Partner Center Insights - a dashboard that shows how a Microsoft commercial partner is doing
Appropriate roles: Global admin | Account admin | Executive report viewer | Report viewer
The Insights dashboard is a unified reporting dashboard in Partner Center for Microsoft's Commercial partners who are enrolled in the Microsoft Partner Network (MPN) program. The Insights dashboard provides 360-degree view of your key performance indicators (KPI) across Cloud products such as Office, Azure, Dynamics, and licensing models such as Cloud Solution Provider (CSP) and Enterprise Agreement (EA). It exposes a rich set of KPI reports that can help you make data driven decisions for your organization.
Role-based access control to the Insights dashboard
There are two new roles in Partner Center designed specifically for access to Insights: Report Viewer and Executive Report Viewer. Users in the Executive Report Viewer role have access to all reporting data sets, while users in the Report Viewer role will not have access to sensitive data sets such as revenue and customer/employee personal data.
The Global admin or the Account admin can assign users these roles and are assigned either for the entire company or for a specific MPN location.
Users who were MPN admins as of Jan 20th, 2020 were automatically added to the company-wide report viewer role. They are able to access the reports as a report viewer without any explicit action required by Global admin or Account admin. The Global admins or account admin can override these assignments if necessary.
The following reports are available as part of the Insights dashboard.
Overview: The Overview report presents a snapshot view of various KPIs of interest to you such as Customer count, Active Subscriptions count, Azure Consumption Revenue, Active licenses etc.
Customer: The Customer report presents analytics around your customers such as Customer acquisition data, Active customers, etc.
Product - Subscriptions: The Subscriptions report presents acquisition and usage analytics for your Cloud subscriptions (such as O365, Azure, Dynamics etc.)
Product- Licenses: The Licenses dashboard presents license analytics for license-based Cloud products such as O365, Dynamics, Power BI etc.
Product - Azure usage: The Azure Usage report presents metrics related to your customers' Azure subscriptions including Azure consumption revenue and usage by meter categories.
Competencies: The Competencies report presents metrics on your Active, Qualified, and At-risk competencies.
Benefits: The Benefits report presents analytics on partner benefits you have earned vs consumed.
Navigating the Insights reports
Date range filters: You can find a date range selection at the top-right corner of each page. The output of the overview page graphs can be customized by selecting a date range based on the past 3, 6, or 12 months, or by selecting a custom date range. The default date range selection is 12 months.
Feedback button: Each chart/control in all the Insights reports is incorporated with a feedback button to let you provide instance feedback on a report feature.
Page level filters: Except for the Overview, Benefits, and Competencies reports, all Insights reports enable you to apply page level filters.
The filters selected will be applicable for all charts and metrics on a page, including the summary section. A filter item will be available if you have any data within that filter criteria.
Default selection of each filter list is all. For example, if you have not selected a specific product in products filter, default selection will be all products.
Filters selected will be displayed at the top of the page.
- Products: List of all Microsoft Cloud products sold/managed by your organization, for example, O365, Azure, D365, EMS, Power BI, etc.
- Customer markets: List of customer countries
- Partner attributions: Your association type with your customers' subscriptions, for example, Digital partner of record (DPOR), Delegated admin privilege (DAP), and Partner Admin link (PAL).
- Partner locations: List of all your organization's MPN locations.
- Sales channels: All sales channel/pricing through which you are purchasing/provisioning products and services namely CSP, EA, CSP indirect, Direct, Advisor, Open, others
- Customer segments: List of customer segments across the partners customer base.