Report on trending scores by week in Scorecards 2.0
We're looking to generate a report that shows # of accounts/total ARR $ in each score label of scorecards 2.0 (I believe you could do this through 1.0).
As shown above there is a snapshot of each week's score so it should exist somewhere. My goal is to show a summary by current week vs. 4 weeks ago (ideally we're trying to show a month over month view).
In the reports section, I cannot seem to find the correct 'week' field to use in the by section. Here is what my report criteria should basically look like....
Show: count of accounts or sum of ARR $
By: [i]Week Label[i][i] (missing), Score bucket
As shown above there is a snapshot of each week's score so it should exist somewhere. My goal is to show a summary by current week vs. 4 weeks ago (ideally we're trying to show a month over month view).
In the reports section, I cannot seem to find the correct 'week' field to use in the by section. Here is what my report criteria should basically look like....
Show: count of accounts or sum of ARR $
By: [i]Week Label[i][i] (missing), Score bucket
Hi Jake,
Can you try the following in the report builder and let me know if it works?
- Source Object: 'Account Scorecard History'
- Show me field: Count of accounts / Sum of ARR
- By Fields: 'Snapshot Date' & 'Overall Score'
- Filter: 'Scorecard Name = <Name of the scorecard>' (if you want to show the trend based on the score buckets & not on the score value)
Regards,
Can you try the following in the report builder and let me know if it works?
- Source Object: 'Account Scorecard History'
- Show me field: Count of accounts / Sum of ARR
- By Fields: 'Snapshot Date' & 'Overall Score'
- Filter: 'Scorecard Name = <Name of the scorecard>' (if you want to show the trend based on the score buckets & not on the score value)
Regards,
Awesome - so it is in a separate MDA object rather than the fact objects. This gets me closer to where I need.
A couple follow up questions:
1) The score label colors do not cross over into this object - I'm getting a random assortment of colors. Has the enhancement been made to modify report chart colors? Any other workaround?
2) The scorecard name field is a long string of code rather than the actual scorecard names. It won't be difficult to derive which is which, but wondering if there's a way to change the load settings so that the actual scorecard name populates? Gainsight connect?
A couple follow up questions:
1) The score label colors do not cross over into this object - I'm getting a random assortment of colors. Has the enhancement been made to modify report chart colors? Any other workaround?
2) The scorecard name field is a long string of code rather than the actual scorecard names. It won't be difficult to derive which is which, but wondering if there's a way to change the load settings so that the actual scorecard name populates? Gainsight connect?
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