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Appropriate roles: Report viewer | Executive report viewer
The AI Business Solutions & Security Insights dashboard aggregates data from various sources within Microsoft. As a result, depending on the data, there are different refresh cycles.
The data in AI Business Solutions & Security Insights is updated during the following scheduled refresh cycles:
| Data | Description | Refresh frequency | Maximum data lag | Refreshed data available |
|---|---|---|---|---|
| Notes and Contacts data | Notes and contacts of a tenant within tenant details view (select into tenant) | Near real-time | 30 minutes | The data is at most off by 30 minutes from the source system FastTrack Orchestration Portal (FTOP), which is used by the Microsoft Field. Note: Contacts are limited to what the Field enters FTOP. FTOP is different than Microsoft Sales Experience (MSX). Contacts in FTOP may be outdated. |
| Microsoft Commerce Incentives (MCI) eligibility | MCI eligibility data for tenants and partners depending on meeting requirements and program changes | Daily | seven days | The data is refreshed daily but represents eligibility events from seven days ago. |
| New CPOR claims or Cloud Solution Provider (CSP) associations | How quickly a brand-new tenant from CPOR claims or CSP associations will be reflected in the Opportunities tabs | Daily | three days | The data is refreshed daily but represents events from three days ago. |
| Copilot Opportunities usage data | MAU and usage related data in the Copilot Opportunities tab, including free chat, agents usage, and copilot app usage data | Daily | three days | The data is refreshed daily but represents events from three days ago. |
| Copilot Adoption-Ready and Expansion-Ready Propensity | High/Medium/Low propensity data in the Copilot Opportunities tab, for Adoption-Ready and Expansion-Ready opportunities | Daily | three days | The data is refreshed daily but represents events from three days ago. |
| Tenant subscription data | Licensing profile of a tenant within tenant details view (select into tenant) | Daily | four days | The data is refreshed daily but represents events from four days ago. |
| Copilot Adoption State data | The adoption state (Healthy, Failure to Thrive etc.) in the Copilot Opportunities tab | Daily | six days | The data is refreshed daily but represents events from three days ago. |
| Claiming of Partner Record (CPOR) workload usage related data for existing claims | High Water Mark (HWM) related data in opportunity tabs and all usage data in Tenants tab | Weekly | nine days | By Wednesday EOD, Pacific Time, the data should be refreshed for the week prior. |
| Opportunity tabs workload usage related data | Monthly Active Users (MAU), Paid Available Units (PAU), Utilization, and tipping point related data in the E3, E5, and E5 expansion tabs | Weekly | nine days | By Wednesday end of day (EOD), Pacific Time, the data should be refreshed for the week prior. |
| Opportunity tabs tenant classification | Whether a tenant gets classified as an E3, E5, or E5 expansion opportunity | Monthly | five days | By the fifth of the month EOD, Pacific Time, the data should be refreshed for month prior. |
| Copilot Opportunity Propensity, Eligible Seats, PAU, and Penetration data | All metrics relating to Copilot Eligible Microsoft 365 seats, penetration, Whitespace, and PAU | Monthly | Seven days | By the 7th of every month, the data should be refreshed for the month prior. |
| MCI Performance data | All data relating to the MCI performance dashboard | Monthly | 20 days | By the 20th of every month, the data should be refreshed for the month prior. |