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 |
| 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 |
Next steps
- For more information, see Download reports.