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Cloud product performance reports - Data definitions

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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 sections.

Partner profile report

  • MPNId: Microsoft AI Cloud Partner Program ID
  • PartnerName: Name of the partner
  • PGA_MPNID: Identifier of the partner global account
  • PGA_PartnerName: Partner global account name
  • City: City location of the partner
  • Country: Country/region location of the partner
  • HierarchyLevel: Indicates whether it's a Global ID or Location ID

Customers and tenants

  • PGAMpnID: Identifier of the partner global account
  • 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
  • CustomerMarketGeographical market of the customer
  • CustomerStatus: Customer Status (Active or Inactive)
  • CustomerTenantName: Name of customer tenant
  • CustomerTenantCountry: Country/region of customer tenant
  • TenantDomainName: Domain name of customer tenant
  • Product: The product sold to the customer by the partner: Microsoft 365, 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 AI Cloud Partner Program (formerly MPN)
  • PartnerName: Name of the partner
  • PartnerLocation: Geographical location of partner
  • PartnerAttributionType: Attribution/Association type of the partner. Can be Advisor, Channel Partner, Claiming Partner of Record (CPOR), CPOR - Competency, CPOR - FRP, CPOR OSA, CPOR RevRec, Cloud Solution Provider (CSP) Tier 1, CSP Tier 2, Deal Registration, Distributor, Hosting Partner, Partner Admin Link, Partner As End Customer, Partner of Record, Reseller, or Transacting Partner of Record
  • SalesChannel: Sales Channel
  • IndustryName: Type of Industry the customer belongs
  • VerticalName: Business Vertical within the Industry of the Customer
  • EOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • IsDuplicateRowForPGA: For multiple partner attributions under single PGA, this value is set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row
  • AvailableSeats: Available licenses
  • BilledRevenueUSD: Billed revenue in US dollar
  • AzureConsumedRevenueUSD: Azure Consumed Revenue in USD
  • CPORRevenue: Revenue from the CPOR Partner attaches type
  • CPORPaidSeats: Paid licenses 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.

  • PGAMpnID: Identifier of the partner global account
  • ResellerMpnID: Reseller Microsoft AI Cloud Partner Program identifier
  • ResellerName: Reseller name
  • ResellerMarket: Reseller country/region of market
  • IndirectProviderMpnID: Identifier of the indirect provider Microsoft AI Cloud Partner Program
  • IndirectProviderName: Indirect provider name
  • Month: Month for which usage and revenue is reported
  • Product: Product name
  • SubscriptionID: Identifier of the subscription
  • AvailableSeats: Number of licenses available
  • AssignedSeats: Number of assigned licenses
  • 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai

Subscription details report

Note

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

  • PGAMpnID: Identifier of the partner global account
  • 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 autorenewed (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 AI Cloud Partner Program ID
  • PartnerName: Name of the partner
  • PartnerLocation: Geographical location of the partner
  • PartnerAttributionType: Attribution type for the subscription
  • SalesChannel: Channel of the sales - Direct, CSP, and so on
  • IndustryName: Type of Industry the customer belongs
  • VerticalName: Business Vertical within the Industry of the Customer
  • EOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • PricingLevel: Price point of the sale
  • EnrollmentNumber: Enrollment number of the subscription
  • IsDuplicateRowForPGA: For multiple partner attributions under single PGA, this value is set to 0 for only one PartnerID. 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 licenses until End of Period
  • AvailableSeats: Available license difference Month on month
  • BilledRevenueUSD: Revenue in USD
  • AzureConsumedRevenueUSD: Azure Consumed Revenue in USD
  • CPORRevenue: Revenue from the CPOR Partner attaches type
  • CPORPaidSeats: Paid licenses with CPOR Partner attach type
  • CPORActiveUsers: Active users with CPOR Partner attach type

CSP direct partner eligibility

  • PGAMpnID: Identifier of the partner global account
  • PartnerName: Name of the partner
  • MPNID: Microsoft AI Cloud Partner Program 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 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 is 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

  • PGAMpnID: Identifier of the partner global account
  • 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 (Active, Disabled, Deprovisioned, Abandoned 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: More 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: PartnerID of the customer
  • PartnerName: Name of the partner
  • PartnerLocation: Geographical country/region location of the partner
  • PartnerAttributionType: Attribution or Association type of the partner which can be CSP Tier 1, CSP Tier 2, Deal Registration, Partner Admin Link, Partner As End Customer, Partner of Record or Transacting Partner of Record
  • 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 is 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • 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
  • ACR_USD: Azure consumed revenue (ACR) in US dollars

Office 365 license usage report

  • PGAPartnerID: Identifier of the partner global account
  • 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/region 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • PartnerID: Identifier of Microsoft AI Cloud Partner Program
  • PartnerName: Name of the partner
  • PartnerLocation: Geographical location of the partner
  • PartnerAttributionType: Attribution or Association type of the partner which can be CPOR - Competency, CPOR - FRP, CSP Tier1, CSP Tier2, Delegated Admin Privilege, Operator Connect, Partner As End Publisher, Partner of Record or Transacting Partner of Record
  • IsDuplicateRowForPGA: For multiple partner attributions under single PGA, this value is set to 0 for only one PartnerID. If the value is set to 1, then it indicates a duplicate row

Note

TotalPaidAvailableUnits and TotalMonthlyActiveUsers columns are legacy columns retained for schema consistency. These columns do not contain any data and can be ignored.

Enterprise mobility license usage report

  • PGAMpnID: Identifier of the partner global account
  • 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/region 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • MPNID: PartnerID
  • PartnerName: Name of the partner
  • PartnerLocation: Geographical location of partner
  • PartnerAttributionType: Attribution or Association type of partner which can be CPOR - Competency, CPOR - FRP, CSP Tier1, CSP Tier2, Delegated Admin Privilege, Partner of Record or Transacting Partner of Record
  • PartnerHierarchy: Hierarchy of partner (HeadQuarters or Location)
  • PaidAvailableUnits: Number of paid available units
  • MonthlyActiveUsers: Number of monthly active users
  • AATPActiveUsage: Azure Advanced Threat Protection (AATP) active usage
  • MCASActiveUsage: Microsoft Defender XDR for Cloud Apps active usage
  • AADPPaidAvailableUnits: Number of paid available units for Microsoft Entra ID P1 or P2 (AADP)
  • IntunePaidAvailableUnits: Number of paid available units for Intune
  • AzipPaidAvailableUnits: Number of paid available units for Azure Information Protection
  • AADPMonthlyActiveUsers: Number of monthly active users for Microsoft Entra ID P1 or P2 (AADP)
  • IntuneMonthlyActiveUsers: Number of monthly active users for Intune
  • AzipMonthlyActiveUsers: Number of monthly active users for Azure Information Protection. It's a workload reported under EMS. It has recently been renamed to Microsoft Purview Information Protection.
  • MDM: Mobile Device Management
  • MAM: Mobile Application Management
  • SSPR: Self-Service Password Reset

Dynamics 365 license usage report

  • PGAMpnID: Identifier of the partner global account
  • 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • MPNID: Identifier of Microsoft AI Cloud Partner Program
  • PartnerName: Name of the partner
  • PartnerLocation: Geographical country/region location of the partner
  • PartnerAttachType: Attribution or Association type for the subscription. Can be CPOR, Delegated Admin Privilege, FastTrack, Partner of Record or Transacting Partner of Record
  • AvailableSeats: Current paid available licenses
  • AssignedSeats: Current assigned licenses
  • ActiveSeats: Current active licenses
  • DeploymentOpportunity: Deployment opportunity is the number of licenses that aren't assigned
  • ActiveUsagePercent: Current active usage as a percentage of available licenses

Power BI license usage report

  • PGAMpnID: Identifier of the partner global account
  • 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • MPNId: Identifier of Microsoft AI Cloud Partner Program
  • PartnerName: Name of the partner
  • PartnerLocation: Geographical country/region location of the partner
  • PartnerAttachType: Attribution type for the subscription
  • PartnerHierarchy: Hierarchy of partner (HeadQuarters or Location)
  • AvailableSeats: Current paid available licenses
  • AssignedSeats: Current assigned licenses
  • ActiveSeats: Current active licenses
  • DeploymentOpportunity: Deployment opportunity is the number of licenses that aren't assigned
  • ActiveUsagePercent: Current active usage as a percentage of available licenses

Business applications revenue

  • FiscalMonthName: Month and year information regarding the data
  • GlobalPartnerID: Global partner ID of the partner
  • PartnerName: Name of the partner
  • PartnerAssociationType: Partner association type, which can be CPOR OSA, CPOR RevRec, CPOR RevRec Performance, CSP CPOR RevRec Performance, CSP Tier 1, CSP Tier 2, or DPOR
  • CustomerID: Unique identifier for a customer in Microsoft record
  • CustomerName: Name of the customer
  • CustomerTenantID: Tenant ID of the customer
  • CustomerTenantName: Name of the customer at the tenant level
  • SubscriptionId: Identifier for the subscription
  • SubscriptionStartDate: Start date of the subscription
  • Country: Country/region of the customer
  • WorkloadCategory: Category of the workload
  • Workloads: Appropriate workload for the subscription, such as AI Builder, Business Central, CE Bundle, Commerce, Customer Insights, Customer Service, F&O Bundle, Field Service, Finance
  • AdjustedRevenueAmtCD: Revenue details for the subscription

Business applications usage

  • FiscalMonthName: Month and year information regarding the data
  • GlobalPartnerID: Global partner ID of the partner
  • PartnerName: Name of the partner
  • PartnerAssociationType: Partner association type, which can be CPOR OSU, CSP Tier 1, CSP Tier 2, DPOR, or PAL
  • CustomerID: Unique identifier for a customer in Microsoft record
  • CustomerName: Name of the customer
  • CustomerTenantID: Tenant ID of the customer
  • CustomerTenantName: Name of the customer at the tenant level
  • SubscriptionID: Identifier for the subscription
  • SubscriptionStartDate: Start date of the subscription
  • MetricType: Type of the subscription paid or trial
  • WorkloadCategory: Category of the workload
  • Workload: Appropriate workload for the subscription, such as AI Builder, Business Central, CE Bundle, Commerce, Customer Insights, Customer Service, F&O Bundle, Field Service, Finance
  • SkuGroup: Group to which the SKU belongs
  • PAMAU: Partner attached monthly active users
  • MAC: Monthly active capacity
  • MAU: Monthly active users

Teams meetings and calls report

  • PGAMpnID: Identifier of the partner global account
  • 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/region
  • 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • 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

  • PGAMpnID: Identifier of the partner global account
  • 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/region
  • 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai

Teams usage third-party apps report

  • PGAMpnID: Identifier of the partner global account
  • CustomerId: Customer top parent ID
  • CustomerTenantId: Tenant ID of the customer
  • CustomerName: Customer name
  • CustomerCountryCode: Country Code of the customer
  • CustomerCountry: Customer country/region
  • 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, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
  • DateKey: Date for which usage is reported
  • AppName: Name of the Teams app
  • Usercount: Number of users for the app

Trainings, exams, and certifications

  • PGAMpnId: Identifier of the partner global account
  • 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 AI Cloud Partner Program
  • PartnerName: Name of the partner
  • PartnerCityLocation: Geographical city location of the partner
  • PartnerCountryLocation: Geographical country/region location of the partner

Microsoft Learn report

  • PGAMpnId: Identifier of the partner global account
  • 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 AI Cloud Partner Program
  • PartnerName: Name of the partner
  • Country: Geographical country/region location of the partner

Cloud Ascent - Microsoft 365 propensity report

  • GlobalID: Partner Global Account ID (PGA): Account structure
  • PartnerName: Partner Global Account Name
  • CustomerID: Unique identifier for Microsoft customers or Prospects, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
  • MoodysID: Unique identifier for accounts sourced from Moody's, an external data provider.
  • AccountName: The name of the Microsoft Customer or Prospects.
  • Domain: Domain (website) of the Customer
  • OrgSize: The number of employees within an Account
  • Industry: Industry that the organization belongs
  • Vertical: Vertical that the organization belongs
  • Area: Geographical physical location of the Customer grouped into 14 areas within the world.
  • Subsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the world
  • SalesTerritory: Geographical physical location of the Customer grouped into SalesTerritories within given area
  • City: Geographical city location of the customer
  • State: Geographical state location of the customer
  • PostalCode: Postal code of the organization of the customer
  • Country: Geographical country/region location of the customer
  • Segment: Customer Segment as defined by Microsoft
  • SubSegment: Customer Segment as defined by Microsoft
  • SMCTypeSummary: Another Customer Segment defined by Microsoft:
    • Upper Medium: Customers with 300 - 999 employees
    • Medium: Customers with 25 - 300 employees
    • Small: includes customers with 1-24 employees
  • IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or not:
    • Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
    • Approved - Paid: Customers that are approved nonprofits and are paying some amount
    • Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products
    • Approved - Inactive: Customers who are approved but aren't using products
    • No: Customers who aren't a nonprofit
  • M365 Cohort: A specific group of customers categorized by their current usage of Microsoft 365 services and the targeted strategy for their upgrade or adoption of additional services. Here's a breakdown of each cohort:
    • Migrate to Cloud: This cohort targets customers who don't currently have Microsoft 365 and are using on-premises or "Dark" solutions. The goal is to transition them to cloud services, emphasizing the benefits of cloud services.
    • Upsell from Standalones to Microsoft 365: This group consists of customers who have less than three paid Exchange Online subscriptions, whether standalone or as part of the Microsoft 365 bundle. The strategy is to communicate the value of fully adopting Microsoft 365 services.
    • Upsell from Exchange Online to Microsoft 365: Customers predominantly using Exchange Online Standalone are encouraged to upgrade to the full suite of Microsoft 365 productivity services, focusing on the productivity benefits.
    • Upsell to Microsoft 365 BP/E3: This cohort includes customers who are extensive users of Microsoft 365 bundles but haven't adopted Security add-ons, Business Premium (BP), Enterprise E3 (ME3), Enterprise E5 (ME5), or Enterprise Mobility + Security (EMS). The messaging focuses on the initial security offerings.
    • Attach Copilot to Eligible Customers: Aimed at Microsoft 365 customers who already have a significant number of service bundles and some security features. The strategy is to promote Copilot and expand their security capabilities, highlighting Copilot and advanced security features.
  • Surface Cohort: The Surface Cohorts are characterized as follows:
    • Cross Sell Surface to Microsoft 365: 1-49 Seat: Customers who have Microsoft 365 but don't own any Surface devices.
    • Cross Sell Surface to Microsoft 365: >50 seats: Customers with more than 50 licenses of MBP/ME3/ME5/OE3/OE5 but no Surface devices.
    • Surface Expansion: Has 1-24 Surface: Customers who have purchased between 1 and 24 Surface devices within the last three years.
    • Surface Expansion: Has>25 Surface: Customers who have purchased more than 25 Surface devices within the last three years.
  • FY25_Offers: Promos for FY25, customers who are eligible for a promo
  • M365Cluster: Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they 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.
  • M365 Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • 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 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.
  • Surface Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • M365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365.
  • Transacted EOS Products: Indicates whether the customer has purchased a Microsoft product nearing its end-of-support date.
  • Paid Seat Range: The estimated number of paid user licenses the customer has for Microsoft products/services. (Examples: 1-10, 11-50).
  • Has Product: Indicates whether the customer currently owns any Microsoft product.
  • Has CoPilot: Indicates whether the customer purchased Microsoft Copilot categorized as follows:
    • Not Eligible: denotes customers without qualifying paid products for Microsoft 365 Copilot
    • Attach: refers to customers who have the necessary eligible products but haven't yet added Copilot
    • Pilot: indicates customers with up to five Copilot licenses
    • Expand: applies to customers with more than five Copilot licenses
  • Has_MW_CSP_Annual_Renewal: Identify target customers who have CSP subscriptions with annual terms and display those with the earliest upcoming renewal month
  • Has Compete: Indicates whether the customer uses products or services from Microsoft competitors
  • Has Pricing Level: Identifies how a customer purchased Microsoft products by the various Microsoft pricing levels, examples: Enterprise Agreement, Open Value, CSP
  • Customer_Potential_Revenue_Range: Estimated range of potential revenue that represents the customer's potential over a three-year average for Microsoft products and services. For example, $0-$10k, $10k-$50k.
  • TransactedInTheLast36Months: Identifies if the customer has purchased a Microsoft product in the trailing 36 month period

Cloud Ascent - Dynamics 365 propensity report

  • GlobalID: Microsoft AI Cloud Partner Program ID
  • PartnerName: Name of the partner
  • CustomerID: Unique identifier for Microsoft customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
  • MoodysID: Unique identifier for accounts sourced from Moody's, an external data provider.
  • AccountName: The name of the Microsoft Customer or Prospects.
  • Domain: Domain (website) of the Customer
  • OrgSize: 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 physical location of the Customer grouped into 14 Areas within the world.
  • Subsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the world
  • SalesTerritory: Geographical physical location of the Customer grouped into SalesTerritories within given Area
  • City: Geographical city location of the customer
  • State: Geographical state location of the customer
  • PostalCode: Postal code of the organization of the customer
  • Country: Geographical country/region location of the customer
  • Segment: Market segment as defined by Microsoft
  • SubSegment: Market subsegments as defined by Microsoft
  • SMCTypeSummary: Another Customer Segment defined by Microsoft:
    • Upper Medium: Customers with 300 - 999 employees
    • Medium: Customers with 25 - 300 employees
    • Small: Customers with 1-24 employees
  • IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or not:
    • Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
    • Approved - Paid: Customers that are approved nonprofits and are paying some amount
    • Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products
    • Approved - Inactive: Customers who are approved but aren't using products
    • No: Customers who aren't a nonprofit
  • Innovation_with_AI_in_Low_Code__Create_Copilots_and_Customized_Applications: Customers with no low code and have Microsoft 365 or Business Standard and are a target to sell Power Apps
  • Accelerate_Revenue_Generation__Modernize_CRM_Systems_for_Sales: Customers who currently don't have Dynamics 365 Sales or Dynamics 365 Sales Enterprise and has Microsoft 365 OR Business Standard and are a target to sell Dynamics 365 Sales
  • Scale_Business_Operations__Migrate_Dynamics_OnPrem_to_Business_Central: Customers who are currently using Dynamics on-premises products like NAV or GP or SL and are target to migrate to Dynamics 365 Business Central
  • Scale_Business_Operations__Modernize_Accounting_ERP_Systems_with_Business_Central: Customers who currently don't have Dynamics 365 BC or F&O and has Microsoft 365 OR Business Standard and are a target to sell Dynamics 365 Business Central
  • Premium_CoPilots__Salesforce_Surround__Attach_CoPilot_for_Sales: Customers who currently don't have Dynamics 365 Sales or Dynamics 365 Sales Enterprise and have Salesforce and are a target to sell Dynamics 365 Sales or Copilot Sales
  • FY25_Offers: Promos for FY25, customers who are eligible for a promo
  • D365BCCluster: Identifies the customer's propensity to purchase Dynamics 365 Business Central. Customers who show a propensity for Business Central are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after your 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.
  • D365 BC Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • D365CECluster: Identifies the customer's propensity to purchase Dynamics 365 Customer Engagement. Customers who show a propensity for Customer Engagement are in the Medium and Small categories. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after your target Act Now and Evaluate customers.
  • D365CEFit: 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.
  • D365CEIntent: 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.
  • D365 CE Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • PowerAppsCluster: Identifies the customer's propensity to purchase Power Apps. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after your target Act Now and Evaluate customers.
  • PowerAppsFit: 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.
  • PowerAppsIntent: 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.
  • Power Apps Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • Has Quickbooks or Xero or Sage: Customers using Quickbooks or Xero or Sage
  • Has NAV or GP or SL: Customers who are currently using Dynamics on-premises products like NAV or GP or SL
  • M365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365
  • Has Transacted Product:
  • HasGoogle: Identifies whether the customer shows competitive signals for owning Google products
  • HasAWS: Identifies whether the customer shows competitive signals for owning AWS products
  • Has Pricing Level: Identifies whether a renewal is an EA or an EA subscription or an Open or Open Value agreement
  • Customer_Potential_Revenue_Range: Estimated range of potential revenue that represents the customer's potential over a three-year average for Microsoft products and services. For example, $0-$10k, $10k-$50k.
  • TransactedInTheLast36Months: Identifies if the customer has purchased in the trailing 36 month period

Cloud Ascent - Azure propensity report

  • PartnerName: Name of the partner
  • CustomerID: Unique identifier for Microsoft customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
  • MoodysID: Unique identifier for accounts sourced from Moody's, an external data provider.
  • AccountName: The name of the Microsoft Customer or Prospects.
  • Domain: Domain (website) of the Customer.
  • OrgSize: 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 physical location of the Customer grouped into 14 Areas within the world.
  • Subsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the world.
  • SalesTerritory: Geographical physical location of the Customer grouped into SalesTerritories within given Area.
  • City: Geographical city location of the customer.
  • State: Geographical state location of the customer.
  • PostalCode: Postal code of the organization of the customer.
  • Country: Geographical country/region location of the customer.
  • Segment: Market segment as defined by Microsoft.
  • SubSegment: Market subsegments as defined by Microsoft.
  • SMCTypeSummary: Another Customer Segment defined by Microsoft:
    • Upper Medium 300 - 999 employees
    • Medium: include customers with 25 - 300 employees
    • Small include customers with 1-24 employees
  • IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or not:
    • Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
    • Approved - Paid: Customers that are approved nonprofits and are paying some amount.
    • Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products.
    • Approved - Inactive: Customers who are approved but aren't using products.
    • No: Customers who aren't a nonprofit
  • Innovate_with_Azure_AI_Platform__Azure_Open_AI_Growth: Drive holistic Digital Native & ISV preference for the Azure AI portfolio vs. AWS/GCP. Enable Digital Native & ISV AI strategies by bringing together the full capability of Azure AI platform.
  • Build_Modernize_AI_Apps__Modernize_Existing_Apps_Acquire: Drive modernization of existing apps and data to harness the power of fully managed services and AI capabilities for a transformative impact on your business and acquisition of new customers.
  • Build_Modernize_AI_Apps__Modernize_Existing_Apps_Growth: Drive modernization of existing apps and data to harness the power of fully managed services and AI capabilities for a transformative impact on your business and growth of existing customers.
  • Build_Modernize_AI_Apps__Build_New_AI_Apps__Acquire: Develop new apps and data solutions to harness the power of fully managed services and AI capabilities for a transformative impact on your business and acquisition of new customers.
  • Build_Modernize_AI_Apps__Build_New_AI_Apps__Growth: Develop new apps and data solutions to harness the power of fully managed services and AI capabilities for a transformative impact on your business and growth of existing customers.
  • Unify_Intelligent_Data_Analytics_Platform__Fabric_Growth: Accelerate SMB market share capture of data estate opportunity with a unified data platform for the era of AI. Drive Fabric ACR through customer growth (next logical workload).
  • Unify_Intelligent_Data_Analytics_Platform__Fabric_Acquisition: Accelerate SMB market share capture of data estate opportunity with a unified data platform for the era of AI. Drive Fabric ACR through customer acquisition (first workload).
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__First_workload_MW_to_Azure: Customers with no Azure consumption and with Microsoft 365 licenses
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__First_workload_AVD_RDS: Customers with no Azure consumption and with Microsoft 365 M/E5, Microsoft 365 licenses Windows Remote Desktop Services (Microsoft 365, MBP)
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__EOS_SQL_2012_2014: Customers with SQL Server 2014 reaching end of support.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__EOS_WS_2012_2012R2: Customers with Windows Server 2012/2012 R2 reaching end of support.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_defender_for_Cloud_Go_Back: Azure consuming customers without Azure Defender for Cloud.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_Network_Security_Go_Back: Azure consuming customers without Azure Network Security (Azure Firewall Basic and Azure DDoS IP Protection).
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_windows_Server_migration_to_Azure: Azure consuming customers with on-premises Windows Server - target for moving to Azure.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_linux_estate_migration_to_Azure: Azure consuming customers with on-premises Linux and propensity to migrate those Linux servers.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_sql_Server_migrations_Azure: Azure consuming customers with on-premises SQL Server databases for migration to Azure SQL.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__Secure_Migration_Defender_for_Cloud: Customers with on-premises Linux, WS, SQL Servers and without Azure Defender for Cloud (Azure Firewall Basic and Azure DDoS IP Protection).
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__Secure_Migration_Network_Security: Customers with on-premises Linux, WS, SQL Servers and without Network Security (Azure Firewall Basic and Azure DDoS IP Protection).
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_VMWare_Servers_migration_to_Azure: Customers with VMware on-premises and Azure footprint - assuming 80% of WS/SQL annualized cores are VMware.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_Windows_Server_migration_to_Azure: Customers with no Azure consumption and on-premises Windows Server - target for moving to Azure.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_Linux_estate_migration_to_Azure: Azure consuming customers with on-premises Linux and propensity to migrate those Linux servers.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_SQL_Server_migrations_to_Azure: Customers with no Azure consumption and on-premises SQL Server databases for migration to Azure SQL
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_Linux/OSS DB_migrations_to_Azure: Microsoft identifies these customers based on their use of the competitor data for one of the products: PostgreSQL, MariaDB, or MySQL and the customer hasn't yet purchased Azure. The recommendation for this customer is to migrate them to Azure.
  • Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_Arc_Server_migrations_to_Azure: Microsoft identifies these customers based on their purchase of annuity for on-premises SQL. The recommendation for this customer is to migrate them to Azure.
  • Migrate_SAP__Extend_innovate_SAP_Microsoft_Cloud_Services: Customers currently using SAP solutions and identified as potential targets for migrating or extending their SAP environments using Microsoft Cloud services (Azure).
  • Migrate_SAP__Migrate_modernize_to_S/4HANA_via_RISE_with_SAP: Customers currently using SAP solutions (potentially older versions) and identified as potential targets for migrating and modernizing to SAP S/4HANA using the RISE with SAP offering.
  • FY25_Offers: Promos for FY25, customers who are eligible for a promo
  • 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 produce higher yield. Target Nurture and Educate customers only if there's still capacity after your target Act Now and Evaluate customers.
  • Azure Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • Number_of_Existing_Workloads: The number of existing Azure workloads that the customer has.
  • Existing_Workloads: The existing Azure workloads that the customer has purchased.
  • Number_of_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.
  • Recommended_Workloads: The recommended Azure workloads that the customer could be targeted for based on their past purchase history and the propensity recommendations.
  • Next Logical Workload Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • Has Transacted Product: Indicates whether the customer has purchased a Microsoft product within 36 months.
  • Has Compete: Indicates whether the customer uses products or services from Microsoft competitors.
  • Has Pricing Level: Identifies whether a renewal is an EA or an EA subscription or an Open or Open Value agreement.
  • Customer_Potential_Revenue_Range: Estimated range of potential revenue that represents the customer's potential over a three-year average for Microsoft products and services. For example, $0-$10k, $10k-$50k.
  • TransactedInTheLast36Months: Identifies if the customer has purchased in the trailing 36 month period.

Cloud Ascent - Agreement renewal propensity report

  • MPNID: Microsoft AI Cloud Partner Program ID
  • PartnerName: Name of the partner
  • CustomerID: Customer identifier number as defined by Microsoft
  • DUNSNumber: The Dun & Bradstreet number of the customer who's being scored for propensity
  • AccountName: Name of the customer
  • Domain: Domain of the customer
  • OrgSize: 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
  • SalesTerritory: 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
  • PostalCode: Postal code of the organization of the customer
  • Country: Geographical country/region location of the customer
  • Segment: Market segment as defined by Microsoft
  • SubSegment: Market subsegments as defined by Microsoft
  • SMCTypeSummary: The categorization of a customer as defined by Microsoft: n- Corporate Scale Businesses: Customers who meet at least one of the following criteria - High Revenue ($100 K+), High Growth (20%+), High Potential ($100 K+), Org Size 500+, ACR Web Direct > $1000+ per month Medium businesses: Customers with 25 - 300 employees Small: Customers with 1-24 employees
  • IsNonprofit: Indicates whether the organization is nonprofit and approved by Microsoft or not:
    • Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
    • Approved - Paid: Customers that are approved nonprofits and are paying some amount
    • Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't a paying customer
    • Approved - Inactive: Customers who are approved but aren't using products
    • No: Customers who aren't a nonprofit.
  • FY24 Offers: Promos for FY24, customers who are eligible for a promo
  • HasGoogle: Identifies whether the customer shows competitive signals for owning Google products.
  • HasAWS: Identifies whether the customer shows competitive signals for owning AWS products.
  • 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 produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • D365FOCluster: Identifies the customer's propensity to purchase Dynamics 365 Finance and Operations. Customers who show a propensity for Finance + Operations are in the top unmanaged categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • D365CECluster: Identifies the customer's propensity to purchase Dynamics 365 Customer Engagement. Customers who show a propensity for Customer Engagement are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • D365BCCluster: Identifies the customer's propensity to purchase Dynamics 365 Business Central. Customers who show a propensity for Business Central are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • PowerAppsCluster: Identifies the customer's propensity to purchase Power Apps. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • M365Cluster: Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
  • License Program: Identifies the license program type for the renewal
  • Agreement ID: Identifier of the agreement as defined by Microsoft
  • 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
  • Microsoft365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365
  • RevSumDivisionName: Identifies the product that's up for renewal
  • TransactedInTheLast36months: Identifies if the customer has purchased in the trailing 36 month period

Cloud Ascent - Surface propensity report

  • GlobalID: Microsoft AI Cloud Partner Program ID
  • PartnerName Name of the partner
  • CustomerID: Unique identifier for Microsoft Customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
  • MoodysID: Unique identifier for accounts sourced from Moodys, an external data provider.
  • AccountName The name of the Microsoft Customer or Prospects.
  • Domain: Domain (website) of the Customer
  • OrgSize: 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 physical location of the Customer grouped into 14 Areas within the world.
  • Subsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the world
  • SalesTerritory: Geographical physical location of the Customer grouped into SalesTerritories within given Area
  • City: Geographical city location of the customer
  • State: Geographical state location of the customer
  • PostalCode: Postal code of the organization of the customer
  • Country: Geographical country/region location of the customer
  • Segment: Market segment as defined by Microsoft
  • SubSegment: Market subsegments as defined by Microsoft
  • SMCTypeSummary: Another Customer Segment defined by Microsoft:
    • Upper Medium: Customers with 300 - 999 employees
    • Medium: Customers with 25 - 300 employees
    • Small: Customers with 1-24 employees
  • IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or not:
    • Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
    • Approved - Paid: Customers that are approved nonprofits and are paying some amount
    • Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products
    • Approved - Inactive Customers who are approved but aren't using products
    • No: Customers who aren't a nonprofit
  • M365 Cohort: A specific group of customers categorized by their current usage of Microsoft 365 services and the targeted strategy for their upgrade or adoption of additional services. Here's a breakdown of each cohort:
    • Migrate to Cloud: This cohort targets customers who don't currently have Microsoft 365 and are using on-premises or 'Dark' solutions. The goal is to transition them to cloud services, emphasizing the benefits of cloud services.
    • Upsell from Standalones to Microsoft 365: This group consists of customers who have less than three paid Exchange Online subscriptions, whether standalone or as part of the Microsoft 365 bundle. The strategy is to communicate the value of fully adopting Microsoft 365 services.
    • Upsell from Exchange Online to Microsoft 365: Customers predominantly using Exchange Online Standalone are encouraged to upgrade to the full suite of Microsoft 365 productivity services, focusing on the productivity benefits.
    • Upsell to Microsoft 365 BP/E3: This cohort includes customers who are extensive users of Microsoft 365 bundles but haven't adopted Security add-ons, Business Premium (BP), Enterprise E3 (ME3), Enterprise E5 (ME5), or Enterprise Mobility + Security (EMS). The messaging focuses on the initial security offerings.
    • Attach Copilot to Eligible Customers: Aimed at Microsoft 365 customers who already have a significant number of service bundles and some security features. The strategy is to promote Copilot and expand their security capabilities, highlighting Copilot and advanced security features.
  • Surface Cohort: The Surface Cohorts are characterized as follows:
    • Cross Sell Surface to Microsoft 365: 1-49 Seat: Customers who have Microsoft 365 but don't own any Surface devices.
    • Cross Sell Surface to Microsoft 365: >50 seats: Customers with more than 50 licenses of MBP/ME3/ME5/OE3/OE5 but no Surface devices.
    • Surface Expansion: Has 1-24 Surface: Customers who have purchased between 1 and 24 Surface devices within the last three years.
    • Surface Expansion: Has>25 Surface: Customers who have purchased more than 25 Surface devices within the last three years.
  • FY25_Offers: Promos for FY25, Customers who are eligible for a promo
  • M365Cluster: Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they 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.
  • M365 Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • 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 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.
  • Surface Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • M365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365
  • Transacted EOS Products: Indicates whether the customer has purchased a Microsoft product nearing its end-of-support date.
  • Paid Seat Range: The estimated number of paid user licenses the customer has for Microsoft products/services. (examples: 1-10, 11-50)
  • Has Product: Indicates whether the customer currently owns any Microsoft product
  • Has CoPilot: Indicates whether the customer purchased Microsoft Copilot categorized as follows:
    • Not Eligible: Customers without qualifying paid products for Microsoft 365 Copilot
    • Attach: Customers who have the necessary eligible products but haven't yet added Copilot
    • Pilot: Customers with up to 5 Copilot licenses
    • Expand: Customers with more than 5 Copilot licenses
  • Has_MW_CSP_Annual_Renewal: Identify target customers who have CSP subscriptions with annual terms and display those with the earliest upcoming renewal month
  • Has Compete: Indicates whether the customer uses products or services from Microsoft competitors
  • Has Pricing Level: Identifies how a customer purchased Microsoft products by the various Microsoft pricing levels. Examples: Enterprise Agreement, Open Value, CSP
  • Customer_Potential_Revenue_Range: Estimated range of potential revenue that represents the customer's potential over a three-year average for Microsoft products and services. For example, $0-$10k, $10k-$50k.
  • TransactedInTheLast36Months: Identifies if the customer has purchased a Microsoft product in the trailing 36 month period

Cloud Ascent - Renewals propensity report

  • GlobalID: Microsoft AI Cloud Partner Program ID
  • PartnerName: Name of the partner
  • CustomerID: Unique identifier for Microsoft customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
  • MoodysID: Unique identifier for accounts sourced from Moody's, an external data provider.
  • AccountName: The name of the Microsoft Customer or Prospects.
  • Domain: Domain (website) of the Customer
  • OrgSize: 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 physical location of the Customer grouped into 14 Areas within the world.
  • Subsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the world
  • SalesTerritory: Geographical physical location of the Customer grouped into SalesTerritories within given Area
  • City: Geographical city location of the customer
  • State: Geographical state location of the customer
  • PostalCode: Postal code of the organization of the customer
  • Country: Geographical country/region location of the customer
  • Segment: Market segment as defined by Microsoft
  • SubSegment: Market subsegments as defined by Microsoft
  • SMCTypeSummary: Another Customer Segment defined by Microsoft:
    • Upper Medium: 300 - 999 employees
    • Medium: include customers with 25 - 300 employees
    • Small: include customers with 1-24 employees
  • IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or not:
    • Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
    • Approved - Paid: Customers that are approved nonprofits and are paying some amount.
    • Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't a paying customer.
    • Approved - Inactive: Customers who are approved but aren't using products.
    • No: Customers who aren't a nonprofit
  • FY25_Offers: Promos for FY25, customers who are eligible for a promo
  • HasGoogle: Identifies whether the customer shows competitive signals for owning Google products
  • HasAWS: Identifies whether the customer shows competitive signals for owning AWS products
  • 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 produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • D365CECluster: Identifies the customer's propensity to purchase Dynamics 365 Customer Engagement. Customers who show a propensity for Customer Engagement are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • D365BCCluster: Identifies the customer's propensity to purchase Dynamics 365 Business Central. Customers who show a propensity for Business Central are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • M365Cluster: Identifies the customer's propensity to purchase Power Apps. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
  • PowerAppsCluster: Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted
  • LicenseProgram: Identifies the license program type for the renewal
  • AgreementID: Identifier of the agreement as defined by Microsoft
  • AgreementEndDate: End date of the agreement
  • ExpirationType: Type of expiration
  • ExpiringRevenue: Revenue associated with expiring subscriptions
  • HasEA: Identifies whether a renewal is an EA or an EA subscription
  • HasOpen: Identifies whether a renewal is an Open or Open Value agreement
  • M365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365
  • RevSumDivisionName: Identifies the product that's up for renewal
  • TransactedInTheLast36Months: Identifies if the customer has purchased in the trailing 36 month period

Cloud Ascent - Security propensity report

  • GlobalID: Microsoft AI Cloud Partner Program ID
  • PartnerName: Name of the partner
  • CustomerID: Unique identifier for Microsoft Customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
  • MoodysID: Unique identifier for accounts sourced from Moodys, an external data provider.
  • AccountName: The name of the Microsoft Customer or Prospects.
  • Domain: Domain (website) of the Customer
  • OrgSize: 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 physical location of the Customer grouped into 14 Areas within the world.
  • Subsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the world
  • SalesTerritory: Geographical physical location of the Customer grouped into SalesTerritories within given Area
  • City: Geographical city location of the customer
  • State: Geographical state location of the customer
  • PostalCode: Postal code of the organization of the customer
  • Country: Geographical country/region location of the customer
  • Segment: Market segment as defined by Microsoft
  • SubSegment: Market subsegments as defined by Microsoft
  • SMCTypeSummary: Another Customer Segment defined by Microsoft:
    • Upper Medium: Customers with 300 - 999 employees
    • Medium: Customers with 25 - 300 employees
    • Small: Customers with 1-24 employees
  • IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or not:
    • Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
    • Approved - Paid: Customers that are approved nonprofits and are paying some amount.
    • Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products.
    • Approved - Inactive: Customers who are approved but aren't using products.
    • No: Customers who aren't a nonprofit.
  • Advanced XDR: Customers with >300 ME3 licenses or > 300 OE3 and EMS E3 licenses and are a target to upsell ME5
  • FY25_Offers: Promos for FY25, Customers who are eligible for a promo.
  • M365Cluster: Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they 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.
  • M365 Propensity Signal explaination: Identifies the key factors of why we're recommending a certain propensity level.
  • M365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365.
  • Has_MW_CSP_Annual_Renewal: Target customers with a CSP annual renewal to renew their existing purchase/upsell by the renewal expiration date.
  • Has_CrowdStrike Or SentinelOne Or Zscaler: Customers currently using one of the compete products: Crowdstrike, SentinelOne, or Zscaler.
  • Has Transacted Product: Indicates whether the customer has purchased a Microsoft product within 36 months.
  • HasGoogle: Identifies whether the customer shows competitive signals for owning Google products
  • HasAWS: Identifies whether the customer shows competitive signals for owning AWS products
  • Has Pricing Level: Identifies whether a renewal is an EA or an EA subscription or an Open or Open Value agreement
  • Customer_Potential_Revenue_Range: Estimated range of potential revenue that represents the customer's potential over a three-year average for Microsoft products and services. For example, $0-$10k, $10k-$50k.
  • TransactedInTheLast36Months: Identifies if the customer has purchased in the trailing 36 month period

CPOR-Microsoft 365 usage report

  • 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 AI Cloud Partner Program 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

Upcoming renewals subscriptions report

  • PGAMpnId: Identifier of the partner global account
  • MpnId: Microsoft AI Cloud Partner Program ID
  • PartnerTenantId: Tenant ID of the partner
  • CustomerName: Name of the customer
  • SubscriptionName: Name of the subscription, such as Microsoft 365 Business Standard, or Microsoft Teams Essentials
  • SubscriptionID: GUID of the subscription
  • Product: Product family that the subscription belongs to, such as Azure, Office, Dynamics, Power BI, or EMS
  • SubscriptionType: Type of subscription, such as NCE or Legacy
  • Status: Status of the subscription, such as Active, Suspended, or Deprecated
  • LicensesCount: Count of licenses
  • StartDate: Start Date of the subscription
  • SubscriptionEndDate: End Date of the subscription

Enterprise customer propensity report

  • GlobalPartnerID: Partner global account ID (PGA): Account structure
  • Partner Name: Partner global account name
  • Customer Name: Name of the Microsoft customer or prospect
  • Area: Geographical physical location of the customer grouped into 17 areas within the world
  • Sub Region: Geographical physical location of the customer grouped into 66 subregions within the world
  • Subsidiary: Geographical physical location of the Customer grouped into 131 subsidiaries within the world
  • Segment: Customer segment as defined by Microsoft
  • Solution Area: Microsoft Solution areas indicate the six critical domains to which its solutions belong
  • Solution Play: FY25 Mainstream Solution Plays, as defined by Microsoft
  • Objective: Microsoft-defined intended objective of each Solution Play scenario
  • PMC Link : Partner marketing campaign link
  • DMC Link: Digital Marketing Campaign link

Enterprise customer propensity for resellers report

This report is only available for indirect providers.

  • GlobalPartnerID: Partner Global Account ID (PGA): Account structure
  • Partner Name: Partner global account name
  • Reseller ID: Reseller partner ID
  • Reseller Name: Reseller partner name
  • Customer Name : Name of the Microsoft customer or prospect
  • Area: Geographical physical location of the customer grouped into 17 areas within the world
  • Sub Region: Geographical physical location of the customer grouped into 66 subregions within the world
  • Subsidiary: Geographical physical location of the Customer grouped into 131 subsidiaries within the world
  • Segment: Customer segment as defined by Microsoft
  • Solution Area: Microsoft Solution areas indicate the six critical domains to which its solutions belong
  • Solution Play: FY25 Mainstream Solution Plays, as defined by Microsoft
  • Objective: Microsoft-defined intended objective of each Solution Play scenario
  • PMC Link : Partner marketing campaign link
  • DMC Link: Digital marketing campaign link

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