This document guides you through the setup and configuration of Account Scorecards, which are used to track Customer metrics, Key Performance Indicators (KPIs), or other measures of Customer Health.
Scorecards can be segmented by groups as well as optionally have weights applied to them to increase their representation.
Scorecards are visible on the Customer 360 Details view, or through a Dashboard as shown in the following image.
Scorecard - Dashboard View
Scorecard - Customer 360 View
To set up Account Scorecards, navigate to Administration > Account Scorecards. The following section describes the Scorecard creation wizards.
Perform the following three steps to create a Scorecard:
- Global Settings: Macro level settings for the Scorecard
- Grading Scheme: Methodology for scoring
- Measure and Group Configuration: Ability to add measure groups and measures. Groups can be utilized in a variety of ways such as making a group for "New customers", "Customers >1 Year" and "Customers >2 years"
- Enable Scorecard: If this check box is not selected, the Scorecard does not appear on the Customer 360 section.This option allows you to select if the Scorecard is active or inactive. .
- Enable Customer Level Rollup: If this check box is not selected, users will be able to input the customer level health score, as automatic calculation is disabled.
- Load Snapshot to Engagement every week: When this check box is selected, this feature allows you to take a snapshot every week or month (based on the date granularity in usage configuration) and store it in usage data. Once the snapshot is available, you can report on the data in the Engagement tab and from the scorecard section of the Customer 360 view. After you click Apply, a window is displayed that indicates the progress of the measure creation, field creation, and mapping process. This window should not be closed while in progress. Gainsight automatically maps the new fields to the Engagement measure. System Name and Color are determined dynamically. For more information about Scorecard History, refer to the Configure Scorecard History article.
- Enable history tracking with frequency: This option is used to reduce the noise in scoring history. When Enable history tracking with frequency is set at 24 hours, any changes to the score within a 24 hour period will not be added to the history. Rather, the current score value will be updated.
Important: Enabling history tracking option uses storage space in SFDC and might increase the data storage fees from Salesforce. It is advised to use Scorecards 2.0 as the history tracking data will be stored on MDA.
Numeric: 0 to 100
The numeric scheme allows you to score a measure on a 0-100 scale. These numeric scores can be color-coded based on the score ranges. Click the color block to change colors. Click + to add more ranges (that is, 90-80, 80-60, 60-40, 40-0).
Grading: A to F
The grading scheme uses six different grades, A to F, by default. You can, however, change the number of levels used in the grades by using + or -. The grade level can also be updated by overwriting the grade in the grade level column.
The color scheme uses three colors by default (Red, Yellow, and Green). You can introduce additional levels or modify the existing levels as needed by clicking + or -. Additionally, the colors can be changed by clicking on the color swatch you want to modify.
This step explains how you can create Measure Groups and Measures. You need to have at least one group before you can create a Measure.
You must enter the group name while creating a Measure Group and click ADD GROUP. You will see the newly created Measure Group and a template is presented for adding a new measure.
Enter the measure name, type, and the validity period to configure the new measure.
Type: You can create Manual, Automated, or SmartSign measure(s) as shown in the following image.
Validity Period Example
- Automated measures can only be set and maintained using the Rules Engine.
- Existing manual measures can be changed to the Automated type.
- After the existing manual scores are modified to automated scores, users cannot edit the scores manually.
- Scorecard comments continue to be editable by end users for both manual and automated measures.
Validity Period is used to identify the shelf life of a measure score. It provides indication on scores that are out of date. Entering 0 for validity period will mean there is no validity period.
Click the check box to save the measure as shown in the image above.
If the validity period expires, the scorecard measure displays a hyperlink that can be accessed by the user to update the measure score, or reset the measure score.
Step 4: Configure Help Text
Once saved, you can click Configure Help Text in order to provide guidance to the user for choosing the score.
Help text is displayed when the user selects a score with the score selector. The example above shows the help text from the configuration displayed in step 4.
Note: You can also click REMOVE SCORE if you find the score is not relevant anymore.
Step 5: Set Weights
After saving, you can also assign a weight to each measure. The weight is used to calculate the overall health score. Click the weight in a measure to edit it, or to make changes to multiple measure's weights as shown in the following image. Then, click SAVE.
The following image shows a few examples of how weighting is used in scorecard caculation. In Case #1, every single measure has a score. In Case #2, some scores have not yet been filled in.
Note: If all measure have 0 weight, they will be weighted equally. If some measure have a weight and other do not, the measures that do not will not be calculated into the overall score.
To ensure that the Scorecard is visible in the Customer 360 Details view, navigate to Administration > Analytics > CS360 Layouts.
Click the Edit icon (pencil) on the Scorecard section and select Show in Customer360.
Note: When you start populating Scorecard with scores, they can not easily be removed or moved between Groups. You will have to first remove the metric from any weight associated to it, and delete all the data from a the metric before removing it. For more help, contact Gainsight Customer Success team.
By default, scorecard measures are updated manually by Gainsight users. Gainsight offers the option for Scorecard Measures to be updated automatically based on the measure data upload. For more information about this topic, refer to the Rules to Automated Scorecard Updates article.