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Gainsight Inc.

Configure Scorecard 2.0 Schemes

This article is the third item in a series of Scorecard 2.0 configuration articles. Gainsight recommends you to refer the initial articles of the series and then start with this article.

This article introduces you to the Scoring Schemes present in Scorecard. You can also learn the process of configuring the scoring schemes.

The Scoring scheme determines the medium in which score for a Measure, Measure Group, and Scorecard is displayed. The three Scorecard schemes present are:

  • Numeric
  • Color
  • Grade

All the three Scoring schemes have some initial configuration. You cannot delete any scheme. You can only modify the scheme and set it as per your requirements. Each of the three Scheme has a Range and an associated Color. Range allows you to set a numeric interval (score range). Once you set the interval, you can add a Label for your Range and also select a Color to represent your Range. Health scores are assigned a color based on the Range in which the score lies. Once you configure all the three Scoring schemes, you can use any of them with your Scorecard. If you wish to view Scores at a very granular level, Gainsight recommends you to use the Numeric scheme. If you do not wish to have much granularity in your scores, you can use either the Color or Grading scheme.

To configure the Scoring scheme:

  1. Navigate to Administration > Health Scoring > Scorecard 2.0. The Scorecard Configuration window is displayed.
  2. Click the SCORECARDS tab.
  3. Click the Scheme settings icon. The Settings window is displayed.

1. Configure Scorecard Schemes.gif

Configure Numeric Scheme

The Numeric scheme ranges from 0-100. You can set multiple Range from 0-100. You can also set a Label for each Range. The Label value for Numeric scheme generally displays the range of values. However, you can change it to any string value of your choice.

To Configure Numeric scheme, enter the desired numeral as shown in the following image.

settings.gif

In the above image, three numeric Ranges are defined as shown in the table below:

Range Label Color
0-50 Bad Red
50-75 Good Yellow
75-100 Best Green
  • If your Score is 15, it is displayed in Red color on the C360/R360.
  • If your Score is 54, it is displayed in Yellow color on the C360/R360.
  • If your score is 80, it is displayed in Green color on the C360/R360.
  • If your Score is exactly 50, the lower Range is considered (0-50) and your Score is displayed in Red.
  • If your Score is exactly 75, lower Range is considered (50-75) and your Score is displayed in Yellow.

3. Color schema.png

Configure Color Scheme

The Color scheme uses Colors as a medium to represent the Score. The procedure to set Range in Color scheme remains the same as in Numeric scheme.

4. Color Schemes defines.gif

In the above example, four Color Schemes are defined:

Range Label Color
0-20 Worst 5. Red.png (Red)
20-50 Bad 6. pale red.png (Pale Red)
50-80 Good 7. yellow.png (Yellow)
80-100 Best 8. Green.png (Green)

If you select this scheme in your Scorecard and

  • If your Score is displayed in Red, it implies that your score lies in the 0-20 Range and has Worst Label.
  • If your Score is displayed in Pale Red, it implies that your score lies in the 20-50 Range and has Bad Label.
  • If your Score is displayed in Yellow, it implies that your score lies in the 50- 80 Range and has Good Label.
  • If your Score is displayed in Green, it implies that your score lies in the 80-100 Range and has Best Label.

Color scheme does not display any numeric value. However, when the end users hover the mouse on the Score, (on the 360 page) they can view the average value of the Range. For instance, when you hover your mouse over the yellow score, you can view the average value for yellow Range. {(50+80)/2}= 65

9. average value.gif

Configure Grading Scheme

The Grade scheme uses letters and colors as medium to display Scores. The procedure to set Range in Color scheme remains the same as in above cases. You can use letters as the Label for different Range.

10. Settings.pngIn the above image, six Ranges are defined. So, if you use this Scheme and

  • If your score is F, it is displayed in Red.  
  • If your score is D, it is displayed in pale Yellow.
  • If your score is B, it is displayed in light Green
  • If your score is C, it is displayed in Orange

Grade scheme does not display any numeric value. However when you hover your mouse on the Score, you can view the average value of the Range. For instance, when you hover your mouse over the C score, you can view the average value for C Range. {(60+80)/2}= 70.

11. C Range.gif

Scorecard Snapshot

The Enable Snapshot check box is selected by default. Gainsight strongly recommends that you do not unselect this check box. When this check box is selected, Score snapshots are captured on a weekly and monthly basis. This helps you in analyzing past scores and building reports. To learn more about Scorecard Snapshots, refer the Scorecard Snapshots article.

Scoring Scheme Definition Object

The Scoring Scheme Definition is a System object which holds all of the possible scores, their labels and associated colors, for all the three Schemes. For example, if you have configured the Numeric Grading scheme, and if the Range is set as follows:

Range Label Color
0-50 Bad Red
50-100 Good Green

In the above example, only two Ranges are defined for the numeric scheme, but the possible score values can range from 0-100, since the upper limit is 100 and lower limit is 0. So in this case there are 100 unique possible scores which can exist for the Numeric grading scheme. Apart from the Numeric scheme, data is also stored for the other two schemes. The Scoring Scheme definition object stores its values as shown below (numeric scheme).

GSID Score Label Color Range From Range To
A1ja2n3 0 Bad Red 0 50
Ba2s23w3 1 Bad Red 0 50
C3d5f6t5 2 Bad Red 0 50
1swaq4r5 3 Bad Red 0 50
q2w34er4 4 Bad Red 0 50
6tgreswq 5 Bad Red 0 50

The Data for numeric scheme is stored as shown above, up to the value 100. Every Score has a unique GSID (GSID mentioned above are fake).

The Current Score and Previous Score fields of the Company object have a lookup to the GSID field of this table and the Score is fetched from this table. For instance, if a Company’s Current Score is 5, it will have lookup to GSID 6tgreswq of this table and fetches all values from this table.

12. Configure Scorecard Schemes1.png

You can now report on the Company object and display its Current Score and Previous Scores.

13. Oject.gifWhen you Run the report, the scores are fetched from the Scoring Scheme definition object and the report is displayed as follows. (field names changed)

14. Fields name.png
 

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