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Product OKR Dashboard

This is in line with the "ELT OKR Dashboard" initiative. Product has a ppt. of Monthly metrics that is sent to ELT and is used to track their success and progress. Put the data in these slides into an Power BI report that can be viewed by elt and ...
John Margheret over 2 years ago in Data Platform / Power BI Report 0 On Hold

Desktop Email Service Reporting Enhancements

Marketing wants to have the ability to view the historical data for the Email Service Provider page of the report to help them see historical trends in growth of adoption (to measure against adoption that shows after we add more marketing efforts)...
John Margheret almost 3 years ago in Data Platform / Power BI Report 0

Adoption/usage metrics for new Desktop-Engagement CX enhancements

Since we are unable to implement pendo into Procare Desktop we need a different mechanism for tracking adoption/usage metrics. We will be deploying a few great customer experience enhancements in our Feb 20/22 release for the Desktop-Engagement sy...
Jessica Moloney almost 3 years ago in Data Platform / Power BI Report 0

Track Success of Room Transfer Enhancements.

As part of the room transfer initiative, we are updating the school settings that the user sees on the web-app to remove "Notify Parents When Staff Take Attendance" and adding "Sign In and Out" and "Transfer" settings. In order to track the succes...
Matt Casey about 3 years ago in Data Platform / Power BI Report 1 Planned

Create a Power BI Report that differentiates inbound and outbound leads from beginning to end

Sales cannot differentiate between inbound and outbound lead sources for leads, opportunities, and further down the sales funnel. They need a BI report that can determine this. This is imperative for sales to create and accurately provide compensa...
John Margheret over 3 years ago in Data Platform / Power BI Report 0 On Hold

Report of TE customers with Surcharging Active

I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.
Richard Ortega over 3 years ago in Data Platform / Power BI Report 1 Already exists

AGS TE List Enhancements Phase 2

This pertains to: AGS Account and Center Lists.v3 - Power BIWe need to make enhancements to current report so the AGS team can better identify opportunities.
John Margheret over 3 years ago in Data Platform / Power BI Report 1 Already exists

return larger data sets on API calls

There are two API changes that would improve our internal reporting workflow. When you get a chance, can you find out if these changes are feasible, and (if so) what effort would be required? increase the items returned per page from 200 to 500 Up...
Michelle Lackey about 4 years ago in Primrose Private Ideas 1

Provide parents a payment confirmation modal when submitting payments

To prevent parents from making payments in the wrong amount (which can later result in a failed transaction if the funds aren't available for example). The goal is to allow a parent to click "make payment" then have a confirmation modal confirming...
Jack Pearson over 4 years ago in Primrose Private Ideas / Accounting/Billing 1

The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned