Analysis of CSA impact on Premium Plan customers

This analysis is needed ahead of the Q2FY25 QBR at end of July.

Want to understand the impact that CSAs are having on Premium Plan customers when they are engaging.

• What is the impact on Premium Plan customer expansion at the account level? i.e. Increase in MAUs, AOV, Premium seats, adoption of product subs, etc.

• What is the correlation between Coaching being delivered vs. Renewal Rates and AOV growth? On product usage within Industry Collections?

• Would be interesting to look at these measures at the child account level, but also understand the impact at the Parent level as well.

• Compare these against non premium customers

• Premium is purchased at an Admin level (child account)

• Impact on Child account and parent account (if they have premium child accounts)

• https://app.powerbi.com/groups/me/apps/2ae734a8-7c60-4f3d-918c-726639951036/reports/cf0ad38d-e9be-430b-9baf-11c72fcecc65/ReportSectionbcb1c232b0bb1b563310?experience=power-bi

Notes:

• previous ownership BMT, but ownership has been handed over to CS CSD. (need to clarify)

• Leading Indicator has Premium flags. We do not work on CSA level data.

• Child joins to impact of CSA is not an easy join that can be done within 2 weeks

• Look at SFDC actions met and add relevant data points? to see impact

• Coaching data?

• need to explore SFDC data? Craig to share details, common data points so we can map it against.