We have an internal KPI to have say 75% of our customers with goals. so, in order to report on the KPI progress I am trying to create a report that shows the total number of customers and the number of customers that do not have a goal.
Any ideas on how to create something like that?
Best answer by romihache
Hi
According to the documentation there are 3 objects that store data about Customer Goals:
Lack of data is usually a task for data designer. For this case you could do the following:
Dataset A: Your active companies and any value you’ll need for the graph/breakdown table. If you are not using them yet, templates are a huge time saver for this.
Dataset B: Your Customer Goals object, grouped by Company GSID and any value to count such as number of goals to get just one row per company (as the object stores one goal per row, it’s possible you’ll get duplicates)
C) Left merge A with B by company GSID, that way you’ll get all the companies + if they have or don’t have a goal.
If you want to can do a transform with a case to categorize by yes/no if they have or not have a goal to have a category that will help with reporting.
I hope this helps! Feel free to ask further if this wasn’t clear.
+8Hi
According to the documentation there are 3 objects that store data about Customer Goals:
Lack of data is usually a task for data designer. For this case you could do the following:
Dataset A: Your active companies and any value you’ll need for the graph/breakdown table. If you are not using them yet, templates are a huge time saver for this.
Dataset B: Your Customer Goals object, grouped by Company GSID and any value to count such as number of goals to get just one row per company (as the object stores one goal per row, it’s possible you’ll get duplicates)
C) Left merge A with B by company GSID, that way you’ll get all the companies + if they have or don’t have a goal.
If you want to can do a transform with a case to categorize by yes/no if they have or not have a goal to have a category that will help with reporting.
I hope this helps! Feel free to ask further if this wasn’t clear.
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