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Allow More Scorecard Exceptions

Related products:None
  • November 2, 2017
  • 7 replies
  • 120 views
Julian
  • Julian
    Julian
spencer_engel
Right now, I have a customer who would like to heavily leverage scorecard exceptions, but they ran into a limitation in which you can only add three criteria per exception and five exceptions total. It would be nice to expand this capability, especially for customers looking to implement more advanced logic and/or have a lot of scorecard measures.

    dan_ahrens
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    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • November 2, 2017
    Hey Spencer, can you share a little more detail around the use case that would drive the need for more than three criteria per exception and more than 5 exceptions total?
    VP of Customer Success at Forcepoint
    hardik_mota
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    Hi Dan,

    One of my customer is also looking for increase in the limit of scorecard exceptions. Below is the use case:

    Customer created a Gut check measurement to override all other measurements on the scorecard if one of the CSM's on an account changes the Gut Check measure. There is a limitation of only 5 exceptions per score card, I am using 4 already. We were going to create an exception for each scorecard color, we have 5. We are unsure how I can make the Gut Check exception work in this case? .

    Best,

    Hardik

    Hardik
    dan_ahrens
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    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • June 25, 2019
    Hi Hardik,

    This is easily solved by creating a manual measure that is weighted at 99.9% and normally set to N/A, meaning the score value would not be used in calculating overall score.

    But if the CSM sets the gut check score to a value, it now effectively overrides all the other scores due to the weighting. Setting it back to N/A will restore normal conditions.

    This is probably the best way to accommodate a manual measure that would be used in an override condition.

    VP of Customer Success at Forcepoint
    jeremy_johnston
    hardik_mota
    2 people like this
    • jeremy_johnston
      jeremy_johnston
    • hardik_mota
      hardik_mota
    hardik_mota
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    Thanks for the reply, Dan!

    I think this should help customer as per the use case.

    Best,

    Hardik

    Hardik
    R
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    Hello Everyone,

    Happy to announce that your request has been considered and included as part of the v6.15 release. You can now delete Opportunity Records from GS Opportunity. Admins can now add Exceptions for measure groups as well as use conditions based on measure groups when configuring exceptions for the Overall Score. This gives them more granular control over measure group scores and the Overall Score. Only the measures within a particular group can be used to create an exception for the group.

    This feature is implemented in both SFDC and NXT versions.

    Thanks for posting!

    justinduffell

    It appears there is still a limitation of 5 override measures per scorecard. Has this been increased? We have 5 active override measures and look to add several more.

    david_narunsky
    1 person likes this
    • david_narunsky
      david_narunsky
    david_narunsky
    • david_narunsky
    • Contributor ⭐️⭐️⭐️
    • March 24, 2022

    Hi Rakesh! @rakesh_lingala Based on the original request, it looks like the admin is trying to add more than three criteria per exception. We would like to do the same. We’re currently on SFDC and I was unable to add more than three. Was this supposed to have been updated in 6.15 or was that related to a different issue?


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