IMPORTANT UPDATE
We have a plan to retire Scorecards 1.0 by February 15, 2021. After February 15th, users will not have access to the Scorecards 1.0 feature. Customers using this feature are requested to upgrade to 2.0 by that time. You can use the following resources to know about our plans, FAQs, and get started with Scorecards 2.0.

 

This guide walks you through setting up two rules to support a Company 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.