Allow Currency Type field to be used in Scorecard 2.0 "Applies to:"

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  • Updated 4 months ago
When configuring multiple account scorecards, in the "Applies to:" section, you can select from picklist, number, string, and boolean data type fields. It would be useful (for me at least) if currency was also a support field type. 

There are ways I can get around this, by using some other available filters, but it would be great if I could apply a scorecard to an account or relationship based on their ARR or ASV. 
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Pele

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Posted 4 months ago

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Samantha Braastad, Champion

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I would actually expand this to also include User fields. We have additional metrics that we would like to apply to our 1:1 owned accounts vs our 1:Many owned accounts but are not able to differentiate those today though the scorecard logic. 
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Aditya Marla, Employee

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Thanks a lot for sharing this.

Hi Pele,

Regarding the currency field do you want to have different scorecards based on revenue (ARR/ASV)? For that would you have any bands/ranges over which they apply? 


Hi Samantha,

Could you provide some more details on your use case? Would the details of whether the account is a 1:1 / 1: many reside in the Company Object? Would the scorecards change based on some User properties?   

Regards
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Pele

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Thanks for the response Aditya! 

In this instance particular instance, the filter I was needing to apply fell just between one of our revenue bands. I solved for this by creating a new number field that referenced our ASV field and applied the filter I wanted. So, nothing show-stopping, but including currency type as an available filter would remove the need to create an additional field that just references another. 

Cheers,
Pele