Report on new accounts in certain scorecard buckets (red)

  • 2
  • Question
  • Updated 10 months ago
  • Acknowledged
I'm brainstorming on ways that we can report on new accounts that are entering our "red" and "orange" health score buckets (our 2 lowest buckets), and coming across some issues.

We look at health scores on a month over month basis, given that we don't have data changing on a daily basis. The goal is seeing accounts that are red/orange this month and were not last month. 

- One option is to create CTA's for accounts entering these buckets, and then reporting on these CTA's each month. This is my current strategy, but requires a little set up and not sure how it would hold long term.

- Are there any other best practices out there for managing this type of procedure on a less frequent basis than weekly?
Photo of Jake Smith

Jake Smith, Champion

  • 1,532 Points 1k badge 2x thumb

Posted 10 months ago

  • 2
Photo of Jake Smith

Jake Smith, Champion

  • 1,532 Points 1k badge 2x thumb
Replying to my own thought...

Option 1 probably works, but if it is firing for a bunch of smaller accounts that aren't actively managed the system can get cluttered and these could sit out there. I'm scratching this.

Option 2: My new thought is to create an MDA with current score and previous month's score fields. The first X day of each month (when the snapshot is pulled that week), wipe the table and upload current month and update previous month score. Issues I'm encountering:
  1. Hard to automate the 'previous month' score load without changing the date every time & I'm not 100% sure this type of MDA load will work. If it's only monthly, the manual run of this data wouldn't be too labor intensive.
  2. my Account Scorecard History snapshot date doesn't have an associated score with it (seems to be broken)
Thoughts :) ?
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 24,802 Points 20k badge 2x thumb
Hi Jake,
I'd personally go with option 2. You could have a custom MDA table that had previous month, current month and difference fields.

At the start of each month, use a rule to copy the current month data to the previous month field; a separate rule to copy the current score to the current month field and the difference field is a formula field (auto updates). 

Then for reporting you can filter based on accounts that have a non zero difference field.