Scorecard Timeline Activity Feed

Overview

Timeline Activity serves as a record of business interactions for Customer Success Managers (CSMs) and admin users. These activities can also be used in Scorecard features. Timeline Activity in Scorecard replaces the traditional Scorecard comments feature and provides users with rich text media and text formatting options.

Timeline activities are available in the following Scorecard features

• Log a Scorecard Timeline Activity from C/R360
• Log a Scorecard Timeline Activity from Mass Edit

Limitation

• The Timeline section in the measure slide-out panel on the C/R360 page displays auto-logged Scorecard activities from the past 8 weeks only.

Log a Scorecard Timeline Activity from C/R360

To log a Scorecard activity from the C/R360 page:

1. Navigate to the C/R360 page of the company or the relationship.
2. Click the Scorecard tab.
3. Click the manual measure for which you want to change or renew the score. A slide out panel appears.
4. Click Renew. You can also click the Add Activity button to log an activity.

5. In the New Activity dialog box, enter the activity details. For more information, refer to the Create or Log an Activity section in the Log Activities to Timeline article.

6. Click Log Activity. The logged activity appears in the Timeline section of the slide-out panel.

Log a Scorecard Timeline Activity from Mass Edit

To log a Scorecard activity from the Mass Edit report:

1. Navigate to Administration > Analytics > Scorecard Widgets.
2. From the Report Name column, select the mass edit report.
3. Click Run Report.
4. From the measure column, select the manual measure score of the company for which you want to change or renew the score. A slide-out panel appears.
5. Click Renew. You can also click the Add Activity button to log an activity.

6. In the New Activity dialog box, enter the activity details. For more information, refer to the Create or Log an Activity section in the Log Activities to Timeline article.

7. Click Log Activity. The logged activity appears in the Timeline section of the slide out panel.

Points to Consider

A list of important points to consider regarding Scorecard activities in Timeline:

• You can create a Scorecard activity from the Scorecard tab in C/R360 for a measure or the overall score.
• When you create a Scorecard activity, the current score of the measure or the overall score is captured.
• You can view but cannot edit activities created by other users. You can edit only the activities you own.
• You cannot create Scorecard activities from the global Timeline page or the Timeline tab in C/R360.
• Manually created Scorecard activities by you and other users are displayed on the global Timeline and C/R 360 Timeline pages.
• Scorecard activities created by a rule are displayed only in the Scorecard section and not on the global Timeline or C/R360 Timeline pages.
• Scorecard auto-activities created by the Set Score 2.0 rule action are logged as the Activity Type “Update.”

Additional Resources

• Edit Scorecards with Mass Edit Report
• Set Score 2.0 Action Type (Horizon Rules)