ClientSuccess

Watch a video on designing a SuccessScore scorecard in ClientSuccess that drives non-linear goals and measures customer health beyond simple metrics.

Designing a Scorecard that Helps Drive Non-linear Goals

Learn how to enable and configure the Scorecard module in ClientSuccess to track weighted, non-linear goals and milestones for a 100-point client score.

How to Configure Scorecard

Learn how the Scorecard app tracks weighted, non-linear adoption milestones across all clients and how to enable it and feed it into your SuccessScore.

Using Scorecard

Articles for the Scorecard app in the customer detail view

Scorecard

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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