Scorecard 2.0 trend data on a monthly basis
We have accounts where information is only updated on a monthly basis. This makes the scorecard 2.0 trend look odd with blanks each month except for the first trend data point of each month. Can there be a way to set the frequency that the trend snapshots is set?
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In Scorecard2.0, the snapshot is taken on both a weekly & monthly basis. So if the data is updated only on a monthly basis, the data for all the subsequent weeks should show the same value (the weekly data should not appear blank). Would it be possible for you to share a screenshot of the issue?
Currently, in the C360/R360 section, there is no option to change whether the historical data is shown on a monthly/weekly basis. In reporting though, you can report on the monthly trends of the score. Also, in the C360/R360 section would you need the CSM to choose between Weekly/Monthly trend or would the admin want to configure it for some accounts (based on the scorecard set / any company attributes)?
I think it would be nice for the admin to be able to configure by measure, whether the data is monthly or weekly.
Have forwarded this to the engineering team to understand why this is happening.
Another question I had was If one measure in a scorecard has a score captured weekly & one measure has monthly, how should the rollups happen? (Or would all the measures in one scorecard be either monthly or weekly? )
I will have to give some more thought into the rollup behavior.