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MelissaC
Contributor ⭐️⭐️⭐️⭐️⭐️
August 29, 2023
Question

Report on Renwals

  • August 29, 2023
  • 1 reply
  • 23 views

I need to build a report that we can track & measure outgoing engagements and how that can translate into results - expansion in renewals.

What is the best way to build this?

Thank so much!

1 reply

alizee
alizee
VIP ⭐️⭐️⭐️⭐️⭐️
August 30, 2023

Hi @MelissaC 

The best way of doing this is to write the engagements into SFDC campaigns and to then have your analytics team create dashboards of CS touch influenced renewals/upsells as they do for marketing influenced pipeline. This would create a comprehensive view of influenced pipeline. 

Now, if you want to do your thing in GS, you’ll have to use data designer to identify the opportunities that were touched, how they were touched by CS, and the rest will depend on what you want: renewal success rate, influenced upsell ARR… 

 

 

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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