Same measure, multiple scorecards
CS Reports & Dashboards
Does anyone know if there is a way to comingle values for score measures that exist in two different scorecards into the same report?
I have a CSM Sentiment score that now lives in two scorecards. It seems redundant to have to create two different reports to identify accounts where the CSM Sentiment is set. Hoping someone has found another way.
I have a CSM Sentiment score that now lives in two scorecards. It seems redundant to have to create two different reports to identify accounts where the CSM Sentiment is set. Hoping someone has found another way.
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Let me know if I understand correctly. There is a CSM sentiment score that is used in multiple scorecards...and you want to create a single report to see the 'current' sentiment score across all accounts (irrespective of the scorecard)? Since the data exists on two separate fact objects...you would need to create different reports (one for each fact object). As an alternative, you can use a rule to populate the score value of the measure onto the Company object & build a report on it.
What we need, though, is a way to put all the scores in one place, searchable, regardless of which scorecard fact table it belongs to. Requiring end users to use multiple reports to search for score values is cumbersome.
Can this be converted to an idea?
Any thoughts on if showing ALL the scores for ALL the various scorecards and types in a single grid would be more helpful or harmful? And considering that weights could be different, showing all scores on a single grid would raise questions about why two accounts with similar component values could have vastly different overall scores.
An example of how that table might look if accounts that don't share the same scorecard model are combined:
At the same time though, there has to be a way to make this more flexible than having to create a rule to copy the values from multiple scorecards to a single column on the Company object to try and accomplish what I'm trying to accomplish. This may be a workaround, but until that rule runs everyday, the CSM Sentiment on the Company object could potentially be stale.
See example below