Share your questions and best practices on Gainsight Scorecards here
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How do you set up the CSM Sentiment measure on your scorecard? There are a few ways rattling around in my brain:CSMs manually set the measure score on a certain cadence Sentiment is derived using a custom field on Timeline that a CSM sets for logged activities and set automatically A combination of CSMs manually setting the measure and automatically setting the measure based on risk criteria (ie, at least 1 Risk CTA, or an At Risk opportunity) Something else entirelyAt the end of the day, my intention is to ensure CSM Sentiment is captured in the most efficient way possible, ideally without additional burden from CSM for manual data entry. We do automate some Risk CTAs today, and plan to have CSMs manually create Risk CTAs for certain identified risks as part of our risk review process. So, it’d be nice to leverage that. They also already set Opportunity stages to At Risk, so I’d like to use that as well (though I do want to be able to identify accounts trending At Risk even if the opp
I am trying to create a new scorecard for 2023 and run it along side our old scorecard method so that we can understand the differences prior to putting it into production. However, whenever I run the rules to populate measures for my new scorecard it is only updating accounts where I have gone into the Home → Scorecard and viewed the new “Rules 2023" scorecardIt appears like this new scorecard is not being created until an end user views it first which makes it really hard to compare old to new. Is there something I am missing about how to populate this Scorecard across all accounts?
We have trial customers, which we would like to have in Gainsight so we can see product usage. However, Gainsight requires that we associate it with a scorecard, so we would like to create an unweighted scorecard. We want it to be unweighted because we want to see some of our scorecard metrics (i.e., product usage), but because these aren’t paying customers, we don’t interact with them much, so we don’t want it to be included in the overall health score. It doesn’t appear there is a way to create an unweighted scorecard. Any suggestions?
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