Report on "stale" scorecard measures
None
Some of our scorecard measures (the ones that folks populate manually) have a validity period set, and if the measure is past it's validity period, an alarm clock icon shows on the measure. This icon only shows on the C360 view of the scorecard, but isn't available in a Dashboard view or in a Gainsight Report, as far as I can tell.
It would be great to be able to show which measures are "stale" so that our users could quickly and easily find which measures they need to update, and create some reports around this. I think all you'll need is a formula field on the Scorecard Fact object that compares the Score Last Modified Date field to the Validity Period field on the Scorecard Metric object.
It would be great to be able to show which measures are "stale" so that our users could quickly and easily find which measures they need to update, and create some reports around this. I think all you'll need is a formula field on the Scorecard Fact object that compares the Score Last Modified Date field to the Validity Period field on the Scorecard Metric object.
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IF (
AND (
JBCXM__MetricId__r.JBCXM__IsActive__c,
NOT(JBCXM__MetricID__r.JBCXM__IsGroup__c)
),
IF (
JBCXM__MetricId__r.JBCXM__ValidityPeriod__c != 0,
IF(
(TODAY() - DATEVALUE(JBCXM__LastScoreModifiedDate__c)) >
JBCXM__MetricId__r.JBCXM__ValidityPeriod__c*7,
True,
False
),
False
),
false
)
We are working on a major upgrade to scorecards and will definitely consider this feature request. Stay tuned for further updates.
Thanks,
Sumesh
Is that a good idea, or will it clutter up CTAs? Seems to me the Reps should review the score when they are taking other actions on the Account.
Any update on being able to report on stale measures?
Would using "Last Modified Date" work to get the report you need?
hth - twix
We are adding that capability in Scorecards 2.0. As of August release , for relationship scorecards , when you configure mass edit view report, you can see the stale scores. The exclamation mark as you see as part of the scorecard will be the indicator for stale scores. The same functionality will be available for Scorecards 2.0 for Accounts when we release this(October expected tentative).
Thanks
Abhishek S
My bandaid fix: I've added a 2 components to the bottom of our CSM scorecards: 1 that shows all out of date scores by account so they can at least scroll to the bottom of the scorecard view and see which accounts need updates. The other is a pie that shows what percentage of their scores are out of date. It's better than nothing but still kind of clumsy. I used a checkbox to indicate when stales are score and the True = Fresh; False = Stale thing confuses some users.
Is there any update on this?
This feature will be available as part of horizon Analytics, which will be rolled out in a phased manner starting next month.
Regards,
Shantan
This would still be cool