Program Tools (non OSU) ideas/suggestions

I would like to request the addition of a CSP Renewal column to the customer data section in FPX. Currently, FPX includes the EA Renewal column, but it would be helpful to also have the CSP Renewal column. Partners take different approaches depending on whether a customer has an EA or CSP agreement, so they need visibility into the type of agreement and its renewal timing within FPX. When prioritizing customers, partners first check the agreement type and renewal timing.

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! :) 

I would like to request the addition of a customer segment filter in FPX. Our partners are strategically focusing on SMC customers. However, FPX currently includes both Enterprise and SMC segment customers, which requires manual extraction of SMC data. This process is time-consuming and has become a blocker for FPX adoption.

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. 

Request to add the information of the incentive, from CPOR, MCI , Deployment Offer earned together in the Land and Expand dashboard. Background; leadership team to utilize the MPX dashboard consistently, having motivation that it will help doing renewal, upsell, incentive, when they use the dashboard they want to actually see the immediate impact of which and if the effort resulted in the revenue, without having to spend too much manual effort cheking one by one currently

Refresher needed regarding ASPX data sharing both internal and external with partners. Would like to have formal guidance to ensure we stay compliant with corp rules.

We need to know if the utilizing FRP MXP Dashboard to do MCI workshop through Eligible MCI lead to upsell.Currently there's no visibility except to know that. PSM ask manually to partner what deal happened, which MCI worshop that comes from the deal. It leads to very long time because There are multiple layer and many team involved ( might ask CSM need to ask AE/ Ask regional alliance manager, need to check in country/account level)The FRP doing the workshop might be different than the one close the deal, potentially not aware Having dashboard showing possibility ofWhich workshop completed by partnerWhich customer completed workshop by tenant ID and if there's license purchase to trackInclude Tenant Purchase align with Completed Workshop list in the PSM Dashboard

When presenting to Wakers partner the different scenarios in MPX (ASPX) to drive Secure AI Productivity, Security and Copilot upsell opportunities and when checking the End date of the Subscriptions (they are not an LSP, and they do not have access to EA renewal date), they noticed a potential improvement that could be added to the tool.They mentioned some customers have automatic renewal enabled for their licenses, so for this type of contract, it is not useful to check the End date of the Subscription and initiate specific actions on customer side to secure the renewal. They would like to see this option ("Auto Renew Opt-in") flagged in the Subscriptions page. *The “Auto Renew Opt-In” must be selected before the contract is signed to activate automatic renewal. Business Impact: Reduce the efforts of the Partner Sales Teams to get in touch with customers prior to renewal and drive renewal conversation while the renewal will be done however automatically.  Help the partner prioritize even better the customers who need to be targeted for renewal conversations.