Hi Thomas,





One way of achieving this is by logging something like 'On-boarding Completed' as a Milestone. You can then overlay these Milestones on top of score trends in the adoption/usage section on C360. This way you can see what the score (or any other trended metric) value was before and after.





Would this work for you?

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Yeah it would help, but I was thinking more about reporting.





Do we see a dip in usage after on boarding for specific vertical etc.





Maybe I could run a report against 2 milestones...





Tom

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The tricky bit here is to combine usage from multiple customers who on-boarded on different dates. Because for me month-1 usage might have been back in Jan, but for you it's this month. From a reporting perspective, I need to aggregate (sum/avg) the two to get combined month-1 usage.





If you can have the on-boarding date available at the Account or Customer level, you could create a formula field in the Usage Data object that does this for you. Here's an example where I'm determining the month after joining date each usage data record belongs to:





             

            

Once this is done, you'll have to sync this data to MDA (because we can't group by Salesforce formula fields) to create a report that aggregates usage by the month after on-boarding date. You can either filter this report for a particular vertical, or add it as the second 'group by' dimension to generate a heat-map of how usage looks for each vertical each month after finishing their on-boarding. Something like this, but with verticals on the x-axis, instead of joining month:





            

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Manu,





This was extremely helpful...





Thanks,





Tom

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