Outcomes: Quick Summary

The Quick Summary on the outcomes page provides the number of completed ideas, the number of selected ideas and the number of “other” ideas that do not reach these two criteria. The numbers provided are the all-time statistics for your community. Use this quick summary to monitor your progress in selecting and implementing ideas.

Outcomes: Completed and Selected Ideas:

The Completed and Selected Ideas graph allows you to easily track the outcomes from your community (in terms of number of ideas successfully implemented). To set up tracking of “selected” and “implemented” ideas go to Community Settings > Workflow > Funnel Management. Simply mark the stage as “selected” if it contains ideas selected for implementation or mark the stage as “completed” if it contains ideas for which implementation is complete. 

Once this is set up any idea in a selected or completed stage will be tracked within the Outcomes Report. It is important to make sure you mark every stage correctly, as incorrectly marked stages may end up causing ideas to have incorrect timestamps for when they were selected and/or completed.
 
To help understand how the timestamps are generated, we have provided detailed illustrations of the expected behavior below. This provides an in-depth breakdown of behavior, however for most customers it is sufficient to ask yourself “Do I consider ideas in this stage to be selected, completed or neither?” and make your selections for each stage accordingly. If you do that, you won’t go wrong. For those interested in the exact behavior, here is the breakdown:
 
 When any idea enters a selected stage we follow the following procedure. The basic behavior means that we will try to set a time for when the idea became “selected”, but won’t overwrite an older timestamp if we find it. We also check if the idea is marked as completed and will remove that timestamp if we find one. The designations “selected” and “completed” are considered hierarchical within IdeaScale and so it is assumed that any idea in a selected stage should not yet be marked completed. This is important to remember when moving ideas through your funnels, especially in cases where ideas are being moved “backwards”.

check if the idea already has a timestamp for when it entering a “selected” stage

if it does not, then set the selected timestamp for the current date

if it does, then leave to older timestamp in place

check if the idea has a timestamp for entering a “completed” stage

if it does not, no action is needed

if it does, delete the timestamp

When any idea enters a completed stage we follow the following procedure. The basic behavior means that we will try to set a time for when the idea became “completed”, but won’t overwrite an older timestamp if we find it. We also do a quick check to see if the idea was ever formally marked as “selected” and if not, we will simply consider the “selected” date to be the same as the “completed” date.

check if the idea already has a timestamp for when it first entered a “completed” stage

if it does not, then set the completed timestamp for the current date

if it does, then leave to older timestamp in place

check if the idea has a timestamp for when it first entered a “selected” stage

if it does not, then set the selected timestamp for the current date

if it does, then leave to older timestamp in place
 
 When an idea enters a “normal” stage (one that is not marked as “selected” or “completed”) any previously entered selected or completed times will be removed. In the normal functioning of a well configured community this should happen very rarely, but is worth keeping in mind if you or one of your moderators is ever moving large numbers of ideas around, especially if the direction of movement is “backward” relative to the normal direction of flow through your funnel. The procedure can be summarized as follows:
 
 check if the idea already has a timestamp for when it first entered a “completed” stage

if it does not, no action needed

if it does, delete the timestamp

check if the idea has a timestamp for when it first entered a “selected” stage

if it does not, then set the selected timestamp for the current date

if it does, delete the timestamp

Outcomes: Idea Leaderboard: 

The idea Leaderboard lets you sort ideas according to various metrics (or ‘score-types’) within IdeaScale. You can see which ideas got the most comments, which got the most votes, which ideas scored best in review stages and which ideas had the best ROI predictions assigned during estimate stages. Sort the table according to these metrics using the “Sort By” dropdown menu.
 You can filter the display by the year the ideas were submitted, the campaign of interest, authors of interest. You can also apply a filter to see only ideas with a specific custom field response.
 
 Finally, we offer a new “Smart Score” that combines scores from across all the stages enabled in your community to give a single normalized score that allows for effective comparison of ideas across your community.
 
One important thing to note is that the year filter in the idea leaderboard filters by the date the idea was submitted, not the date the idea was completed or selected. This means that the ideas included in each year will be different from those included in each year for the Selected and Completed idea graph and customers should not be alarmed if such differences are spotted.

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