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CS CSD Growth Strategy Insights Idea Form
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Being able to track Tasks inside the Value Practice Team Impact Dashboard

Thanks to Mohammad Adriani who developed the first version of the Value Practice Team Impact Dashboard - https://app.powerbi.com/groups/me/reports/29dd8145-2ff8-48dd-baa1-ed3463070957/ReportSectiona60f539972a11301d386?ctid=67bff79e-7f91-4433-a8e5-...
Guest 8 months ago in  0 Complete/Executed in product

Partner Success Dashboard Hand over and briefing

We need to continue with the Partner Success Dashboard implementation so we agreed that Jodie, Cassie and elia will be trained on POwer Bi to continue on the enhancements and new implementations we might have. So we need to get trained, starting t...
Guest 8 months ago in  1 Complete/Executed in product

Data of AOV bands (what is generally used) and Industry segments according to Priority/Nurture

As part of the effort of working on future customer planning, we're building a account profile for Priority and Nurture.
Guest 8 months ago in  4 Complete/Executed in product

Issue identified with Mid. Market Engagement PowerBI Dashboard

There is an issue identified with CCS Engaged account counts (Right now in APAC but could be global) in the MM Power BI Dashboard that was setup by Barna. Kishor is looking into already
Guest 9 months ago in  0 Complete/Executed in product

Radical insights for Commercial Customer Success

Commercial Customer Success has invested in its data journey over the last 2 years inclusive of standing up resources to extract, transform and load data to deliver business insights to the community of Customer Success Advisors. We would like to ...
Guest 9 months ago in  1 Complete/Executed in product

Requesting profile data enrichment of contact list

I'm preparing to upload a list of customers into our research customer CRM. The more data I can preload, the less I need to recollect from the customers once they are onboarded. I'm aiming to make the onboarding experience as frictionless as possi...
Guest 9 months ago in  0 Complete/Executed in product

Customer segmentation data refresh for FY'24

Customer segmentation data is needed to support any business decisions made by COO staff on how to service our customers going forward. Specifically, this enables us to present a view of AOV within the framework overlaid against channel type and G...
Guest 10 months ago in  1 Complete/Executed in product

Add Date data filter to Mid Market Dashboard

Barna Could you please add data picker for Mid Market PowerBI dashboard so that we can see FY24 vs FY25 and by quarters. (Dashboard: https://app.powerbi.com/links/rWWtn9pbJH?ctid=67bff79e-7f91-4433-a8e5-c9252d2ddc1d&pbi_source=linkShare&bo...
Guest 10 months ago in  0 Complete/Executed in product

Re-Run analysis for EMEA and Japan manual surveying using the updated SFDC Extract

Barna, can you please re-run analysis you did a week or so ago for MM Manual surveying in EMEA and Japan using the updated extract i sent over via email. First extract was missing data.
Guest 10 months ago in  0 Complete/Executed in product

Digital CES Data Append for Q4 Part 2

Digital CES needs data appended for end of year data analysis that is starting now. File is located here and titled "Digital CES Q4 FY24 Data Append" We are hoping the data can be enriched with the following fields: subsType salesSegment productLi...
Guest 10 months ago in  1 Complete/Executed in product