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How to historically snapshot data to the MDA

  • 12 July 2019
  • 6 replies
  • 57 views

Userlevel 7
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Hi everyone -

Have you ever wanted to historically report on a customer's ARR over time, only to find that it's actually really hard to find that information since there's no historical record of it? How about trying to figure out the average amount of days your customers are in a certain lifecycle stage? Or trying to figure out who all the named CSMs have been on an account over the course of a year or two?

The easiest way in Gainsight to keep track of such information is by creating a snapshot table in the MDA. In this video, I explain how to set up an MDA object as well as a rule that can load to such a table. Please let me know if you have any questions in the comments below.




6 replies

Userlevel 7
@spencer_engel Thanks for sharing this here! Its has got great clarity on the use-case and awesome explanation. You are welcome to share a few more like this.

@All, Adding a few articles for your information.

https://support.gainsight.com/Data_Management/Managing_Data_In_Gainsight/Gainsight_Data_Management#Create_a_Gainsight_Object_manually

https://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Gainsight_Objects

Userlevel 7
@All, Please let know if at all you have a use-case in your mind? we can guide you here!

Userlevel 1

Thank you @spencer_engel ! I have a follow up question - I want to snapshot my Onboarding Scorecard at the time the stage switches from Onboarding to the next. I want to display this on a dashboard, but I want it to still look like a scorecard, as in with the colors and features when a unified scorecard object is displayed, how do I do this? Is there a type of field I have to select when creating the field to load to? We are looking to display on our Dashboard a component of ‘onboarded clients’ scorecards at the time they left onboarding stage. Thank you!

cc: @sdrostgainsightcom 

Userlevel 7
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Thank you@spencer_engel ! I have a follow up question - I want to snapshot my Onboarding Scorecard at the time the stage switches from Onboarding to the next. I want to display this on a dashboard, but I want it to still look like a scorecard, as in with the colors and features when a unified scorecard object is displayed, how do I do this? Is there a type of field I have to select when creating the field to load to? We are looking to display on our Dashboard a component of ‘onboarded clients’ scorecards at the time they left onboarding stage. Thank you!

cc:@sdrostgainsightcom 

Hi @ml2019 - Scorecard data is a little different because it’s actually set up to snapshot automatically in the MDA. You should be able to access this data via the Account Scorecard History object: 
https://support.gainsight.com/SFDC_Edition/Administration_and_Permissions/General_Administration/Scorecards_2.0_Module_Objects#Account_Scorecard_History_Object

 
Userlevel 1

Thank you @spencer_engel . Would I be able to make scorecard history of our onboarding scorecard look like the scorecard fact with the colors? Is there a way to display only the snapshots from the date the scorecard was switched (or the date the stage was changed)?

current live onboarding scorecard:

 

scorecard history report:

 

Userlevel 7
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Thank you @spencer_engel . Would I be able to make scorecard history of our onboarding scorecard look like the scorecard fact with the colors? Is there a way to display only the snapshots from the date the scorecard was switched (or the date the stage was changed)?

current live onboarding scorecard:

 

scorecard history report:

 

Are you able to change the aggregation to MAX your snapshot date? (click on the gear icon of snapshot date and choose MAX).

 

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