Organize Scorecard Measures into folders in Scorecard 2.0 config

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  • Updated 3 months ago
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The ability to group scores in Scorecard 2.0 is awesome, as is the ability to have multiple scorecards at the Account or Relationship level.

Unfortunately the more measures you create, the more cluttered your Scorecard 2.0 measure confguration view gets.  Organizing them into folders, similar to how reports and dashboards work sure would help.

If anyone knows of another way to organize them (aside from Naming conventions - I don't want a category to show on the CSM Scorecard view) please share!
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Jeff Kirkpatrick, Champion

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Posted 3 months ago

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Sai Ram Pulluri, Official Rep

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Hi Jeff, How many Measures you are adding?

We are thinking of moving out of the card approach in Measures listing page and display them as Tabular view. Will that help?

Thanks for sharing