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Set up Scorecard Optimizer Data in Orgs With Renewal Center (Beta)

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Gainsight NXT

 

Note - BETA Article

Please note that this is a BETA document. You might notice changes in the final version of this document.

If you have any feedback, feel free to share with us at docs@gainsight.com.

 

This article guides admins on setting up data before running Scorecard Optimizer with Renewal Center purchased as an add-on in their orgs.

Overview

Scorecard Optimizer utilizes renewal data and customer data (across Adoption, Surveys, Support, and Timeline) to provide recommendations. As an admin, you can set up the data required by the optimizer using the Optimizer Data option in the Scorecard admin page.

Prerequisites

To ensure that Scorecard Optimizer provides optimal recommendations, Gainsight recommends you to provide the following data:

Data Type / Scorecard Type New Scorecard Existing Scorecard
Scorecard History NA 12 to 18 months of data is recommended.
Renewal Data (Opportunities)
  • 12 to 18 months of data is recommended.
  • Opportunity data should be of Booking Type = Renewal and Stage = Won/Lost
  • 12 to 18 months of data is recommended.
  • Opportunity data should be of Booking Type = Renewal and Stage = Won/Lost
Customer Data (data types are Adoption, Surveys, Support, and Timeline)
  • 12 to 18 months of at least one data type is required.
  • (Optional) More data types for optimal recommendations.
 (Optional) For new measure recommendations.

Notes:

  • For Scorecard Optimizer to generate effective results, providing 12 to 18 months of data is highly recommended. It is not a mandatory requirement.

Data Eligibility to Generate Optimizer Results

The Scorecard Optimizer conducts specific checks at the scorecard level to determine if the provided data is sufficient to generate results. These data eligibility checks assess whether the model can successfully generate optimizer results or not.

  • Data Eligibility Check for New Scorecards:

  1. Identify company records that meet the scorecard criteria.
  2. Fetch opportunity data within the selected time frame from these records. Opportunities in the "Renewal" booking type and in "Closed" stages (both won and lost) are considered.
  3. Collect customer data from various categories—Adoption, Surveys, Cases, and Timeline—for the company records considered in step 2. The data from each category should cover a specific date range prior to the 'Renewal Closed Date' minus the 'Prediction Window'. 

A minimum of 30 eligible records is required for the model to generate results successfully.

  • Data Eligibility Check for Existing Scorecards:

  1. Identify company records that meet the scorecard criteria.
  2. Fetch opportunity data within the selected time frame from these records. Opportunities in the "Renewal" booking type and in "Closed" stages (both won and lost) are considered.
  3. Fetch scorecard history to identify eligible company records for the companies considered in step 2. The 'Overall Score' from the scorecard history for each company is considered from a specific date range prior to the 'Renewal Closed Date' minus the 'Prediction Window'. 

A minimum of 30 eligible records is required for the model to generate results successfully.

Set up Optimizer Data

To set up the data required by Scorecard Optimizer:

  1. Navigate to Administration > Scorecard. The Scorecard 2.0 page appears.
  2. Click Optimizer Data. A slide-out panel appears.
  3. In the Renewal Data tab, the following steps are available and pre-populated with data based on the configuration in Renewal Center:
    1. Data Import: In this step, you can view the number of records available and the time frame of these records. To make changes in the records, click Renewal Center to navigate to the Renewal Center administrator page.
      Scorecard 2024-01-19 at 2.19.41 PM.jpg
    2. Data Mapping: In this step, you can view the Stage Mapping and Booking Types configurations defined in Renewal Center. Stage Mapping displays the type value of stage names for renewal opportunities, and Booking Types displays the fields and their values selected to identify renewal opportunities. To make changes in Stage Mapping and Booking Types, click Renewal Center to navigate to the Renewal Center administrator page.
      Scorecard 2024-01-19 at 2.25.09 PM.jpg
  4. Click Next.
  5. In the Customer Data tab, the following sections are available and pre-populated with data, if available:
    • Adoption: In this section, you can view the total number of usage data records and the time frame of these records. Adoption usage data considered belongs to the Adoption Explorer project with the highest number of records. If no data is available, then you must create a new project in Adoption Explorer to import usage data. Click Add Data to navigate to the Adoption Explorer page. For more information on how to create a project, refer to the Create New Project section of the Projects and Project Settings article.
    • Surveys: In this section, you can view the total number of records in the NPS and CSAT Survey Response objects and the time frame of these records. If no data is available, click Add Data to navigate to the Surveys Connectors page.
    • Support: In this section, you can view the total number of records in the Case object and the time frame of these records. If no data is available, click Add Data to navigate to the Cases Domain Connector page.
      Set up Scorecard Optimizer Data in Orgs With Renewal Center (Beta) 3.jpg
  6. Click Finish. Data setup is complete.