This guide walks you through setting up two rules to support a Compnay Risk Scorecard measure in Gainsight. These rules support Gainsight’s Risk Management Framework for Scorecards. The company scorecard is used to bring visibility to customers who are experiencing a sponsor change.  This process assumes you have created a Scorecard measure for Company. In this example, we’ll be using Gainsight’s Risk Management Framework to update the company scorecard - CTA - Risk - Sponsor Tracking Notification will negatively impact the company scorecard, and a ‘flagged’ risk CTA will drive the sentiment scorecard to red.

Vault Assets

In this example, we suggest downloading 2 Rules assets from Vault to guide you in the development of your Scorecard rules.

Rule #1 - Company Score Green

  • Object: Account
  • Show
    • Account::Id
    • Account::Account Name
  • Filters
    • Customer Info::Status | includes | Active

Rule Action

Action 1

  • Action Type: Set Score
  • Select Measure: Company
    • Note: This should be the scorecard measure that you set up for Company Risk
  • Set Score from: Choose the Green value
    • Comment (optional): It’s helpful to add comments that add clarification for why the score was set to this color.

Rule #2 - Company Score Yellow & Red

  • Object: Call to Action
  • Show
    • Account::Id
    • Account::Account Name
    • Call To Action::IsFlagged
  • Filters
    • Call to Action::Reason | includes | Company Risk
      • Note: Replace this with your CTA Reason for a Company Risk
    • Call to Action::Status | excludes | Closed
      • Note: Replace this with your CTA Statuses that are ‘Closed’
    • Customer Info::Status | includes | Active

Rule Action

Action 1

  • Action Type: Set Score
  • Select Measure: Company
    • Note: This should be the scorecard measure that you set up for Company Risk
  • Set Score from: Choose the Yellow value
    • Comment (optional): It’s helpful to add comments that add clarification for why the score was set to this color.
  • Criteria: Call to Action::isFlagged | not equal to | true

Action 2

  • Action Type:Set Score
  • Select Measure: Company
    • Note: This should be the scorecard measure that you set up for Company Risk
  • Set Score from: Choose the Red value
    • Comment (optional): It’s helpful to add comments that add clarification for why the score was set to this color.
  • Criteria: Call to Action::isFlagged | equal to | true

Working on Challenge B7?

After you complete this exercise, you can continue to this tutorial on building reports for sponsor tracking.