How do you apply a scorecard to a single account?

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We are attempting to update our health scoring system to the DEAR model from Gainsight Elements. I have it all made up, but I’d prefer to test it on a handful of accounts before applying it to the other 15,000.

I am trying to use the “Applies To” section of the scorecard settings, but it cannot seem to override the default one. Maybe it’s me, or is here something I’m missing?

Has anyone done this sort of transition with 2.0?
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Ben, Champion

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  • confused

Posted 3 weeks ago

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Aditya Marla, Employee

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Hi Ben,

If multiple scorecards are applicable to an account  and if the "Default Scorecard" is one among them (and if none of the applicable scorecards are already active for the account) then the "Default Scorecard" is applied 

There are two ways you can make the DEAR Scorecard active for accounts:

1) If they are few accounts, you can manually change the active scorecard for those accounts
2) Update the 'applies to' logic of the "Default Scorecard" so that it does not apply to the accounts where you want the DEAR scorecard (Eg. for the DEAR scorecard, the logic is Accounts with ARR <X.....then for the Default Scorecard update the logic to ARR>X)

Let me know if this works for you