically, I’d check the Scorecard Settings for the type of scorecard you are using (RYG, A-F, or 0-100) -- have a feeling that you might have a mis-labeled group, or a too-large bucket configured.

See below screenshot from my test org -- if that doesn’t help narrow it down, jump on the Thursday session (I will post a thread for it soon) and we’ll take a look!

Yes I think my values are too low. Are your values more of the industry standard that you would recommend? If so I will change all of mine for all 3 scorecards.

@sdrostgainsightcom  Thank you. Yes that makes sense. And on the Fiscal date item, it seems you have to use the Group by to set the date filter. You cannot edit it like you would other filters. Seems odd but I figured it out ;) Thanks for the quick reply.