Prioritizing the most valuable work to deliver to your customers is a challenge. You want to rank work objectively and make confident prioritization decisions backed by tangible data. The product value scorecard provides an intuitive way to estimate the value of feedback that will become work on your product roadmap. With product value scores, you can evaluate ideas based on research, data, and insights you already know. You can then use scores to prioritize what your team will work on next — so you can consistently deliver the most valuable functionality to your customers.
The product value score is often based on data you are already tracking in your Aha! account. For example, you can use the number of votes on an idea as the population value on your product value scorecard.
Some types of data, like votes, can change quickly and often. Scores can become outdated if they are not updated as new insights become available. If you are on the Aha! Ideas Advanced plan, you can automate your scorecard metrics to reflect the data you are already capturing in ideas (such as votes and other information you are capturing through custom fields). As you add and change data in your Aha! account, your scorecard metrics will update automatically — keeping your product value scores up to date and informed by the latest data.
Want to visualize the value you deliver to customers? The product value report shows you a summary of the value delivered at every stage of your product development journey so you can focus on delivering what customers truly care about.
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How it works
Automated scorecard metrics use fields in your custom layouts to calculate scorecard values. As your team updates those fields, the corresponding scorecard values update as well. You can automate metrics based solely on a field value or set rules to define possible values based on text fields. With automated metrics, product value scores are always based on the most current data. In turn, you can make informed, data-driven prioritization decisions grounded in what customers are telling you through ideas and other feedback.
If you want to update scorecards quickly when information that you do not store in ideas becomes available, you can override an automated metric manually. For example, let's say your Population metric is based on the number of votes on an idea in your ideas portal, but you also have a related idea that is affecting many customers who have not yet voted. You can manually change the population metric on your scorecard to override the automated value. If you change your mind, you can reautomate the metric at any time.
Configure your scorecard
Navigate to the User menu -> Settings -> Account -> Scorecards. You will need to be an administrator with customization permissions to do this.
Create a new scorecard or click Edit next to the scorecard you would like to change.
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Select Add metric, then click Create automated metric. Enter a metric name.
You cannot add automation to an existing metric. You must add a new metric with automation, then delete the metric you want to replace. Deleting the metric will also change existing scores, as it will permanently delete the values that had been entered for that metric.
If you create a new scorecard, remember that all previous scores will be permanently deleted when you make the new scorecard the default for a workspace. Please proceed with caution when choosing to create a new scorecard.
Select Idea next to Record type.
Select the Field you would like to use to populate the metric. You can use both standard and custom fields for calculations.
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Unsupported field types |
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If you use Aha! Ideas with the Aha! Roadmaps Enterprise+ plan, you can select multiple record types.
Define field values and automation rules
Select whether your metric is based on a Field value or Rules. If the field you selected in the previous step is not a numerical field, Rules will be selected for you by default:
Field value
Using a field value will populate the metric based on values entered into standard or custom number fields included on your ideas layout.
Only numerical fields can be used for field values. If you would like to use a text-based or pre-defined list for your automated metric, you will need to set an automation rule for your scorecard metric.
Rules
You can define possible values based on numerical fields or text fields (including pre-defined and editable choice fields) by setting scorecard automation rules. You can set a single rule or multiple rules for your metric.
To set an automation rule, enter a value for your metric and select the conditions you would like to produce that value.
Set fallback metric values
The last step to configure your automated scorecard metric is to set fallback values. These values will be used by default if your automation rules do not cover a specific situation or if a field is missing from a record.
Otherwise, <Metric name> is _____: The value you enter here will be the default value for the metric if rules do not address the value entered in record's field. For example, if you have multiple rules covering several ranges of numerical values, but the value entered in the corresponding field is outside of the ranges defined by your rules, the value you enter here will be used as the metric.
If the scorecard is applied to a record where the field is not available, <Metric name> is _____: The value you enter here will be the metric's default value when fields are either blank or missing from a record's layout.
Click Save to update your scorecard configuration. Then, delete any metrics that your new automated metric was intended to replace and make any necessary adjustments to your scorecard equation to ensure your calculations are up to date with your latest metrics.
Use scorecards with automated metrics
Once you have configured your scorecard to use automated metrics, your product value scores will continuously update based on the automated rules you added to your metrics.
If you need to override an automated scorecard metric to quickly and accurately update a product value score, open the scorecard, change the value for the metric, and click Update score. Change the score back to the automated metric by clicking Automate.