Scorecards
Overview
We’ve
created a multi variation to our Scorecards based on the “Production Status” (attribute on GS Relationship object) of our accounts.
-
2
Scorecards
[list]
Scorecard
1: Focuses on onboarding metrics such as training, downloading software
and adds a higher weight on things you would expect to occur
pre-production. Many of the metrics in the pre-production state carry
over into the post-production scorecard
Scorecard
2: Removes the focus on training and downloads and put a higher weight
on metrics we associate with customers after they’ve reach "Production State".
Statement: When an account switches from pre-production to post production
it treats the metrics as entirely new. All of the metrics are wiped to
NA (both manual and data driven) and all of the history is not transferred
over. The majority of the metrics are the same and we are just reducing/re-weighting
the existing metrics as the customer moves through our lifecycle. [/list]
All the data of the previous scorecards will be present in the Scorecard History object. This would not be visible in the C/R360 scorecard section (as that displays the data of the current active scorecard). Would being able to see the data in a report help? (Or do you need to be able to see them in the scorecard section in 360)
Also, what scoring scheme are you using for the scorecards?
Regards