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

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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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