March 2021: 6:22 Release
Beta: Scorecard Widgets Designed for Clarity and Efficiency
In addition to the new Horizon Analytics, we have also redesigned and improved the look and feel of scorecard reporting with Scorecard Widgets.
Note: Starting with this release, early access to Scorecard Widgets has been rolled out in a Beta phase to the existing Horizon Analytics preview phase participants.
Admins can now configure Scorecard Widgets through the new Visualization tab on the Administration > Scorecard page. The Visualization tab is powered by the Horizon Experience and designed to be intuitive as well as consistent with other reporting features in Gainsight.
The enhanced Scorecard Widgets have new capabilities and tools which are designed specifically for scorecard data.
The following are some of the major advantages of the new Scorecard Widgets:
- New and improved User Interface based on the Gainsight’s Horizon Design System.
- Enhanced and redesigned Scorecard Report Builder pages.
- Alerts for stale scores and exceptions in reports and dashboards.
- The ability to highlight and filter for stale scores and exceptions in reports and dashboards.
- Unique icons for scorecard groups and scorecard measures to make them easily distinguishable.
- Easily separate manual measures, automatic measures, and groups.
- Create reports directly from the Scorecard administration page.
- Easy to use drag and drop functionality to build reports.
- The ability to freeze column widths.
- The ability to view comments and the “Last modified date” field in separate columns.
For more information on the new Scorecard reporting functionalities, refer to Beta: Scorecard Widgets Overview article.
Scorecards 1.0 Feature Retirement Plan
The Scorecards 1.0 feature will be retired as part of the 6.22 release. After the release goes live, users will no longer have access to this feature. Gainsight recommends customers to migrate all the existing 1.0 Scorecards to 2.0. For more information on Scorecards 2.0, refer to the Scorecards 2.0 Intro article.
October 2020: 6.18 Release
September 2020: 6.17 Release
July 2020: 6.16 Release
June 2020: 6.15 Release
With Scorecards 2.0, you can set a score for each Measure either manually or automatically through Rules Engine. Scorecards 2.0 provide you with the flexibility of using numbers, letters, or colors as grading schemes.
Scorecard Workflow Updated for Clarity and Efficiency
The Scorecard configuration UI is now enhanced to make scorecards more intuitive and easier to set up. To see the updated UI, navigate to Administration > Health Scoring > Scorecard. The new design has updated UI elements for improved readability and a few distinct enhancements:
- Dropdown Field for Company and Relationship Scorecards: On the Scorecard configuration page, we have separated the Relationship and company scorecard configurations to declutter information and ease consumption. Admins can now select to see only Company or Relationship related items using a dropdown field at the top of the page.
- Separate Tab for Measure Groups: Admins can now view, create, edit, and delete Measure Groups from the Measure Groups tab during Scorecard configuration.
This tab gives admins more direct control over Measure Groups and emphasizes their importance to Scorecard configuration.
Previously, admins selected measures to include in a group when configuring the associated scorecard. Now, when admins create a Measure Group, they must add all of the measures they want to include in the group across all scorecards. When they add the Measure Group to a specific scorecard, they can choose the measures from the group they want to include for that card.
For more information on the Scorecard configuration workflow, refer to Configure Scorecards 2.0 (Path).
Measure Weight Calculation Updated to be more Intuitive
Previously, admins configured weights at the individual measure level. This meant admins had to test weight configurations for individual measures in order to get the group measure percentage they wanted. It also meant if individual measures became NA, the weights for each measure group would change. Now admins can configure the weight of the measure group to the overall score, as well as the weight of each individual measure within the group. This means, instead of directly impacting the overall score, individual measure scores contribute to the group score, which then contributes to the overall health score. If individual measures become NA, their percentage is redistributed within the group and the measure group percentage remains the same. If all of the measures in the group become NA, then the group’s percentage is redistributed among other groups according to the same ratio as their existing percentages.
Enable Measure Weight Enhancements
New customers will automatically receive the new measure group handling method and the ability to create exceptions at the group level. But existing customers will have to enable this method via an admin feature toggle at the top of the Scorecard configuration page.
Note: The new framework handles NA scores differently. We recommend reviewing the impact before enabling. Enabling the feature toggle displays the following message:
When the new framework is enabled, the weights of individual scores automatically convert to percentages, but the settings for contribution to overall scores remains the same.
Admins can use the toggle to disable this feature and revert to the previous scorecard framework.
IMPORTANT: Admins have the ability to disable this feature only once. It can not be disabled again after it is enabled a second time. Disabling the feature toggle displays the following message:
If the feature is turned off, there is no change in scorecard calculations. The relative weight distribution for each measure would be the same, but all weights will be scaled to sum up to 100.
To view this enhancement after it is enabled, navigate to Administration > Health Scoring > Scorecard > Scorecards > click to edit an existing scorecard > Configuration.
For more information on configuring weighted measures, refer to the Configure Scorecard 2.0 Measure Weights article.
Create Exceptions at Group Level
Previously, admins could only configure Exceptions for a Scorecard’s Overall Score. This limited their ability to control how a score is set for measure groups beyond weighted individual measures. Now, admins can add Exceptions for measure groups as well as use conditions based on measure groups when configuring exceptions for the Overall Score. This gives them more granular control over measure group scores and the Overall Score. Only the measures within a particular group can be used to create an exception for the group.
Note: This enhancement must be enabled via an admin feature toggle. For more information on this process, refer to the Enable Measure Weight Enhancements section.
To add an Exception to a measure group, take the following steps:
- Navigate to Administration > Health Scoring > Scorecard > Scorecards > click to edit an existing scorecard > Configuration.
- Click Exceptions. The Configure Exceptions window is displayed.
- Click +Add Exception.
- Select the relevant measure group from the Applies To dropdown field.
- Define the Exception Rules.
- Click Save.
For more information on configuring Exceptions, refer to the Exceptions in Scorecards 2.0 article.