Hi There!
How can I track market events and how can I keep those events from changing the account health to red?
I have 2 use cases in which we want to be able to track market events:
Use Case 1: We have a client that tells us in 6 months from now, they won’t renew. Every month, any account that is at high risk, goes in red and then we report on it. Well, this account wouldn’t really be at risk since the risk is over, they aren’t renewing. How can we denote they are red because of a market event, not risk and how can we report on those market events so we can show what is happening in the business?
Use Case 2: We have a large account that says they aren’t going to renew 1 of 30 products. OR 1 of 30 products just got an FDA denial. How do we capture that event since it’s not really a risk? The account itself isn’t at risk but those contracts are. Is there a way to capture that in the Scorecard appropriately and how would we report on that?
Thank you so much!!
