Ideas

There currently is no revenue reporting accessible in PowerBI. Please add revenue reports to PowerBI

The TE Implementation team gets a case created in Salesforce automatically when a customer purchases TE. Once the customer gets trained, the rep changes the case status to "Enrolled Not Processing". Once the customer processes $500 or more, then t...

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/e6a372c0-a959-4787-b6d8-4cb7722f27fb/ReportSectione72073402a0d2030cb35?experience=power-bi Angela Kligora recently took on the Enterprise AM role for SCW. ...

Hello! We want to research customers who use Procare and a vendor we are considering. Can you please use the attached lists, which include emails, and compare them to our Online and Desktop customers?

There is a new table in Desktop customer databases called AR_TransactionHistory which stores a record for each TE payment attempted and various data points needed to assist with reconciliation and reporting. There is a DebitCardType field that is ...

Can we please get a report of the states of the following fields in Queen Bee. All Primrose Schools Group The State of all of these Check Box Fields--Enable SISO Notifications--V1 - Show Carer Pins To Non-Admins--V1 - Enable School Reviews--V1 - E...

This was requested by a Key Account, Little Sprouts, Root ID 67536000 . This customer has already brought in $133,260.18 in revenue Jan-August and would love to have this report sometime next week.....but please let me know what a reasonable expec...

I want to measure the success of the recurring payments initiative by capturing specific data so that we can quantify and monitor usage statistics. The Desktop Payments DB is located in AWS along side the Messaging DB.

We will take the remaining companies and have the data enriched with contact info by an external party so that we can attempt to acquire them as customers.

This is a request directly from Primrose Schools. They want the following details regarding their system of schools: CC vs. ACH vs. Both for TE, Stripe, and both TE and Stripe i.e Primrose total payments broken down by type and through what method...