Hello all -
Looking to build a field summary health dashboard that can be broken out by region (global filter). The very base of this will show a trending health score chart by week (red, yellow, green), and I'd like to create a couple different detail layouts below for accounts in yellow, red, renewal <180 days, etc. I know that you can click within each box to show you the detail you select, but I'm looking to make this as easy as possible for executive leadership that aren't in the platform very often.
Is there any way to show a detail view of GS Scorecard object with only the current score details without having to put in a global date filter? If using a global filter within the same dashboard this will affect the trending score by week graph. The only filters I can locate require you to select a custom date.
Any ways to combine these views in the same dashboard? Help is greatly appreciated!
Question
How to create detail report in dashboard that only looks at current week health score?
Hi Jake:
What objects are you sourcing on the dashboard currently? If you are using scorecards 1.0, the Current Score Value (only overall score) lives on the Customer Info object. This shows you the real time value for overall score. If you want to break this down by metric, it's a bit different. Let me know a few more details about the setup and I think we should be able to solve this.
What objects are you sourcing on the dashboard currently? If you are using scorecards 1.0, the Current Score Value (only overall score) lives on the Customer Info object. This shows you the real time value for overall score. If you want to break this down by metric, it's a bit different. Let me know a few more details about the setup and I think we should be able to solve this.
+1Hi Jake,
We cannot achieve this use-case with global filters. This can be achieved with custom filters. If a global date filter isn't necessary, you could set custom filters for each report accordingly and for the one in question, you'd set Week Label ="This Week". The only workaround which you already might know would be creating new dashboard.
NOTE: For Summer release we are planning to revamp the dashboard filters. You will be able to achieve above use-case after Summary release.
Please let me know if you need help in configuring weekly health score.
Thanks,
-Sairam
We cannot achieve this use-case with global filters. This can be achieved with custom filters. If a global date filter isn't necessary, you could set custom filters for each report accordingly and for the one in question, you'd set Week Label ="This Week". The only workaround which you already might know would be creating new dashboard.
NOTE: For Summer release we are planning to revamp the dashboard filters. You will be able to achieve above use-case after Summary release.
Please let me know if you need help in configuring weekly health score.
Thanks,
-Sairam
Sairam - if I use the GS Scorecards object and the following field criteria
show: count of account, by: overall score label. Filter: week label = last week (or this week)
It comes back with a result of No Data Found. Our week label format is an actual date - does this translate into "this week", "last week", etc?
show: count of account, by: overall score label. Filter: week label = last week (or this week)
It comes back with a result of No Data Found. Our week label format is an actual date - does this translate into "this week", "last week", etc?
+1Hi Jake,
The best way to create a detail report would be to build the report on the "Customers" object under "Gainsight Subject Area" using the Current Score fields. Like Scott already mentioned, this will work well as along as you just need the overall score.
https://mail.google.com/mail/u/0/?ui=2&ik=3fc0a13c1c&view=fimg&th=15c3de4e019d284d&attid=0.1&disp=emb&realattid=ii_15c3de4e019d284d&attbid=ANGjdJ80suWPX8LizWm9nVgbgbJGntIW5YDWuJX7wcabSz5qenSGt5NYgOrgdjDDZjtbqnXOuJmTEDur-OcXBA6BGb3Zbh9sWK1t-fJECRqtVdZFlqoNjMwp0nvoksY&sz=s0-l75&ats=1495687029430&rm=15c3de4e019d284d&zw
GS Scorecard can be used for trend reports as it holds a weekly trend (or a monthly trend based on your usage data configuration) of all scorecard measures including the overall health score trend. This is a much larger table since it holds one record per week per customer. If you are not building a trend report and just want the current score then reading it from Customers object would be easier and also more performant.
The moment you bring reports from 2 different sources into one dashboard (Customers and GS Scorecard), you will no longer be able to use a global filter. The Global filter enhancements that are targetted for our Summer release would allow for creating global dashboard filters that only apply to few reports on the dashboard and also allow creating global filter when reports from multiple sources are added to that dashboard.
In the short term, to give access to the executive team, you could optionally look at creating one dashboard per region (if the #regions are limited and this approach is manageable) and share links to all the dashboards.
The best way to create a detail report would be to build the report on the "Customers" object under "Gainsight Subject Area" using the Current Score fields. Like Scott already mentioned, this will work well as along as you just need the overall score.
https://mail.google.com/mail/u/0/?ui=2&ik=3fc0a13c1c&view=fimg&th=15c3de4e019d284d&attid=0.1&disp=emb&realattid=ii_15c3de4e019d284d&attbid=ANGjdJ80suWPX8LizWm9nVgbgbJGntIW5YDWuJX7wcabSz5qenSGt5NYgOrgdjDDZjtbqnXOuJmTEDur-OcXBA6BGb3Zbh9sWK1t-fJECRqtVdZFlqoNjMwp0nvoksY&sz=s0-l75&ats=1495687029430&rm=15c3de4e019d284d&zw
GS Scorecard can be used for trend reports as it holds a weekly trend (or a monthly trend based on your usage data configuration) of all scorecard measures including the overall health score trend. This is a much larger table since it holds one record per week per customer. If you are not building a trend report and just want the current score then reading it from Customers object would be easier and also more performant.
The moment you bring reports from 2 different sources into one dashboard (Customers and GS Scorecard), you will no longer be able to use a global filter. The Global filter enhancements that are targetted for our Summer release would allow for creating global dashboard filters that only apply to few reports on the dashboard and also allow creating global filter when reports from multiple sources are added to that dashboard.
In the short term, to give access to the executive team, you could optionally look at creating one dashboard per region (if the #regions are limited and this approach is manageable) and share links to all the dashboards.
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