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Increase the scorecard applying criteria

Related products:CS Scorecards
Jagari Das
  • Jagari Das
    Jagari Das

  • Gainsight Employee ⭐️
  • 1 reply

Hi Team,

Currently there is a limit on scorecard filters is in place to avoid complexity in scorecard configuration when the design was initiated.

Recorded Future reached out to Gainsight if there is any possibility to increase the scorecard filters as they may have specific scorecards for different types of clients which may require more than 5 filters.

Logging this post to bring this use case to product council to review the use case and add it to roadmap for future implementation.

6 replies

Forum|alt.badge.img+2
  • Expert ⭐️
  • 227 replies
  • June 26, 2023

Def agree we should have more than 5.

 

However, as a workaround can you just use a rule to define your logic and output a value.

 

So, in your rule you do your logic, if Company record = A, B, C, D, E, F, G, etc, and then you output “Scenario 1” or “Scenario 2” etc. Then in your SC you just filter for that one value.


saltamash
Forum|alt.badge.img+8
  • Helper ⭐️⭐️
  • 66 replies
  • June 27, 2023

+1 to the ask. Only 5 is way too less especially for enterprise customers having multiple LOB’s.

 

 


romihache
Forum|alt.badge.img+8
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 426 replies
  • June 27, 2023

We were just talking about this with @Molly.McQ! I would swear I voted for this idea before or at least talked about this limitation with our CSM.

It would be great if Currency data type could be selected too....We have a use case for two different scorecards if ARR is below/above X value but It’s not possible to use currency fields as criteria, so we had to find a workaround :/ 


Molly.McQ
Forum|alt.badge.img+2
  • Helper ⭐️
  • 70 replies
  • June 27, 2023

Yes, huge +1 to adding currency fields and expanding the applies to criteria! 


ChiragJ
Forum|alt.badge.img+1
  • Gainsight Employee ⭐️
  • 93 replies
  • July 17, 2023
No StatusAcknowledged

Forum|alt.badge.img+3
  • Contributor ⭐️⭐️⭐️⭐️
  • 27 replies
  • December 5, 2023

Currently, The DateCalculatedand Look-Up fields cannot be selected as part of scorecard criteria.

It would be good if Gainsight can allow us to use these fields in assigning the Scorecards.


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