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CS CSD Growth Strategy Insights Idea Form
Status Complete/Executed in product
Created by Guest
Created on Jul 30, 2024

Value Practice Team Impact Dashboard enhancement request Q3 FY25

This is regarding the existing Value Practice Team Impact Dashboard https://app.powerbi.com/groups/me/reports/29dd8145-2ff8-48dd-baa1-ed3463070957/ReportSection8f44213ca1680f09951f?ctid=67bff79e-7f91-4433-a8e5-c9252d2ddc1d&experience=power-bi


Please add features below:

  1. Being able to see insights on the top about:

  • Total unique # of accounts supported - with filters on Industry, Segment, Geo and Sales+Region

  • % of accounts with value consultant attached against all Autodesk accounts, broken down by segment (named and mid-market). (to track a % attach rate)

  • Total unique # of CBI_Number, Planned Value and Delivered Value records

2. Being able to see Task created against an Account

  • Currently, the dashboard only tracks the Task-Action and Task-Opportunity relations. Pleaes also add Task-Account relationships to be reflected in the dashboard table.



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