Skip to Main Content
CS CSD Growth Strategy Insights Idea Form
Status Complete/Executed in product
Created by Guest
Created on Mar 21, 2024

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 request guidance on further refining our experiences by updating our data sources to use "standard" data sets.

Here are some examples of sources of data that are interesting to us:
Accounts, Cases, Opportunities, Usage (SUS and Flex Access), Assignment and Utilization.

Radical Dashboard: https://app.powerbi.com/groups/492ff333-4e79-483b-88a0-e7876b6e1e9c/reports/4ddafa9d[…]6e9bd84/ReportSection871e8cd28a67070575be?experience=power-bi

  • Attach files
  • Admin
    Kishore Kurnam
    Reply
    |
    Mar 22, 2024

    Shared dataset references and will give walkthrough.