Implemented

Make Scorecard measure weighting customizable

  • 12 November 2015
  • 1 reply
  • 46 views

Userlevel 1
It would be great to be able to customize the weighting I give to various scorecard measures on a per CSM basis.

I have strategic CSMs, who mark the Customer Relationship health score, which factors heavily into the overall health score, but is a manual update by nature.

I also have a 1:M CSM who only reaches out to her 100+ accounts via automation, and I don't want her manual Customer Relationship to factor into overall health, as it's not going to be updated consistently for her large volume of smaller accounts.

1 reply

Userlevel 6
Jennifer, thanks for your post. We working on a fairly significant upgrade to scorecards. 

Part of this enhancement, I believe, will address your use case. You will be able to define different scorecards for different segments of customers (e.g. enterprise/high touch vs lower touch). Please do look out for our customer release announcements over the next 3 - 4 months for an update. 

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