Biz Apps Net Customer Add: Forecast missing detailed data

Just a quick update:

• MS Support has confirmed that the "view details" function is not working as expected. They are working on fixing this bug; bug is known since early 2024.
• As far as I am concerned there is no other path to extract data from the partner portal and determine the customer accounts which will not be counted in your next net customer add data refresh.

The "View more" button (screenshot below) doesn't work as expected:

• It does not provide related details ("who are the 11 customers not counted in the next data refresh?").
• Instead, it just opens the standard net customer add report.
  
  

RalfW 

Hi,
I do not have a quick or easy answer to this.

I agree that Microsoft do not make this easy to understand. Even the data you can download is formatted badly and requires you to correct it before you can use it. For example, numbers are text, which you have to convert back to numbers.

Here's a brief summary of how I would approach this.

1. Download the data for the particular metric
2. Open in Excel and use the 'Format as a table'
3. Add new column, e.g. RevenueValue and add a calculation here to convert the text values in the Revenue column to numbers, e.g. '=VALUE([@Revenue])'
4. Create a new worksheet
5. On the new worksheet, insert a pivot table using 'Table1' as the source Table/Range
6. Add Tenant as a row, FiscalMonth as a column, and RevenueValue to the values
7. You could remove the Grand Total column which is no relevant

In the pivot table you are looking for customers that exceeded the revenue threshold 12 months ago when it was counted new, when means 12 months later, they are no longer new and will now be removed metrics.

You can use this pivot too to compare the two revenue columns to see which customer may be counted new since 12 months ago, and also those that have revenue growth.

It is painful and takes time to figure out.

This is just for the Biz Apps. Some of the other solutions partner metrics require a different technique.

Perhaps someone else has some insights and better way of doing this.

Hi RalfW 

I've seen your post and I have not replied since your question is out of scope for my team.  However, if I find helpful information, I will update this post. 

If you're new to the community, when posting, please do not be alarmed if you do not get an immediate response since my team asks that community members allows 48 business hours for response to licensing/pricing/and incentive questions. 

Regards,

Microsoft CSP Licensing Concierge

MartijnBreet or Nick_Beacroft would you happen to know anything about this? Not sure you would but thought it was worth a shot as you seem to help others from time to time.

Thank you in advance!!  - jill