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
Shared dataset references and will give walkthrough.