Program Tools (non OSU) Ideas/Suggestions

For global partners it would be very helpful if there would be a downloadable voucher earnings statement that would contain complete earnings for all location IDs. The Power BI statement under Partner Statement Report · FastTrack Partner Community Portal is nice, but as global admin I would have to drill into every single location ID which makes working with the earnings report very clumsy. Would be great to have a consolidated view across all location Ids.... Thank you! :) 

Problem statement: FPX currently shows the number of available workshops but not the specific eligible workshops. Impact: Users need to click to see eligibility, which is inefficient. Measurement: Improved user efficiency and satisfaction.

Problem statement: Need to show EDU customers and SKUs in Insights.Specific process/tool/data: FPXImpact: EDU customers and SKUs not visible.Measure impact: Improved visibility of EDU data.

Problem statement: Need functionality to select one MCI engagement and see a list of all eligible customers.Specific process/tool/data: FPXImpact: Unable to create targeted campaigns efficiently.Measure impact: Increased campaign success rate. 

Describe the scenario briefly (what is the feature? how will it work as a partner i can do X so that i can achieve Y)  This feature adds an “At Risk” column to ASPX – Copilot Opportunities. Partners can quickly identify tenants with very low paid Copilot usage so that they can take proactive actions (engagement, enablement, adoption support) to prevent Copilot license churn. The experience is similar to the existing “At Risk Tenants” column in ASPX – Secure Productivity.   Describe the business problem or pain point (why is this feature needed?) Partners currently lack visibility into Copilot adoption risk within Copilot Opportunities. Low usage tenants are often discovered too late, after churn discussions have already started. Without an at‑risk signal, partners must rely on manual analysis or assumptions, which delays intervention and reduces retention.   Describe the expected impact (quantify the impact e.g. improves productivity, reduces manual toil) Enables earlier intervention for low‑usage Copilot tenants Reduces Copilot paid license churn Improves partner productivity by eliminating manual analysis   How many partners asked for it? (quantify the ask) This idea was proposed by one partner, but it affects all partners involved in the Copilot business.   What is the urgency? High/Medium/Low High, Copilot adoption and retention are critical business priorities, and churn risk increases rapidly in the first 3–6 months after license purchase.   How does success looks like? (success criteria, measurable outcomes, KPI) “At Risk” column available in ASPX – Copilot Opportunities Partners actively using the column in adoption reviews Measurable reduction in Copilot churn rate for flagged tenants Increased Copilot MAU and usage for tenants previously marked as at risk

Currently Partners are only able to view opportunity details in ASPX for customers they have registered CPOR on. This is great where relationships exist already, however there are many times when account teams present new customers with no link to the Partner.  It would be beneficial for Partners to have a holistic picture of the customer landscape in those initial conversations to help shape an outcome that will have a higher chance of resonating with the customer and therefore landing successfully. This also reduces the amount of time expended given a Partner would likely have to engage the account team and or customer direct to get the required information.  Ultimately this would reduce lead conversion times significantly, reducing effort across the board, and likely see greater satisfaction for all involved.  While it was raised by 1 Partner, this would benefit all Partners globally. Given the potential positive impact, releasing this capability sooner rather than later would be highly beneficial.   

Currently the ASPX dashboard presents an all up potential earnings number which may be artificially inflated due to duplicating what may qualify for an incentive.  The issue is when resources dig deeper to qualify, it often results in a number that is significantly less than what the dashboard presents to the user.  The result is time wasted by our Partners, along with reduced trust in the tool, and potential decline in its adoption.  By improving the actual potential incentive value on offer, it reduces the qualification time for Partners, and can improve forecasting for their sales teams in terms of what may be in their pipeline. It will also cement ASPX as a go-to tool of choice for their business.  While it was officially reported by 1 Partner, most in ANZ have mentioned it, and are aware that its an inflated number. Therefore improving this feature would impact all Partners across the globe.  It would be great to treat this with high urgency as we continue to encourage Partners across the globe to adopt ASPX into their DNA.