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Status Future consideration
Categories Ideas
Created by Max Robbins
Created on Nov 9, 2023

Automated idea scorecards with organization and revenue data

Who would benefit?

Customers with Salesforce integrations using Ideas Advanced currently can understand the revenue and value associated with each idea. This is typically used with prioritization, so adding this as an available automated scorecard metric would help teams easily prioritize based on customer interest.

What impact would it make?

Easier ways to bring customer revenue and value into prioritization decisions

How should it work?

Revenue of related organizations should be an available field when using automated scorecard metrics.

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  • Przemek Kulik
    Aug 6, 2026

    Surfacing data from organizations linked to ideas and using this data in score cards would be a great value add.

  • Eliza Crawford
    Aug 8, 2024

    This would be incredibly helpful. I am also trying to show the total revenue value tied to organizations that voted on the idea and I cannot show that value on the idea itself - I can pull it in as a field when reporting but it's not a standard field that I can display in the idea layout.

  • Mary Vanausdale
    Feb 23, 2024

    This is a pivotal metric. We can currently pull votes into scorecards, but if those votes are all from departed customers, or tiny accounts - that is a differentiator that should be accounted for

  • +1
9 MERGED

Automate idea scorecards based on organization data

Merged
We are embracing the Organization object, and have populated our organization records with various data points, including the ARR for each Organization. As part of our scorecard calculations we would like to include the sum of the ARR of or organi...
Alex Horan over 3 years ago in Ideas 0 Future consideration