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josh_daniels
josh_daniels
Contributor ⭐️
April 5, 2017

Dashboards - Churn Metrics

  • April 5, 2017
  • 4 replies
  • 85 views
Building out widgets/containers in dashboards using equations. I know this isn't a capability currently but is this something that may be in the future? 

For example, it would be great if we could implement a widget to show churn % ... 

% Customer Churn  = (# of total customers who churned)/(# of total customers). Currently, we can't do that in dashboards because it is an equation, but I am really curious if this is something that has come up at all on the roadmap?

Thanks!

      4 replies

      pankaj_arora
      pankaj_arora
      Contributor ⭐️⭐️
      October 11, 2017
      Josh - I'm looking for something similar. Were you able to get around this issue?
      Is there any ideas or resources on dashboard or best practices?
      venky_reddy_k
      venky_reddy_k
      Helper ⭐️
      October 13, 2017
      Hi Currently on-the-fly formulas are not supported in Reporting. How ever its a very high priority item on our roadmap and will keep this thread updated as and when we take it up for development.

      Thanks
      Venky
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        October 13, 2017
        Hi Josh, 

        You can show a calculation in a widget today if you use an MDA table as the source object. Here's how:
        1. Create a new data table to store the calculated values that you will be creating (you can do this using Gainsight's MDA - instructions here)
        2. Create columns for the following fields: # of Total Customers, # of Churned Customers, Churn Percentage[list=1]
        3. # of Total Customers, # of Churned Customers - these fields will be copied over from the SFDC objects that contain this data (instructions on how to copy data using rules and how to aggregate using Bionic Rules)
        4. Churn Percentage - This field will be formula fields in MDA (see these instructions on creating formula fields) - you can use basic arithmetic functions here
        Finally you can create reports by selecting the MDA object you created in step 1 [/list]
        VP of Customer Success at Forcepoint
        josh_daniels_5c2285
        josh_daniels_5c2285
        Contributor ⭐️⭐️
        October 16, 2017
        Thanks Dan, I appreciate this. 
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