The ability for calculated fields to dynamically adjust based on the filter criteria applied which are set on the cadence of the customer meeting or preference of the customer.
As we are reviewing our customer's performance, CSM's are often adjusting filters and setting date ranges/groupings based on their customer's needs. When the report they are leverage features aggregations, the aggregations can sometimes be misleading because they are calculated on an 'average of averages' for all the lines of data that meet the filter criteria. Here are some examples of where we see this:
- Success Percentages (customer ability to successfully leverage our product week over week)
- Case to User ratio (highlight customers that are struggling more than others to focus additional resources)
- Feature Utilization (how often a feature is leveraged over a given timeframe)