Scorecard View by Stage

  • 5 January 2016
  • 3 replies

Userlevel 6
Badge +5
  • Gainsight Employee: Golden Ruler
  • 316 replies
We have different teams working with customers based on where in the lifecycle a customer is. Not all of these customers have a CSM.

Is it possible to create a Scorecard view, similar to the one a CSM sees when logging in for their customers, based on stage?

3 replies

Userlevel 6
Hey Lane,

I believe we covered this in our 1:Many Admin meeting today.

Here is the link to this if you need it again.
Userlevel 6
Badge +5
Hi Evan,

We did cover this in the 1:Many Admin yesterday. However, today when I went to create another scorecard view, under "Layout" they were not available to pull into a layout. The ones I did yesterday have now disappeared from their layouts. 

Does this have to do with the release today?
Userlevel 5
Hi Lane,

Scorecards view disappearing from the layout should be fixed now. Please let me know if that is not the case.