I have a request for enhancement coming out of the rolling out Scorecards 2.0 deployment.
- We’ve created a multi variation to our Scorecards based on the “Production Status” (attribute on GS Relationship object) of our accounts.
- 2 Scorecards
- Scorecard 1: Focuses on onboarding metrics such as training, downloading software and adds a higher weight on things you would expect to occur pre-production. Many of the metrics in the pre-production state carry over into the post-production scorecard
- Scorecard 2: Removes the focus on training and downloads and put a higher weight on metrics we associate with customers after they’ve reach "Production State".
- Problem Statement: When an account switches from pre-production to post production it treats the metrics as entirely new. All of the metrics are wiped to NA (both manual and data driven) and all of the history is not transferred over. The majority of the metrics are the same and we are just reducing/re-weighting the existing metrics as the customer moves through our lifecycle.