Ability to exclude Lifecycle Stage from Customer Health Score once a customer moves to another stage and re-allocate that %

  • 19 March 2018
  • 1 reply

Userlevel 4
Request to determine the ability to exclude Implementation from the the Customer Health score once the customer is in Operation/Expansion and potentially reallocate that % to another metric.

1 reply

Userlevel 5
Badge +3
Thanks for the post.  Have you looked at using multiple scorecards for this use case?  You could build a second scorecard that has only the items that you want, correct percentages, etc.  and then automatically switch to it when the customer or relationship goes to the appropriate stage.   See the docs for more info on how this works.