Is it possible to go back and see scorecard comments history?
None
We have a subjective score and our CSMs will regularly add/modify notes in the Scorecard Comments field. Do these get saved/stored anywhere so that a historical record can be referenced?
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
That is not possible right now. But with the timeline initiative which we are thinking right now , it is definitely planned for the future.
Thanks
Abhishek S
I did some digging, and I believe the answer is no, and that in order to do this, an Admin would have to create a new MDA table and create a historical record via a bionic rule that sources scorecard comments. Is this correct?
Please let me know if you have any other feedback or thoughts on this. Thanks!
We do not log historic comments in scorecard fact as well as history. It is there in our roadmap to support this feature but the timeline for the same is not short term. As of now , the approach would be to use rules to copy the scorecard comments on a periodic basis from scorecard fact table to a field in the custom MDA object and use it for reporting.
Thanks
Abhishek S
Is this still something on the roadmap? With the new scorecard 2.0 UI it looks like theres space for historical comments but I don't believe that is availble yet.
today. Any chance this is nearing availability on the roadmap? Love Scotty’s suggestion of a Timeline entry logged when the comments are updated.
Yes, the idea is to have scorecard comments be replaces by timeline (kindof similar to how each CTA has its own timeline, each measure would have its own timeline). A couple of questions on this:
What are your thoughts on handling the comments created via rules?
- Would it be an overload if a new timeline entry is created everytime the rule runs? Would it be better to only create a new entry when the score changes / create a new entrey every X days?
- Since these entries would also start showing up in the account timeline, what kind of filters would you need on timeline / other options?
Thanks
As for filters, I assume there would be some sort of "type" associated with the Timeline entries logged for Scorecards? (I would hope, though, that this Type would not show up in Timeline as one that can be manually created).
If the comments contain usage data, would they not change very frequently (and end up creating too many timeline entries?)
When you say "Let us pick the things that go into Timeline" - do you mean be able to define some rules as to what should be visible on the account timeline (everyting would be there in the scoreacard timeline but only few would show up in the account timeline) - maybe something like...only when score changes / score drops etc.?
Is that what you had in mind?
Sopmething like that? I'm not sure of the how, but I always find myself saying things like "man, I wish this event showed up in the timeline" or "I wish my boss could see that this thing happened in the timeline".
I would love to have Timeline Activity be a thing I can post to through a rule, I would love to have the historical context of why such and such score was such and such level at such and such a time, and that context seems easily gotten by having some kind of access to past comments other than through beachcombing the scorecard fact in a report.
As for crowding fears, I feel like today (your user testing might say otherwise?) there's too little info in service of a clean UI.
Scotty
Thanks for posting!
Thanks for brining this up, happy posting!
I believe this is released, right?@sai_ram