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CS CSD Growth Strategy Insights Idea Form
Status Will not do
Created by Guest
Created on Oct 28, 2024

Request to introduce Parent CSN & Name, GTM Segment Slicers in Risk Analysis Dashboard

Hi Team,
Our FBPs require visibility into Utilization and Assignment rates at the Parent CSN level to incorporate high-risk, large deals into quartely forecast planning for Renew business. We found your 'Risk Analysis' report to be very helpful. Requesting for following features so we can navigate and consume the information seamlessly
1. Parent CSN, Parent Name slicer in 'List of parents by UFR AOV Selected' tab so FBPs can look for a specific account
2. Multi-select on the Risk profile slicer in 'List of parents by UFR AOV Selected' tab so FBPs can download all the UFR accounts in one-go
3. GTM Slicer in 'Summary' Tab because our scope as of now is only 'Mid Market' accounts

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  • Kishore Kurnam
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    |
    Oct 29, 2024

    Hi Apoorva,

    The Risk analytics dashboard is currently built as an co-relation analysis and not intended for a sales ops actionable KPI. We recommend using the RHS (renewal health score) which is made publicly available by the EDA team. Kindly get in touch with Justin Wong for further information.

    Regards,

    Kishore