What are best practices for analyzing the scorecard data to learn more about the health of the overall customer base? Are there any graphs / detailed SFDC reports based off of the scorecard object that worked well and you recommend?
I'm working on building a dashboard based on the scorecard data gathered in the C360 page. Some business questions I'm trying to answer are:
1) How many customers are at churn risk?
- By Industry
- By Segment
- By CSM
- By Renewal period
2) What are the top 5 reasons of why some customers are currently in Red
3) What's the monthly overall score trend
Any other examples of what works for others would be greatly appreciated. Thanks!