Not Planned

DS Likelihood being added to main scorecard

  • 4 September 2019
  • 1 reply

Userlevel 6

It would be great to be able to add the DS likelihood score to the main customer health scorecard.

  • what if there are multiple opportunities? The DS likelihood seems to be calculated at company level, so should be fine?

  • Is this a never ending loop? Health score is used in the DS likelihood, so need to be sure we don't start a never ending calculation of health scores

  • Would be great if this metric just automatically became available and was auto updated, rather than having to use a rule, etc.

1 reply

Userlevel 3

DS Likelihood is intended to predict the likelihood an opportunity would be won. Not at the account level. It is automatically updated. We do draw from Customer Health score, so it would be kind of a loop to include it in there as well...