Calculate change in Health Score

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  • Updated 4 months ago
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We are looking for a way to calculate change in customer health score (overall). My basic research (I am not knowledgable in the area of MDA scorecard options) shows that the "Company" object has a "Current Score" and "Previous Score" value. This would imply that the data exists.

What I am looking to do is calculate the differential between these two field values. If it's a non-zero value, then do an action (TBD). 

My three questions:
  • Am I looking at the right fields?
  • How would someone calculate this in the nature described?
  • How can I capture both positive and negative values?

Thanks everyone!
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Ben, Champion

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Posted 4 months ago

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Pele

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Hey Ben,

This is totally possible just as you've described. 

In a bionic rule, you would have a dataset fetch from Matrix Data > Company– Current Score –> Score and Previous Score –> Score. (I would also include a filter for Previous Score –> Score ≠ Null, otherwise you'll get errors that the change in score is Null)

Then you can add a Transformation task and include a formula field with the expression: Current Score - Previous Score. This will account for both positive and and negative changes that you can filter for in Setup Action. (e.g. 'Change in score' > 10, do TBD action.)
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Ben, Champion

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Awesome, that worked great. Thanks for the help!
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Pele

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Solid– glad it worked out!