Business Review Settings

Create your own customized meeting types using the Business Review Settings module in LCI

This article gives instructions for creating meeting types and setting a default meeting type.


To begin, select Account Settings found under the Administration heading in the vCIO navigation menu.



Select the Business Review Manager tile.



From the Business Review Manager main window, select the Settings page from the drop-down page selector in the upper-right corner of the page.

The current list of meeting types is listed in the table.   



To add a new meeting type, select the Add New Icon at the top of the table.



Enter the name of the new meeting type, select if active or inactive, and check the default box if you would like to set a default meeting type



You can set any meeting type in the table as active or inactive by checking the provided check boxes for each meeting type.



You can also select one default meeting type by using the provide check boxes in the 'is default' column of the table


Use the drag and drop arrow on the left of the table to change the order of the meeting types.  This will change the order of the drop-down selector within the Business Review meeting selection box.


Use the save changes button located at thel top of the window to save when you have completed edits to the meeting types.





Business Review Standards Scoring - Customer Success: Momentum 


Business Review Standards Scoring is available as part of the Customer Success add-on.   

Introduced as part of the Momentum series, this feature gives you the capability to assess the success rate of your business review meetings with customized metrics.  Standards scoring will help you gain insight into the health of the business relationships you have with your customers. 


Standards scoring is comprised of a set of questions that you can develop to assess the success of the business review.  When you or your account managers complete a business review meeting the questions are answered and a success score is assigned to the business review.  These scores can then be used as a configured health metric in the Customer Success modal. 


How to configure Business Review Standards Scoring


To configure the standards scoring, you will need to develop a set of questions to pose after each meeting. These should be general yes/no response type questions.   


Navigate the Account Settings Page and select the Business Review Manager tile. 


From the Business Review Manager main window, select the Standards page from the drop-down page selector in the upper-right corner of the page.


The Standards page will list all current standard, along with their use count within the Business Reviews.

You can rearrange the standards questions using the multi-arrow icon to the left of each question. 

You can delete any unwanted questions using the trash icon to the left of each question. 

To add a new standards question, click the add new button at the top of the listing. 



A new entry line will appear on the list. Enter the new question in the Description entry line provided. 


You can also edit existing items by clicking on the description line and editing the question. 

You can also un-delete any deleted questions using the restore icon that will appear next to the deleted question.  




To save all standards question changes, you will need to click the Save Changes button at the top of the page. 


You can restore deleted questions after saving, use the restore icon at the top of the list to restore deleted questions.


Select the question to restore from the list and click the Submit button to restore. 



Business Review Standards Cut Scores


Business Review Standards scoring can be customized to fit your needs.  The scoring and color swatching is controlled through cut score settings.   


To edit the Business Review Cut Score, select Standards Cut Scores from the page selector drop down in the Business Review Manger. 



In the standards cut scores window, you will see the current configuration settings for the cut scores. 

From here you can rename the scoring cuts, edit the color swatching for the score, modify the scoring thresholds, and add or delete cut scores.