Ranking option in Rules

Related products: CS Rules & Permissions
In Reports you can select a ranking to show either the top X or the bottom X # of whatever metric you select. In the Rule Engine it would be great to be able to choose a ranking so that we can bring this logic into the health scores we have.





For example we are bringing in usage data and it would be great to run a rule saying the top 20 clients by usage get a green score and the bottom 20 clients get a red score. 





Currently the only way I can think of to do this (and I'm not sure it would work) is to bring in the usage data, create a report with the top 20 and then have some field in SFDC with a rule running saying if client is on the top 20 report automatically fill in the field as yes. Then have a Gainsight rule running that says if the field in SFDC = yes, apply the health score. 





This would be greta since we are planning to update the usage data weekly and it would be great to automatically have scores change for the top 20 and worst 20. Would be a great alternative to having just the report built. 





Does anyone know of another way to do this? 
Have you looked into using SmartSigns?


https://support.gainsight.com/Product_Documentation/Scorecards/Admin_Configuration/SmartSign_Overvie...





Excerpt from article:





How Are SmartSign Values Computed?


  • For each metric, get the data for 14 weeks if available. Newer accounts may have fewer weeks.

  • Compute a time weighted average of each metric, where recent weeks have a higher weight. (The weights are linearly decreasing from most recent, to the oldest, and the norm of the weights = 1). This means more recent usage counts for more when computing the scores.

  • Normalize each time weighted average metric by its selected normalizer. This ensures that we are comparing apples to apples.

  • Rank customers for each metric from best to worst (for some metrics higher is better, and for others lower is better). Unless the “more is good” is unchecked when setting up the SmartSign, we assume that higher values of a metric is better.

  • Use a customer sorting algorithm that takes into account the individual ranks for each metric to rank all customers. The rationale is that for each two customers, if customer A has a higher rank than B in more metrics, then customer A will be ranked higher.

  • We translate the rank into a score from 0 to 100 (no bell curve anymore). The score is just the percentile rank. If a customer gets a score of 20, that means they are better than 20% of the overall customer set for those metrics.

  • NOTE: When creating a SmartSign, if the metrics or columns that have been selected have 0's/blanks/nulls in more than 50% of the rows, an error will be generated: Your SmartSign "___" could not be generated because All Score Metric dropped after suitability check. This is a functionality of the SmartSign feature that has been included because scoring WILL NOT work properly in a case where all of the metrics/columns chosen are sparse. Edits can still be made as necessary to change the weight, or to change the measure that is being referred to.
Denise- would configuring Smart Signs allow them to run a rule to trigger a CTA for the 10 customers with the lowest usage? The use case here is to be able to "rank" customers usage data so they can run rule logic based on the customers that are the lowest or highest in usage  that week or month. Is there any possible way to do this today in the product?
Suggestion would be to calculate the SmartSign and then use the score to set the CTA rule.  It would be a percentile not an absolute ranking.  Reporting also allows you to do a ranking but that ordering cannot be used in Rules.
We would love this as well! Our leadership team is focused on the top 100 customers. We would like to create a CTA for those that qualify as the top 100 at the end of the month so that we can ensure all Gainsight information is up-to-date for when the data is pulled. 
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