Export – Data definitions

Appropriate roles: Report viewer | Executive report viewer

By using the Download Reports hub on the Insights dashboard, you can export the raw datasets.

The various reports, which you can download along with their data definitions, are listed in the following tables:

Partner profile report

Column name Data description
MPNId Microsoft Partner Network (MPN) ID
PartnerName Name of the partner
PGA_MPNId Identifier of the partner global account MPN
PGA_PartnerName Partner global account name
City City location of the partner
Country Country location of the partner
HierarchyLevel Indicates whether it's a Global MPN ID or location MPN ID

Customer details report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
CustomerName Name of the customer
CustomerTenantId Identifier of the customer tenant
CustomerTpid Identifier of the customer top parent
DUNSNumber Global Data Universal Number System Identifier of customer
CustomerSegment Customer segment
TopSegment Higher-level segment classification of customer
CustomerMarket Geographical market of the customer
CustomerStatus Customer Status (Active or Inactive)
CustomerTenantName Name of customer tenant
CustomerTenantCountry Country of customer tenant
TenantDomainName Domain name of customer tenant
Product The product sold to the customer by the MPN: O365, Dynamics 365, Enterprise Mobility + Security, Power BI, or Microsoft Azure.
RawProductName Detailed product name sold to the customer
SKU Product SKU
Month Month for which usage and revenue are reported
MPNId Identifier of Microsoft Partner Network (MPN)
PartnerName Name of the partner
PartnerLocation Geographical location of partner
PartnerAttributionType Attribution type of the partner
SalesChannel Sales Channel
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
IsDuplicateRowForPGA For multiple partner attributions under single PGA, this value will be set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row
AvailableSeats Available seats
BilledRevenueUSD Billed revenue in US dollar
AzureConsumedRevenueUSD Azure Consumed Revenue in USD
CPORRevenue Revenue from the CPOR Partner attach type
CPORPaidSeats Paid seats with CPOR Partner attach type
CPORActiveUsers Active users with CPOR Partner attach type

Reseller performance report

Note

Revenue and Azure consumed revenue (ACR) data are available only to users who are Executive report viewers.

Column name Data description
PGAMpnId Identifier of the partner global account MPN
ResellerMPNid Reseller Microsoft Partner Network identifier
ResellerName Reseller name
ResellerMarket Reseller country of market
IndirectProviderMPNId Identifier of the indirect provider Microsoft Partner Network
IndirectProviderName Indirect provider name
Month Month for which usage and revenue is reported
Product Product name
SubscriptionID Identifier of the subscription
AvailableSeats Number of seats available
AssignedSeats Number of assigned seats
BilledRevenueUSD Billed revenue in US dollars
CustomerName Name of the customer
CustomerTPid Identifier of the customer top parent
CustomerSegment Customer segment
CustomerMarket Geographical market of the customer
ResellerStatus Reseller status
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing

Subscription details report

Note

Revenue and ACR data are available only to users who are Executive report viewers.

Column name Data description
PGAMpnId Identifier of the partner global account MPN
SubscriptionId GUID of the subscription
SubscriptionStartDate Start date of the subscription
SubscriptionEndDate End date of the subscription
SubscriptionState State of the subscription (Active or Churned)
Month Month for which usage and revenue are reported
IsAutoRenew Indicates whether the subscription is autorenew (Yes or No)
CustomerName Name of the customer
CustomerTenantId GUID of the customer
CustomerTpid Customer top parent identifier
DUNSNumber Global Data Universal Number System Identifier of customer
CustomerSegment Market segment of the customer
TopSegment Higher-level segment classification of customer
CustomerMarket Geographical market of the customer
ReportingProductName Granular product name
Product Product sold to the customer by the partner
RawProductName Detailed product name sold to the customer
ProductPartNumber Part number of the product
SKU SKU of the product
RevSumDivisionName Revenue reporting product hierarchy name
SolutionArea Business application classification of the product
MPNId Microsoft Partner Network ID of the partner
PartnerName Name of the partner
PartnerLocation Geographical location of the partner
PartnerAttributionType Attribution type for the subscription
SalesChannel Channel of the sales - Direct, CSP (Cloud Solution Provider), and so on
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
PricingLevel Price point of the sale
EnrollmentNumber Enrollment number of the subscription
IsDuplicateRowForPGA For multiple partner attributions under single PGA, this value will be set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row
SubscriptionStartMonth Start month of the subscription
ResellerID ID of reseller
ResellerName Reseller name
AvailableSeatsEOP Overall Available seats until End of Period
AvailableSeats Available seat difference Month on month
BilledRevenueUSD Revenue in USD
AzureConsumedRevenueUSD Azure Consumed Revenue in USD
CPORRevenue Revenue from the CPOR Partner attach type
CPORPaidSeats Paid seats with CPOR Partner attach type
CPORActiveUsers Active users with CPOR Partner attach type

CSP Revenue details

Column name Data description
PGAMpnId Identifier of the partner global account MPN
PartnerName Name of the partner
MPNId Microsoft Partner Network (MPN) ID
MPNType Type of the Partner account: Global or Local account
CustomerName Name of the customer
CustomerID Identifier of the customer
CustomerTenantId Identifier of the customer tenant
MonthKey Month for which usage is reported
SubscriptionId GUID of the subscription
ReportingPricingLevel Serves as a specific grouping used for budgeting and forecasting purposes. A Reporting Pricing Level is the established level for Budget/Forecast to Actual revenue comparisons possible.
DetailPricingLevelName A Detail Pricing Level is assigned to actual revenue based on rules defined and approved by the business. The fields Purchase Type and Detail User Type are also determined by the Detail Pricing Level assigned to the transaction.
SummaryPricingLevel Serves as a grouping of Detail Pricing Levels. A Summary Pricing Level has been assigned to each Detail Pricing Level.
PartnerAttributionType Attribution type of the partner
ProductPartNumber Part number of the product
Product Product name
IsDuplicateRowForPGA For multiple partner attributions under single PGA, this value will be set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row.
BilledRevenueUSD Billed revenue in US dollars

Azure usage report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
SubscriptionId GUID of the subscription
SubscriptionStartDate The date of the start of the subscription
SubscriptionEndDate The date of the end of the subscription
FirstUseDate Date when Azure services were used first
SubscriptionState Current State of the subscription (Open, Closed Active or In Grace Period)
Month Date aggregated by month
ServiceLevel1 Service Level 1 – Corresponds to Service Pillar such as Containers, Databases, Networking, and so on.
ServiceLevel2 Service Level 2 – Corresponds to the Workload for the Service Pillar
ServiceLevel3 Service name used by Azure.Microsoft.Com to white listing Azure offerings
ServiceLevel4 Logical groupings of high-level feature set differentiations within the service. Such as General Purpose Virtual Machines, Memory Optimized Virtual Machines, Single SQL Database, Elastic SQL Database, and so on.
ServiceGroup2 Field Revenue Accountability (FRA) areas such as AI, App Dev, IoT, and so on
ServiceGroup3 Additional Detail for FRA such as IoT Hub, Maps for IoT FRA
ServiceInfluencer PaaS services that drive consumption of infra resources, such as Service Fabric, Azure Databricks, AKS, and so on.
ComputeOS Operating System for the Compute
ComputeCoreSoftware Compute Core Software
UsageUnits The number of units that are used during the billing cycle
UsageQuantity Quantity of usage of resource
CustomerName Name of the customer
CustomerTenantId Tenant ID of customer
CustomerTpid Customer top parent ID
CustomerSegment Segment of the customer
CustomerMarket Geographical market of the customer
MPNId Microsoft Partner Network ID of the customer
PartnerName Name of the partner
PartnerLocation Geographical country location of the partner
PartnerAttributionType Attribution type of the partner
SalesChannel Channel of the sales (Direct/CSP, Indirect/CSP, Direct, and so on)
EnrollmentNumber Enrollment number of the subscription
IsACRDuplicateAtPGALevel For multiple partner attributions under single PGA, this value will be set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row
ResellerID ID of reseller
ResellerName Reseller name
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
AdminType When the Partner Attribution Type is "Partner Admin Link (PAL)," this column indicates the assigned role in the customer's subscription.
AssociationType Type of Association
MonthlySubscriptionLevelACR Monthly Subscription Level ACR
ACR_USD Azure consumed revenue (ACR) in US dollars

Office 365 license usage report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
CustomerTenantId Tenant ID of the customer
CustomerTpid Customer top parent ID
WorkloadName Skype for Business, Teams, Exchange Online
Month Month for which usage is reported
PaidAvailableUnits Number of paid available units
MonthlyActiveUsers Number of monthly active users
CustomerName Name of the customer
CustomerMarket Geographical country location of the customer's market
CustomerSegment Customer segment
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
MPNId Identifier of Microsoft Partner Network
PartnerName Name of the partner
PartnerLocation Geographical location of the partner
PartnerAttributionType Attribution type of the partner
IsDuplicateRowForPGA For multiple partner attributions under single PGA, this value will be set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row

Enterprise Mobility license usage report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
SubscriptionId GUID of the Subscription
SubscriptionStartDate The date of the start of the subscription
SubscriptionEndDate The date when the subscription ends
SubscriptionStatus Current state of the subscription (Open, Closed, Active or In Grace Period)
Month Date aggregated by month
SKU Product SKU
SKUId SKU ID of the product
FreeVsPaidSKU Indicates Free or Paid SKU
SalesModel Sales channel used for selling the subscription
DetailedSalesModel Detailed sales model for the subscription
CustomerName Name of the customer
CustomerTenantId Tenant ID of customer
CustomerTpid Customer top parent ID
CustomerSegment Customer segment
CustomerMarket Geographical country location of the market of customer
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
MPNId Microsoft Partner Network ID
PartnerName Name of the partner
PartnerLocation Geographical location of partner
PartnerAttributionType Attribution type of partner
PartnerHierarchy Hierarchy of partner (Virtual Organization or HeadQuarters or Location)
PaidAvailableUnits Number of paid available units
MonthlyActiveUsers Number of monthly active users
AATPActiveUsage Azure Advanced Threat Protection (AATP) active usage
MCASActiveUsage Defender for Cloud Apps active usage
AADPPaidAvailableUnits Number of paid available units for Azure Active Directory Premium (AADP)
IntunePaidAvailableUnits Number of paid available units for Intune
AzipPaidAvailableUnits Number of paid available units for Azip (Azure Information Protection)
AADPMonthlyActiveUsers Number of monthly active users for Azure Active Directory Premium (AADP)
IntuneMonthlyActiveUsers Number of monthly active users for Intune
AzipMonthlyActiveUsers Number of monthly active users for Azip (Stands for Azure Information Protection. It's a workload reported under EMS. It has recently been renamed to MIP (Microsoft Information Protection).)
MDM Mobile Device Management
MAM Mobile Application Management
SSPR Self-Service Password Reset

Dynamics 365 license usage report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
SubscriptionId GUID of the subscription
SubscriptionStartDate Start date of the subscription
SubscriptionEndDate End date of the subscription
SubscriptionStatus State of the subscription
Month Month for which usage is reported
RevSumDivisionName Name of the rev sum division
RevSumCategoryName Name of the rev sum category
SKU SKU of the product
SKUId SKU ID of the product
FreeVsPaidSKU Indicates whether it's a free or paid SKU
SalesModel Sales channel that's used for selling the subscription
DetailedSalesModel Detailed sales model for the subscription
CustomerName Name of the customer
CustomerTenantId GUID of the customer tenant
CustomerTpid Customer top parent identifier
CustomerSegment Market segment of the customer
CustomerMarket Geographical market of the customer
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
MPNId Identifier of Microsoft Partner Network
PartnerName Name of the partner
PartnerLocation Geographical country location of the partner
PartnerAttachType Attribution type for the subscription
AvailableSeats Current paid available seats
AssignedSeats Current assigned seats
ActiveSeats Current active seats
DeploymentOpportunity Deployment opportunity is the number of seats that aren't assigned
ActiveUsagePercent Current active usage as a percentage of available seats

Power BI license usage report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
SubscriptionId GUID of the subscription
SubscriptionStartDate Start date of the subscription
SubscriptionEndDate End date of the subscription
SubscriptionStatus State of the subscription (Active, Inactive, or In Grace Period)
Month Date aggregated by month
SKU SKU of the product
SKUId SKU ID of the product
FreeVsPaidSKU Free or paid SKU differentiator
SalesModel Sales model that's used to sell the subscription
DetailedSalesModel Detailed sales model for the subscription
CustomerName Name of the customer
CustomerTenantId GUID of the customer tenant
CustomerTpid Identifier of the customer top parent
CustomerSegment Market segment of the customer
CustomerMarket Geographical market of the customer
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
MPNId Identifier of Microsoft Partner Network
PartnerName Name of the partner
PartnerLocation Geographical country location of the partner
PartnerAttachType Attribution type for the subscription
PartnerHierarchy Hierarchy of partner (Virtual Organization or HeadQuarters or Location)
AvailableSeats Current paid available seats
AssignedSeats Current assigned seats
ActiveSeats Current active seats
DeploymentOpportunity Deployment opportunity is the number of seats that aren't assigned
ActiveUsagePercent Current active usage as a percentage of available seats

Teams meetings and calls report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
CustomerId Identifier of the customer top parent
CustomerTenantId Tenant ID of the customer
CustomerName Customer name
CustomerCountryCode Country Code of the customer
CustomerCountry Customer country
CustomerSegment Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so on.
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
DateKey Date for which usage is reported
Subworkload Subworkload for which usage is reported (meetings, calls, or phone systems)
Meeting count Number of meetings
Meeting duration Total meeting duration in hours

Teams monthly usage report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
CustomerId Identifier of the customer top parent
CustomerTenantId Tenant ID of the customer
CustomerName Customer name
CustomerCountryCode Country Code of the customer
CustomerCountry Customer country
CustomerSegment Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so on.
MonthKey Month for which usage is reported
SubWorkload Subworkload for which usage is reported (Meetings, calls or phone systems)
DesktopUsers Number of users who use Teams on desktop
WebUsers Number of users who use Teams on the web
MobileUsers Number of users who use Teams on mobile
AllUpParticipants Number of unique users of Teams for the month
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing

Teams usage 3P apps report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
CustomerId Customer top parent ID
CustomerTenantId Tenant ID of the customer
CustomerName Customer name
CustomerCountryCode Country Code of the customer
CustomerCountry Customer country
CustomerSegment Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so on.
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, for example, SMB-Commercial, Healthcare, Manufacturing
DateKey Date for which usage is reported
AppName Name of the Teams app
Usercount Number of users for the app

Training details report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
TrainingActivityId Identifier of the training
TrainingTitle Title of the training
TrainingType Type of training (certification or exam)
IndividualFirstName First name of the customer
IndividualLastName Last name of the customer
Email Personal email ID of the customer
CorpEmail Office email ID of the customer
TrainingCompletionDate Completion date of the training
ExpirationDate Expiration Date of the Certification
ActivationStatus Status of the Certification
Month Month for which the data is reported
IcMCP Indicates whether the user is a Microsoft Certified Professional (MCP)
MCPID MCP ID of the user
MPNId Identifier of Microsoft Partner Network
PartnerName Name of the partner
PartnerCityLocation Geographical city location of the partner
PartnerCountryLocation Geographical country location of the partner

Microsoft Learn report

Column name Data description
PGAMpnId Identifier of the partner global account MPN
UserName Name of the user
UserId GUID of the user
TrainingName Name of the training
TrainingType Type of training (module or learning path)
Products Product for which the learning module is applicable
Roles Applicable roles of the training
CompletionDate Date of completion of the training
MPNId Identifier of Microsoft Partner Network
PartnerName Name of the partner
Country Geographical country location of the partner

Competency summary and history report

Column name Data description
CompetencyName Name of the competency
CompetencyLevel Level of the competency (Gold or Silver)
CompetencyStatus Current status of the competency (Active, Inactive, or In Grace Period)
CompetencyStartDate Start date of the competency
CompetencyEndDate End date of the competency

Competency performance report

Column name Data description
CompetencyName Name of the competency
CompetencyAttainmentOptionName Name of the competency attainment option
Month Month for which the metrics are reported
MetricName Name of the metric that's relevant to the competency
MetricMonthlyContribution Monthly contribution of the metric
TTMAggregate Aggregated metric for the trailing 12 months
AnniversaryYearAggregate Aggregated metric for the current anniversary year
GoldThreshold Performance requirement to meet Gold competency
SilverThreshold Performance requirement to meet Silver competency

Cloud Ascent - Microsoft 365 propensity report

Column name Data description
MPN Microsoft Partner Network ID
Partner Name Name of the partner
Customer ID Identifier number of the customer
DUNS Number The Dun & Bradstreet (D&B) number of the customer who's being scored for propensity
Account Name Name of the account
Domain Domain of the account
Org Size Size of the organization
Industry Industry that the organization belongs
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical area of the customer
Subsidiary The subsidiary of the customer who's being scored for propensity
Sales Territory The sales territory of the customer who's being scored for propensity
City Geographical city location of the organization
State Geographical state location of the organization
Postal Code Postal code of the organization
Country Geographical country location of the organization
Segment Market segment
Sub Segment Market subsegment
SMC Type Summary This identifies if the customer is top unmanaged, medium, small or very small depending on their org size and Azure consumption.
Top Unmanaged - Compute Base This identifies customers that have $10k in Azure 3 year potential
Top Unmanaged - User Base Customers that have 300+ employees
IsNonProfit Indicates whether the organization is non-profit (Yes or No)
Hybrid Workplace - Target Exchange Online Customers who have an active Exchange Online subscription, upsell to Microsoft 365
Hybrid Workplace - Compete (Zoom) with Microsoft 365 Customer with Zoom and Microsoft 365, target for conversion to Teams
Hybrid Workplace - Compete (Zoom) without Microsoft 365 Customer with Zoom, target for conversion to Teams
Hybrid Workplace - Microsoft 365 E3 targeted for Microsoft 365 E5 Existing customer with Microsoft 365 E3, target for Microsoft 365 E5
Hybrid Workplace - Microsoft 365 Business Basic and Business Standard customers targeted for Microsoft 365 Business Premium Existing Microsoft 365 Business Basic and Business Standard customers, target for Microsoft 365 Business Premium
Hybrid Workplace - Microsoft 365 A1 Customers Existing Microsoft A1 customers targeting for upsell
Hybrid Workplace - Target Cloud Voice for Microsoft 365 BPTarget Customers with Cloud Voice Software for Business Premium
Hybrid Workplace - Target Cloud Voice for Microsoft 365 BSTarget Customers with Cloud Voice Software for Business Standard
Hybrid Workplace - Target Cloud Voice for Microsoft 365 E5Target Customers with Cloud Voice Software for Microsoft 365 E5
Hybrid Workplace - Target Cloud Voice for Microsoft 365 E3Target Customers with Cloud Voice Software for Microsoft 365 E3
Hybrid Workplace - Microsoft 365 - No Propensity & SalesPlay Has Trailing 36 Month Revenue Customer isn't showing propensity and doesn't have revenue in the last 36 months but is still a customer of this partner.
Transitioned to the Cloud - On-prem Acquisition (Current Version) with CLAS Propensity - +10 Licenses Customer who has a current on-premises Office or Windows client. That is, the client version is later than an end of life (EOS) version. Customer has 10 or more licenses. Customer who has a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (Current Version) with CLAS Propensity - <10 Licenses Customer who has a current on-premises Office or Windows client (that is, a version later than EOS). Customer has fewer than 10 licenses. Customer who has a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (Current Version) without CLAS Propensity - +10 Licenses Customer who has a current on-premises Office or Windows client (that is, a version later than EOS). Customer has 10 or more licenses. Customer doesn't have a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (Current Version) without CLAS Propensity - <10 Licenses Customer who has a current on-premises Office or Windows client (that is, a version later than EOS). Customer has fewer than 10 licenses. Customer doesn't have a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (EOS) with CLAS Propensity - +10 Licenses Customer who has an EOS on-premises Office or Windows client (that is, an EOS version or earlier). Customer has 10 or more licenses. Customer has a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (EOS) with CLAS Propensity - <10 Licenses Customer who has an EOS on-premises Office or Windows client (that is, an EOS version or earlier). Customer has fewer than 10 licenses. Customer has a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (EOS) without CLAS Propensity - +10 Licenses Customer who has a current on-premises Office or Windows client (that is, an EOS version or earlier). Customer has 10 or more licenses. Customer doesn't have a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (EOS) without CLAS Propensity - <10 Licenses Customer who has a current on-premises Office or Windows client (that is, an EOS version or earlier). Customer has fewer than 10 licenses. Customer doesn't have a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - High Propensity Prospect for Microsoft 365 (Act Now; Evaluate) Prospect customer with high propensity for Microsoft 365
Transitioned to the Cloud - On-prem Skype for Business Existing On-prem Skype for Business Customers target for transition to teams
Transitioned to the Cloud - Skype for Business Online Existing Skype for Business Online Customers target for transition to teams
Transitioned to the Cloud - Active Subscription Skype for Business Online Existing Skype for Business Online Customers target for transition to teams
Refresh Your Devices - Surface Propensity Customer with high propensity for Surface
Refresh Your Devices - Surface Without Propensity Existing Surface customer that doesn't have propensity
M365Cluster Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
M365Fit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best small or mid-sized businesses (SMBs) to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
M365Intent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
SurfaceCluster Identifies a customer's propensity to purchase Surface by consolidating the Fit and Intent recommendations into a cluster. Target Act Now and Evaluate clusters because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
SurfaceFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMBs to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
SurfaceIntent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
O365Cluster Identifies the customer's propensity to purchase Office 365. Target Act Now and Evaluate clusters because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
O365Fit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMBs to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
O365Intent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
M365UpsellCustomer Identifies whether the customer shows upsell propensity for Microsoft 365
Has Google Identifies whether the customer shows competitive signals for owning Google products
Has AWS Identifies whether the customer shows competitive signals for owning Amazon Web Services (AWS) products
Has EA Identifies whether a renewal is an enterprise agreement (EA) or an EA subscription
Has Open Identifies whether a renewal is an Open or Open Value agreement

Cloud Ascent - Dynamics 365 propensity report

Column name Data description
MPN ID Microsoft Partner Network (MPN) ID
Partner Name Name of the partner
Customer ID Customer identifier number as defined by Microsoft
DUNS Number The Dun & Bradstreet number of the customer who's being scored for propensity
Account Name Name of the Customer
Domain Domain of the Customer
Org Size Size of the organization
Industry Industry that the organization belongs
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical area of the Customer
Subsidiary The subsidiary of the customer who's being scored for propensity
Sales Territory The sales territory of the customer who's being scored for propensity
City Geographical city location of the customer
State Geographical state location of the customer
Postal Code Postal code of the organization of the customer
Country Geographical country location of the customer
Segment Market segment as defined by microsoft
Sub Segment Market subsegment as defined by microsoft
SMC Type Summary The categorization of a customer: Top unmanaged user bases are customers with 300+ employees, top unmanaged compute bases are customers with USD10,000 in Azure three-year potential, medium businesses are customers with 25 employees or greater, and small businesses are customers with 10 - 25 employees, very small are customers with 1-9 employees
Top Unmanaged - Compute Base This identifies customers that have $10k in Azure three-year potential
Top Unmanaged - User Base Customers that have 300+ employees
IsNonProfit Indicates whether the organization is non-profit (Yes or No)
Activate Digital Selling - Microsoft 365 - seat size >= 25 seats (SalesPro propensity model) Customer without Dynamics 365. Seat size: 25+. Partner should target for cross-sell of Dynamics 365 SalesPro.
Activate Digital Selling - Dynamics 365 SalesPro propensity (Act Now or Evaluate) High-propensity customers without Dynamics 365. Partner should target for Dynamics 365 SalesPro.
Managing Financial & Operating Model - Dynamics On-prem Install Base - Navision (BC Propensity Model) Existing customer with on-premises Navision. Partner should target for Dynamics 365 Business Central.
Managing Financial & Operating Model - Dynamics On-prem Install Base - AX (F&O Propensity Model) Existing customer with on-premises AX. Partner should target for Dynamics 365 Finance + Operations.
Managing Financial & Operating Model - Dynamics On-prem Install Base - Great Plains (Business Central Propensity Model) Existing customer with on-premises Great Plains. Partner should target for Dynamics 365 Business Central.
Managing Financial & Operating Model - Dynamics On-prem Install Base - Solomon (BC Propensity Model) Existing customer with on-premises Solomon. Partner should target for Dynamics 365 Business Central.
Managing Financial & Operating Model - Dynamics On-prem Install Base - Others (BC Propensity Model) Existing customer with other on-premises solutions not previously listed. Partner should target for Dynamics 365 Business Central.
Managing Financial & Operating Model - New Customer Acquisition (F&O Propensity Model) Customers showing propensity for Finance and Operations
Managing Financial & Operating Model - New Customer Acquisition (BC Propensity Model) Customers showing propensity for Business Central
Managing Financial & Operating Model - D365 - No Propensity & SalesPlay Has Trailing 36 Month Revenue Existing Customers that don't have propensity data or trailing revenue data but do have a transaction with the partner
Rapidly Build Apps - Dynamics Compete Base - Mendix; Outsystems; Salesforce Customer has compete base of mendix, outsystems and/or salesforce, target these customers for Sales Pro
Build a Resilient Supply Chain - Win and Activate First D365 Workload as D365 Supply Chain with Non-Oracle/SAP ERP Customers Customer is showing competitors that aren't Oracle or SAP, and doesn't have Dynamics 365. Target these customers for Dynamics 365 F&O
Build a Resilient Supply Chain - Cross-Sell D365 Supply Chain AND/OR Retail/Commerce to Existing D365 CE Customers Target top Unmanaged customers with Dynamics 365 CE for Dynamics 365 F&O
Build a Resilient Supply Chain - Cross-Sell D365 Sup. Chain AND/OR Retail/Commerce to D365 CE AND (Oracle OR SAP) Customer with Dynamics 365 CE also is showing compete signals of Oracle and SAP. Target these customers for Dynamics 365 F&O.
Enable Always On Services - D365 Customer Services and D365 Field Services (D365 Sales Pro Propensity) Existing Dynamics 365 Customer services customer or Dynamics 365 Field Services customer target for salespro
D365BCCluster Identifies the customer's propensity to purchase Dynamics 365 Business Central. Customers who show a propensity for Business Central will be in the Medium and Small categories. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365BCFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMB to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
D365BCIntent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
D365FOCluster Identifies the customer's propensity to purchase Dynamics 365 Finance and Operations. Customers who show a propensity for Finance + Operations will be in the top unmanaged categories. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365FOFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMB to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
D365FOIntent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
D365CECluster Identifies the customer's propensity to purchase Dynamics 365 Customer Engagement. Customers who show a propensity for Customer Engagement will be in the Medium and Small categories. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365CEFit Indicates Fit for Dynamics 365 Customer Engagement
D365CEIntent Indicates Intent for Dynamics 365 Customer Engagement
DynamicsOnPremAXorCRM_HasOpenRenewal Identifies whether the customer has an open renewal for Dynamics on-premises AX or CRM
M365UpsellCustomer Identifies whether the customer shows upsell propensity for Microsoft 365
Has Google Identifies whether the customer shows competitive signals for owning Google products
Has AWS Identifies whether the customer shows competitive signals for owning AWS products
Has EA Identifies whether a renewal is an EA or an EA subscription
Has Open Identifies whether a renewal is an Open or Open Value agreement

Cloud Ascent - Azure propensity report

Column name Data description
MPN ID Microsoft Partner Network (MPN) ID
Partner Name Name of the partner
Customer ID Customer identifier number
DUNS Number The Dun & Bradstreet number of the customer who's being scored for propensity
Account Name Name of the account
Domain Domain of the account
Org Size Size of the organization
Industry The Industry of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical area of the customer
Subsidiary The subsidiary of the customer who's being scored for propensity
Sales Territory The sales territory of the customer who's being scored for propensity
City Geographical city location of the customer
State Geographical state location of the customer
Postal Code Postal code of the organization of the customer
Country Geographical country location of the customer
Segment Market segment as defined by microsoft
Sub Segment Market subsegment as defined by microsoft
SMC type Summary The categorization of a customer: Top unmanaged user bases are customers with 300+ employees. Top unmanaged compute bases are customers with USD 10,000 in Azure three-year potential. Medium businesses are customers with 25 employees or more. Small businesses are customers with 10 to 25 employees. Very small businesses are customers with one to nine employees.
Top Unmanaged - Compute Base This identifies customers that have $10k in Azure 3 year potential
Top Unmanaged - User Base Customers that have 300+ employees
IsNonProfit Indicates whether the organization is non-profit (Yes or No)
Migrate - EOS Windows Server - EOS Windows Server IB with Cloud Ascent propensity - 5+ licenses Customer who has an EOS on-premises Windows Server (that is, an EOS version or earlier). Customer has five or more licenses. Customer who has a propensity score. Partner should target this customer for migration to Azure.
Migrate - EOS Windows Server - EOS Windows Server IB with Cloud Ascent propensity - <5 licenses Customer who has an EOS on-premises Windows Server (that is, an EOS version or earlier). The Customer has fewer than five licenses. Customer who has a propensity score. Partner should target this customer for migration to Azure.
Migrate - EOS Windows Server - EOS Windows Server IB without Cloud Ascent propensity - 5+ licenses Customer who has an EOS on-premises Windows Server (that is, an EOS version or earlier). Customer has more than five licenses. Customer doesn't have a propensity score. Partner should target this customer for migration to Azure.
Migrate - EOS Windows Server - EOS Windows Server IB without Cloud Ascent propensity - <5 licenses Customer who has an EOS on-premises Windows Server (that is, an EOS version or earlier). Has fewer than five licenses. Customer doesn't have a propensity score. Partner should target this customer for migration to Azure.
Migrate - EOS SQL - EOS SQL Server IB with Cloud Ascent propensity - 5+ licenses Customer who has an EOS on-premises SQL Server (that is, an EOS version or earlier). Customer has 5+ licenses. Customer has a propensity score. Partner should target this customer for migration to Azure.
Migrate - EOS SQL - EOS SQL Server IB with Cloud Ascent propensity - <5 licenses Customer who has an EOS on-premises SQL Server (that is, an EOS version or earlier). Has fewer than five licenses. Customer who has a propensity score. Partner should target this customer for migration to Azure.
Migrate - EOS SQL - EOS SQL Server IB without Cloud Ascent propensity - 5+ licenses Customer who has an EOS on-premises SQL Server (that is, an EOS version or earlier). Customer has five or more licenses. Customer doesn't have a propensity score. Partner should target this customer for migration to Azure.
Migrate - EOS SQL - EOS SQL Server IB without Cloud Ascent propensity - <5 licenses Customer who has an EOS on-premises SQL Server (that is, an EOS version or earlier). Customer has fewer than five licenses. Customer doesn't have a propensity score. Partner should target this customer for migration to Azure.
Migrate - Migrate on-premises Windows Server - current Windows Server IB with Cloud Ascent propensity - 5+ licenses Customer who has a current on-premises Windows Server (that is, a version later than EOS). Customer has 5+ licenses. Customer has a propensity score. Partner should target this customer for migration to Azure.
Migrate - Migrate on-premises Windows Server - current Windows Server IB with Cloud Ascent propensity - <5 licenses Customer who has a current on-premises Windows Server (that is, a version later than EOS). Customer has fewer than five licenses. Customer has a propensity score for Azure. Partner should target this customer for migration to Azure.
Migrate - Migrate on-premises Windows Server - current Windows Server IB without Cloud Ascent propensity - 5+ licenses Customer who has a current on-premises Windows Server (that is, a version later than EOS). Customer has 5+ licenses. Customer doesn't have a propensity score. Partner should target this customer for migration to Azure.
Migrate - Migrate on-premises Windows Server - current Windows Server IB without Cloud Ascent propensity - <5 licenses Customer who has a current on-premises Windows Server (that is, a version later than EOS). Customer has fewer than five licenses. Customer doesn't have a propensity score. Partner should target this customer for migration to Azure.
Migrate - Migrate to Azure SQL or SQL virtual machines (VMs) - current SQL Server IB with Cloud Ascent propensity - 5+ licenses Customer who has a current on-premises SQL Server (that is, a version later than EOS). Customer has 5+ licenses. Customer has a propensity score. Partner should target this customer for migration to Azure.
Migrate - Migrate to Azure SQL or SQL VMs - current SQL Server IB with Cloud Ascent propensity - <5 licenses Customer who has a current on-premises SQL Server (that is, a version later than EOS). Customer has fewer than five licenses. Customer has a propensity score. Partner should target this customer for migration to Azure.
Migrate - Migrate to Azure SQL or SQL VMs - current SQL Server IB without Cloud Ascent propensity - 5+ licenses Customer who has a current on-premises SQL Server (that is, a version later than EOS). Customer has 5+ licenses. Customer doesn't have a propensity score. Partner should target this customer for migration to Azure.
Migrate - Migrate to Azure SQL or SQL VMs - current SQL Server IB without Cloud Ascent propensity - <5 licenses Customer who has a current on-premises SQL Server (that is, a version later than EOS). Customer has fewer than five licenses. Customer doesn't have a propensity score. Partner should target this customer for migration to Azure.
Migrate - OSS - Migrate to Open Source Shakespeare (OSS) DB Existing customer with any one of the following compete products: PostgreSQL, MySQL, MariaDB. Partner should target this customer for migration to Azure.
Migrate - OSS - Linux on Azure Existing customer with Linux. Partner should target this customer for migration to Azure.
Migrate - SAP - SAP on Azure Existing customer with SAP. Partner should target this customer for migration to Azure.
Migrate - Windows Virtual Desktop - Remote Desktop Services IB Identifies customers with active Windows Remote Desktop Services. Partner should target this customer for migration to Azure.
Migrate - Windows Virtual Desktop - Cross Sell Modern Work to Azure/WVD Identifies customers with Microsoft 365 and doesn't have Azure. Partner should target this customer for migration to Azure.
Migrate - WVD - Eligible Customers For 30% WVD Discount Customer is a Native WVD customer in this fiscal year and is eligible for the 30% WVD discount
Migrate - VMware IB Existing customer with the product: VMware. Partner should target this customer for migration to Azure.
Migrate - Citrix IB Existing customer with the product: Citrix Systems. Partner should target this customer for migration to Azure.
Enable - DevOps with GitHub - VisualStudio/MSDN IB Customer has developer tools or AKS and is an active customer in the past 36 months, target these customers for Azure
Cost Savings with AHUB + RI - SQL and Win Server IB with SA Customer has SQL or Win Server and an annuity agreement, target this customer for Azure
Innovate - Analytics - Power BI IB with high Azure propensity Customers with and Active Power BI subscription including: Power BI - Standalone Pro, Power BI - Azure Suites, Power BI - Office Suites, Power BI Suites - Microsoft 365
Innovate - Modernize Apps w AKS - High consuming Top Unmanaged building apps to PaaS Customer is an ISV or has greater than $1k spend in the trailing three months. Target this customer for Azure
Innovate - Modernize .NET and Java Apps w App Services - Top Unmanaged with websites (.NET or Java)" Customer is an ISV or a Top Unmanaged customer, the customer shows signals of using one or more of the following products: ASP.NET
Java, Apache Tomcat, Oracle WebLogic, Jboss, WebSphere, Node.js Foundation, EPiServer, Sitecore "
Innovate - Modernize Apps w RH Open Shift - High consuming Linux IB (Top Unmanaged and ISV) High Consuming Linux Customer targeting for migration to Azure
Innovate - High Propensity - High Propensity for Azure (Act Now and Evaluate) Customer shows high propensity to purchase Azure based on the CloudAscent Machine Learning Model
Innovate - Azure - No Propensity & SalesPlay Has Trailing 36 Month Revenue Customer doesn't have propensity, isn't part of a salesplay, and doesn't have any revenue in the last 36 months, but has still transacted with this partner previously.
Azure Security - E5 Go Back (motion for Sentinel) Existing Microsoft 365 E3 or E5 customers with 25+ seats and they don't have the MCA Microsoft Sentinel product. Target these customers for MCA Microsoft Sentinel.
Azure Security - Defender for Cloud Attach in Windows Migration Customer has greater than $1k in ACR, target this customer for Azure Security.
Azure Security - Well Architected Security Go Back Customer has Azure spend but doesn't have security products. Target for Azure security such as: MCA Azure DDOS Protection, MCA Microsoft Defender for Cloud IoT Disconn, MCA Microsoft Sentinel, MCA Azure Firewall products
Windows Server Standard version Displays the version of Windows Server Standard purchases by the customer
Windows Server Data Center version Displays the version of Windows Data Center purchases by the customer
AzureFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMB to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
AzureIntent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
AzureCluster Identifies the customer's propensity to purchase Azure by consolidating the Fit and Intent recommendations into a cluster. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
WindowsServerDataCenter_HasOpenRenewal Identifies whether the customer has an open renewal for Windows Server Datacenter
WindowsServerStandard_HasOpenRenewal Identifies whether the customer has an open renewal for Windows Server Standard
AzureUpsellCustomer Identifies whether the customer shows upsell propensity for Azure
Has Google Identifies whether the customer shows competitive signals for owning Google products
Has AWS Identifies whether the customer shows competitive signals for owning AWS products
Has EA Identifies whether a renewal is an EA or an EA subscription
Has Open Identifies whether a renewal is an Open or Open Value agreement
Azure Next Logical Workload Model - Existing workloads The number of existing Azure workloads that the customer has
Azure Next Logical Workload Model - Existing workloads The existing Azure workloads that the customer has purchased
Azure Next Logical Workload Model - Recommended workloads The number of recommended Azure workloads that the customer could be targeted for based on their past purchase history and the propensity recommendations
Azure Next Logical Workload Model - Recommended workloads The recommended Azure workloads that the customer could be targeted for based on their past purchase history and the propensity recommendations

Cloud Ascent - agreement renewal propensity report

Column name Data description
MPN ID Microsoft Partner Network (MPN) ID
Partner Name Name of the partner
Customer ID Customer identifier number
DUNS Number The Dun & Bradstreet number of the customer who's being scored for propensity
Account Name Name of the account
Domain Domain of the account
Org Size Size of the organization
Industry The Industry of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical area of the customer
Subsidiary The subsidiary of the customer who's being scored for propensity
Sales Territory The sales territory of the customer who's being scored for propensity
City Geographical city location of the customer
State Geographical state location of the customer
Postal Code Postal code of the organization of the customer
Country Geographical country location of the customer
Segment Market segment as defined by microsoft
Sub Segment Market subsegment as defined by microsoft
SMC Type Summary The categorization of a customer: Top unmanaged user bases are customers with 300+ employees. Top unmanaged compute bases are customers with USD 10,000 in Azure three-year potential. Medium businesses are customers with 25 employees or more. Small businesses are customers with 10 to 25 employees. Very small businesses are customers with one to nine employees.
Top Unmanaged - Compute Base This identifies customers that have $10k in Azure 3 year potential
Top Unmanaged - User Base Customers that have 300+ employees
IsNonProfit Indicates whether the organization is non-profit (Yes or No)
Has Google Identifies whether the customer shows competitive signals for owning AWS products
Has AWS Identifies whether the customer shows competitive signals for owning AWS products
Azure Cluster Identifies the customer's propensity to purchase Azure. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365 Finance + Operations Cluster Identifies the customer's propensity to purchase Dynamics 365 Finance and Operations. Customers who show a propensity for Finance + Operations will be in the top unmanaged categories. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365 CE Cluster Identifies the customer's propensity to purchase Dynamics 365 Customer Engagement. Customers who show a propensity for Customer Engagement will be in the Medium and Small categories. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365 BC Cluster Identifies the customer's propensity to purchase Dynamics 365 Business Central. Customers who show a propensity for Business Central will be in the Medium and Small categories. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
Microsoft 365 Cluster Identifies the customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters, because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
License Program Identifies the license program type for the renewal
Agreement ID Identifier of the agreement
Agreement End Date End date of the agreement
Expiration Type Type of expiration
Expiring Revenue Revenue associated with expiring subscriptions
Has EA Identifies whether a renewal is an EA or an EA subscription
Has Open Identifies whether a renewal is an Open or Open Value agreement
Azure Upsell customer Identifies whether the customer shows upsell propensity for Azure
Microsoft 365 Upsell customer Identifies whether the customer shows upsell propensity for Microsoft 365
RevSumDivisionName Identifies the product that's up for renewal

Cloud Ascent - Surface Propensity report

Column name Data description
MPN ID Microsoft Partner Network ID
Partner Name Name of the partner
Customer ID Identifier number of the customer
DUNS Number The Dun & Bradstreet (D&B) number of the customer who's being scored for propensity
Account Name Name of the account
Domain Domain of the account
Org Size Size of the organization
Industry Industry that the organization belongs to
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical area of the customer
Subsidiary The subsidiary of the customer who's being scored for propensity
Sales Territory The sales territory of the customer who's being scored for propensity
City Geographical city location of the organization
State Geographical state location of the organization
Postal Code Postal code of the organization
Country Geographical country location of the organization
Segment Market segment
Sub Segment Market subsegment
SMC Type Summary This identifies if the customer is top unmanaged, medium, small or very small depending on their org size and Azure consumption.
Top Unmanaged - Compute Base This identifies customers that have $10k in Azure 3 year potential
Top Unmanaged - User Base Customers that have 300+ employees
IsNonProfit Indicates whether the organization is non-profit (Yes or No)
Hybrid Workplace - Target Exchange Online Customers who have an active Exchange Online subscription, upsell to Microsoft 365
Hybrid Workplace - Compete (Zoom) with Microsoft 365 Customer with Zoom and Microsoft 365, target for conversion to Teams
Hybrid Workplace - Compete (Zoom) without Microsoft 365 Customer with Zoom, target for conversion to Teams
Hybrid Workplace - Microsoft 365 E3 targeted for Microsoft 365 E5 Existing customer with Microsoft 365 E3, target for Microsoft 365 E5
Hybrid Workplace - Microsoft 365 Business Basic and Business Standard customers targeted for Microsoft 365 Business Premium Existing Microsoft 365 Business Basic and Business Standard customers, target for Microsoft 365 Business Premium
Hybrid Workplace - Microsoft 365 A1 Customers Existing Microsoft A1 customers targeting for upsell
Hybrid Workplace - Target Cloud Voice for Microsoft 365 BP Target Customers with Cloud Voice Software for Business Premium
Hybrid Workplace - Target Cloud Voice for Microsoft 365 BS Target Customers with Cloud Voice Software for Business Standard
Hybrid Workplace - Target Cloud Voice for Microsoft 365 E5 Target Customers with Cloud Voice Software for Microsoft 365 E5
Hybrid Workplace - Target Cloud Voice for Microsoft 365 E3 Target Customers with Cloud Voice Software for Microsoft 365 E3
Hybrid Workplace - Microsoft 365 - No Propensity & SalesPlay Has Trailing 36 Month Revenue Customer isn't showing propensity and doesn't have revenue in the last 36 months but is still a customer of this partner.
Transitioned to the Cloud - On-prem Acquisition (Current Version) with CLAS Propensity - +10 Licenses Customer who has a current on-premises Office or Windows client. That is, the client version is later than an end of life (EOS) version. Customer has 10 or more licenses. Customer who has a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (Current Version) with CLAS Propensity - <10 Licenses Customer who has a current on-premises Office or Windows client (that is, a version later than EOS). Customer has fewer than 10 licenses. Customer who has a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (Current Version) without CLAS Propensity - +10 Licenses Customer who has a current on-premises Office or Windows client (that is, a version later than EOS). Customer has 10 or more licenses. Customer doesn't have a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (Current Version) without CLAS Propensity - <10 Licenses Customer who has a current on-premises Office or Windows client (that is, a version later than EOS). Customer has fewer than 10 licenses. Customer doesn't have a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (EOS) with CLAS Propensity - +10 Licenses Customer who has an EOS on-premises Office or Windows client (that is, an EOS version or earlier). Customer has 10 or more licenses. Customer has a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (EOS) with CLAS Propensity - <10 Licenses Customer who has an EOS on-premises Office or Windows client (that is, an EOS version or earlier). Customer has fewer than 10 licenses. Customer has a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (EOS) without CLAS Propensity - +10 Licenses Customer who has a current on-premises Office or Windows client (that is, an EOS version or earlier). Customer has 10 or more licenses. Customer doesn't have a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - On-prem Acquisition (EOS) without CLAS Propensity - <10 Licenses Customer who has a current on-premises Office or Windows client (that is, an EOS version or earlier). Customer has fewer than 10 licenses. Customer doesn't have a propensity score. Partner should target for conversion to Microsoft 365.
Transitioned to the Cloud - High Propensity Prospect for Microsoft 365 (Act Now; Evaluate) Prospect customer with high propensity for Microsoft 365
Transitioned to the Cloud - On-prem Skype for Business Existing On-prem Skype for Business Customers target for transition to teams
Transitioned to the Cloud - Skype for Business Online Existing Skype for Business Online Customers target for transition to teams
Transitioned to the Cloud - Active Subscription Skype for Business Online Existing Skype for Business Online Customers target for transition to teams
Refresh Your Devices - Surface Propensity Customer with high propensity for Surface
Refresh Your Devices - Surface Without Propensity Existing Surface customer that doesn't have propensity
M365Cluster Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
M365Fit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best small or mid-sized businesses (SMBs) to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
M365Intent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
SurfaceCluster Identifies a customer's propensity to purchase Surface by consolidating the Fit and Intent recommendations into a cluster. Target Act Now and Evaluate clusters because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
SurfaceFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMBs to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
SurfaceIntent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
O365Cluster Identifies the customer's propensity to purchase Office 365. Target Act Now and Evaluate clusters because they'll produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
O365Fit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMBs to compare customers and see whether they’re a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
O365Intent Signals related to social media and a customer’s online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
M365UpsellCustomer Identifies whether the customer shows upsell propensity for Microsoft 365
Has Google Identifies whether the customer shows competitive signals for owning Google products
Has AWS Identifies whether the customer shows competitive signals for owning Amazon Web Services (AWS) products
Has EA Identifies whether a renewal is an enterprise agreement (EA) or an EA subscription
Has Open Identifies whether a renewal is an Open or Open Value agreement

CPOR-M365Usage report

Column name Data description
CustomerTenantId Tenant ID of the customer
CustomerName Name of the customer
WorkloadName Name of the workload
MonthlyActiveUsers MAU (monthly active users)
PaidAvailableUnits PAU (paid available units)
ClaimId Claim ID of the workload
MpnId Microsoft Partner Network (MPN) ID
DateAssociated Associated date of the workload with the partner
PartnerAttributionType Partner Attribution Type (CPOR)
Date Date (first of month and year) for which the data is exported

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