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Data Platform

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Add AM and Implementation to Customer Support report

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/9efd4e48-30f8-4cab-b16d-44ae495f92e9/ReportSection60f045626961fbdfd1dc?ctid=f9b0df12-ed5c-4d8b-9083-a55ce3409b72&experience=power-bi&bookmarkGuid=B...
Anastasia Goggins 11 months ago in Data Platform / Power BI Report 1

Add company and root ID filters to W2 and TT reports

Link to reports: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/bd062417-4a51-4e6b-8678-a30be8818ceb/ReportSection6edfbbcede1fb6bf24cc?experience=power-bi Can we add filters for Company ID and Root ID so we can search ...
Anastasia Goggins 11 months ago in Data Platform / Power BI Report 0

Show revenue by root account owner

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, exp...
Anastasia Goggins about 1 year ago in Data Platform / Power BI Report 0 Planned

Create Brightwheel battlecard

Marketing made this Battlecard for SWC: https://procaresoftwarellc.sharepoint.com/:p:/r/sites/Marketing/New%20Brand%20Document%20Libary/Competitive%20Intelligence/Brightwheel%20Intel%20-%20Product,%20Videos,%20Publications%20%26%20Assets/Competiti...
Anastasia Goggins about 1 year ago in Data Platform / Power BI Report 0

Expand reporting on SCW usage

SCW AMs would like reporting on how many centers/which centers are using the following features: Registration 3rd party billing Insight app
Anastasia Goggins about 1 year ago in Data Platform / Power BI Report 0

Report on tuitionexpress.com

Data we'd like to see: Company ID Root ID Center Name Last activity in https://www.tuitionexpress.com/ Interaction with merchant statement How many families are paying via the website in a given date range I'll be very honest that I do not know mu...
Anastasia Goggins about 1 year ago in Data Platform / Tuition Express Reporting 0 Will not do

SalesLoft Data

We would like to pull SalesLoft data into the datawarehouse and create reports around that data. Here is the link to the API documentation for SalesLoft. https://developers.salesloft.com/ This would be useful for AM, SWC, BDR, and Implementations ...
Ekin Van Winkle over 1 year ago in Data Platform / Platform Improvements 0 Planned

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 1 year 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 2 years ago in Data Platform / Power BI Report 0

Add Company ID and Root ID filters to Desktop Extras reports

This will allow me to get total usage across a company and drill-down by center, without having to export.
Anastasia Goggins almost 2 years ago in Data Platform / Platform Improvements 0 Planned