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Cloud product performance reports - Data definitions

Appropriate roles: Report viewer | Executive report viewer

By using the Download Reports hub on the Insights dashboard, you can export the raw datasets.

The various reports, which you can download along with their data definitions, are listed in the following tables:

Partner profile report

Column name Data description
MPNId Microsoft AI Cloud Partner Program ID
PartnerName Name of the partner
PGA_MPNID Identifier of the partner global account
PGA_PartnerName Partner global account name
City City location of the partner
Country Country/region location of the partner
HierarchyLevel Indicates whether it's a Global ID or Location ID

Customers and Tenants

Column name Data description
PGAMpnID Identifier of the partner global account
CustomerName Name of the customer
CustomerTenantId Identifier of the customer tenant
CustomerTpid Identifier of the customer top parent
DUNSNumber Global Data Universal Number System Identifier of customer
CustomerSegment Customer segment
TopSegment Higher-level segment classification of customer
CustomerMarket Geographical market of the customer
CustomerStatus Customer Status (Active or Inactive)
CustomerTenantName Name of customer tenant
CustomerTenantCountry Country/region of customer tenant
TenantDomainName Domain name of customer tenant
Product The product sold to the customer by the partner: Microsoft 365, Dynamics 365, Enterprise Mobility + Security, Power BI, or Microsoft Azure.
RawProductName Detailed product name sold to the customer
SKU Product SKU
Month Month for which usage and revenue are reported
MPNId Identifier of Microsoft AI Cloud Partner Program (formerly MPN)
PartnerName Name of the partner
PartnerLocation Geographical location of partner
PartnerAttributionType Attribution/Association type of the partner. Can be Advisor, Channel Partner, CPOR, CPOR - Competency, CPOR - FRP, CPOR OSA, CPOR RevRec, CSP Tier 1, CSP Tier 2, Deal Registration, Distributor, Hosting Partner, Partner Admin Link, Partner As End Customer, Partner of Record, Reseller, or Transacting Partner of Record
SalesChannel Sales Channel
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
IsDuplicateRowForPGA For multiple partner attributions under single PGA, this value is set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row
AvailableSeats Available seats
BilledRevenueUSD Billed revenue in US dollar
AzureConsumedRevenueUSD Azure Consumed Revenue in USD
CPORRevenue Revenue from the CPOR Partner attaches type
CPORPaidSeats Paid seats with CPOR Partner attach type
CPORActiveUsers Active users with CPOR Partner attach type

Reseller performance report

Note

Revenue and Azure consumed revenue (ACR) data are available only to users who are Executive report viewers.

Column name Data description
PGAMpnID Identifier of the partner global account
ResellerMpnID Reseller Microsoft AI Cloud Partner Program identifier
ResellerName Reseller name
ResellerMarket Reseller country/region of market
IndirectProviderMpnID Identifier of the indirect provider Microsoft AI Cloud Partner Program
IndirectProviderName Indirect provider name
Month Month for which usage and revenue is reported
Product Product name
SubscriptionID Identifier of the subscription
AvailableSeats Number of seats available
AssignedSeats Number of assigned seats
BilledRevenueUSD Billed revenue in US dollars
CustomerName Name of the customer
CustomerTPid Identifier of the customer top parent
CustomerSegment Customer segment
CustomerMarket Geographical market of the customer
ResellerStatus Reseller status
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai

Subscription details report

Note

Revenue and ACR data are available only to users who are Executive report viewers.

Column name Data description
PGAMpnID Identifier of the partner global account
SubscriptionId GUID of the subscription
SubscriptionStartDate Start date of the subscription
SubscriptionEndDate End date of the subscription
SubscriptionState State of the subscription (Active or Churned)
Month Month for which usage and revenue are reported
IsAutoRenew Indicates whether the subscription is autorenewed (Yes or No)
CustomerName Name of the customer
CustomerTenantId GUID of the customer
CustomerTpid Customer top parent identifier
DUNSNumber Global Data Universal Number System Identifier of customer
CustomerSegment Market segment of the customer
TopSegment Higher-level segment classification of customer
CustomerMarket Geographical market of the customer
ReportingProductName Granular product name
Product Product sold to the customer by the partner
RawProductName Detailed product name sold to the customer
ProductPartNumber Part number of the product
SKU SKU of the product
RevSumDivisionName Revenue reporting product hierarchy name
SolutionArea Business application classification of the product
MPNID Microsoft AI Cloud Partner Program ID
PartnerName Name of the partner
PartnerLocation Geographical location of the partner
PartnerAttributionType Attribution type for the subscription
SalesChannel Channel of the sales - Direct, CSP (Cloud Solution Provider), and so on
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
PricingLevel Price point of the sale
EnrollmentNumber Enrollment number of the subscription
IsDuplicateRowForPGA For multiple partner attributions under single PGA, this value is set to 0 for only one PartnerID. If the value is set to 1, then it indicates a duplicate row
SubscriptionStartMonth Start month of the subscription
ResellerID ID of reseller
ResellerName Reseller name
AvailableSeatsEOP Overall Available seats until End of Period
AvailableSeats Available seat difference Month on month
BilledRevenueUSD Revenue in USD
AzureConsumedRevenueUSD Azure Consumed Revenue in USD
CPORRevenue Revenue from the CPOR Partner attaches type
CPORPaidSeats Paid seats with CPOR Partner attach type
CPORActiveUsers Active users with CPOR Partner attach type

CSP Direct Partner eligibility

Column name Data description
PGAMpnID Identifier of the partner global account
PartnerName Name of the partner
MPNID Microsoft AI Cloud Partner Program ID
MPNType Type of the Partner account: Global or Local account
CustomerName Name of the customer
CustomerID Identifier of the customer
CustomerTenantId Identifier of the customer tenant
MonthKey Month for which usage is reported
SubscriptionId GUID of the subscription
ReportingPricingLevel Serves as a specific grouping used for budgeting and forecasting purposes. A Reporting Pricing Level is the established level for Budget/Forecast to Actual revenue comparisons possible.
DetailPricingLevelName A Detail Pricing Level is assigned to actual revenue based on rules defined and approved by the business. The fields Purchase Type and Detail User Type are determined by the Detail Pricing Level assigned to the transaction.
SummaryPricingLevel Serves as a grouping of Detail Pricing Levels. A Summary Pricing Level has been assigned to each Detail Pricing Level.
PartnerAttributionType Attribution type of the partner
ProductPartNumber Part number of the product
Product Product name
IsDuplicateRowForPGA For multiple partner attributions under single PGA, this value is set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row.
BilledRevenueUSD Billed revenue in US dollars

Azure usage report

Column name Data description
PGAMpnID Identifier of the partner global account
SubscriptionId GUID of the subscription
SubscriptionStartDate The date of the start of the subscription
SubscriptionEndDate The date of the end of the subscription
FirstUseDate Date when Azure services were used first
SubscriptionState Current State of the subscription (Active, Disabled, Deprovisioned, Abandoned or In Grace Period)
Month Date aggregated by month
ServiceLevel1 Service Level 1 - Corresponds to Service Pillar such as Containers, Databases, Networking, and so on.
ServiceLevel2 Service Level 2 - Corresponds to the Workload for the Service Pillar
ServiceLevel3 Service name used by Azure.Microsoft.Com to white listing Azure offerings
ServiceLevel4 Logical groupings of high-level feature set differentiations within the service. Such as General Purpose Virtual Machines, Memory Optimized Virtual Machines, Single SQL Database, Elastic SQL Database, and so on.
ServiceGroup2 Field Revenue Accountability (FRA) areas such as AI, App Dev, IoT, and so on
ServiceGroup3 More Detail for FRA such as IoT Hub, Maps for IoT FRA
ServiceInfluencer PaaS services that drive consumption of infra resources, such as Service Fabric, Azure Databricks, AKS, and so on.
ComputeOS Operating System for the Compute
ComputeCoreSoftware Compute Core Software
UsageUnits The number of units that are used during the billing cycle
UsageQuantity Quantity of usage of resource
CustomerName Name of the customer
CustomerTenantId Tenant ID of customer
CustomerTpid Customer top parent ID
CustomerSegment Segment of the customer
CustomerMarket Geographical market of the customer
MPNID PartnerID of the customer
PartnerName Name of the partner
PartnerLocation Geographical country/region location of the partner
PartnerAttributionType Attribution or Association type of the partner which can be CSP Tier 1, CSP Tier 2, Deal Registration, Partner Admin Link, Partner As End Customer, Partner of Record or Transacting Partner of Record
SalesChannel Channel of the sales (Direct/CSP, Indirect/CSP, Direct, and so on)
EnrollmentNumber Enrollment number of the subscription
IsACRDuplicateAtPGALevel For multiple partner attributions under single PGA, this value is set to 0 for only one MPNId. If the value is set to 1, then it indicates a duplicate row
ResellerID ID of reseller
ResellerName Reseller name
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
AdminType When the Partner Attribution Type is Partner Admin Link (PAL), this column indicates the assigned role in the customer's subscription.
AssociationType Type of Association
ACR_USD Azure consumed revenue (ACR) in US dollars

Office 365 license usage report

Column name Data description
PGAPartnerID Identifier of the partner global account
CustomerTenantId Tenant ID of the customer
CustomerTpid Customer top parent ID
WorkloadName Skype for Business, Teams, Exchange Online
Month Month for which usage is reported
PaidAvailableUnits Number of paid available units
MonthlyActiveUsers Number of monthly active users
CustomerName Name of the customer
CustomerMarket Geographical country/region location of the customer's market
CustomerSegment Customer segment
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
PartnerID Identifier of Microsoft AI Cloud Partner Program
PartnerName Name of the partner
PartnerLocation Geographical location of the partner
PartnerAttributionType Attribution or Association type of the partner which can be CPOR - Competency, CPOR - FRP, CSP Tier1, CSP Tier2, Delegated Admin Privilege, Operator Connect, Partner As End Publisher, Partner of Record or Transacting Partner of Record
IsDuplicateRowForPGA For multiple partner attributions under single PGA, this value is set to 0 for only one PartnerID. If the value is set to 1, then it indicates a duplicate row

Note

TotalPaidAvailableUnits and TotalMonthlyActiveUsers columns are legacy columns retained for schema consistency. These columns do not contain any data and can be ignored.

Enterprise Mobility license usage report

Column name Data description
PGAMpnID Identifier of the partner global account
SubscriptionId GUID of the Subscription
SubscriptionStartDate The date of the start of the subscription
SubscriptionEndDate The date when the subscription ends
SubscriptionStatus Current state of the subscription (Open, Closed, Active or In Grace Period)
Month Date aggregated by month
SKU Product SKU
SKUId SKU ID of the product
FreeVsPaidSKU Indicates Free or Paid SKU
SalesModel Sales channel used for selling the subscription
DetailedSalesModel Detailed sales model for the subscription
CustomerName Name of the customer
CustomerTenantId Tenant ID of customer
CustomerTpid Customer top parent ID
CustomerSegment Customer segment
CustomerMarket Geographical country/region location of the market of customer
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
MPNID PartnerID
PartnerName Name of the partner
PartnerLocation Geographical location of partner
PartnerAttributionType Attribution or Association type of partner which can be CPOR - Competency, CPOR - FRP, CSP Tier1, CSP Tier2, Delegated Admin Privilege, Partner of Record or Transacting Partner of Record
PartnerHierarchy Hierarchy of partner (HeadQuarters or Location)
PaidAvailableUnits Number of paid available units
MonthlyActiveUsers Number of monthly active users
AATPActiveUsage Azure Advanced Threat Protection (AATP) active usage
MCASActiveUsage Microsoft Defender XDR for Cloud Apps active usage
AADPPaidAvailableUnits Number of paid available units for Microsoft Entra ID P1 or P2 (AADP)
IntunePaidAvailableUnits Number of paid available units for Intune
AzipPaidAvailableUnits Number of paid available units for Azure Information Protection
AADPMonthlyActiveUsers Number of monthly active users for Microsoft Entra ID P1 or P2 (AADP)
IntuneMonthlyActiveUsers Number of monthly active users for Intune
AzipMonthlyActiveUsers Number of monthly active users for Azure Information Protection. It's a workload reported under EMS. It has recently been renamed to Microsoft Purview Information Protection.
MDM Mobile Device Management
MAM Mobile Application Management
SSPR Self-Service Password Reset

Dynamics 365 license usage report

Column name Data description
PGAMpnID Identifier of the partner global account
SubscriptionId GUID of the subscription
SubscriptionStartDate Start date of the subscription
SubscriptionEndDate End date of the subscription
SubscriptionStatus State of the subscription
Month Month for which usage is reported
RevSumDivisionName Name of the rev sum division
RevSumCategoryName Name of the rev sum category
SKU SKU of the product
SKUId SKU ID of the product
FreeVsPaidSKU Indicates whether it's a free or paid SKU
SalesModel Sales channel that's used for selling the subscription
DetailedSalesModel Detailed sales model for the subscription
CustomerName Name of the customer
CustomerTenantId GUID of the customer tenant
CustomerTpid Customer top parent identifier
CustomerSegment Market segment of the customer
CustomerMarket Geographical market of the customer
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
MPNID Identifier of Microsoft AI Cloud Partner Program
PartnerName Name of the partner
PartnerLocation Geographical country/region location of the partner
PartnerAttachType Attribution or Association type for the subscription. Can be CPOR, Delegated Admin Privilege, FastTrack, Partner of Record or Transacting Partner of Record
AvailableSeats Current paid available seats
AssignedSeats Current assigned seats
ActiveSeats Current active seats
DeploymentOpportunity Deployment opportunity is the number of seats that aren't assigned
ActiveUsagePercent Current active usage as a percentage of available seats

Power BI license usage report

Column name Data description
PGAMpnID Identifier of the partner global account
SubscriptionId GUID of the subscription
SubscriptionStartDate Start date of the subscription
SubscriptionEndDate End date of the subscription
SubscriptionStatus State of the subscription (Active, Inactive, or In Grace Period)
Month Date aggregated by month
SKU SKU of the product
SKUId SKU ID of the product
FreeVsPaidSKU Free or paid SKU differentiator
SalesModel Sales model that's used to sell the subscription
DetailedSalesModel Detailed sales model for the subscription
CustomerName Name of the customer
CustomerTenantId GUID of the customer tenant
CustomerTpid Identifier of the customer top parent
CustomerSegment Market segment of the customer
CustomerMarket Geographical market of the customer
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
MPNId Identifier of Microsoft AI Cloud Partner Program
PartnerName Name of the partner
PartnerLocation Geographical country/region location of the partner
PartnerAttachType Attribution type for the subscription
PartnerHierarchy Hierarchy of partner (HeadQuarters or Location)
AvailableSeats Current paid available seats
AssignedSeats Current assigned seats
ActiveSeats Current active seats
DeploymentOpportunity Deployment opportunity is the number of seats that aren't assigned
ActiveUsagePercent Current active usage as a percentage of available seats

Business applications revenue

Column name Data description
FiscalMonthName Month and year information regarding the data
GlobalPartnerID Global partner ID of the partner
PartnerName Name of the partner
PartnerAssociationType Partner association type, which can be CPOR OSA, CPOR RevRec, CPOR RevRec Performance, CSP CPOR RevRec Performance, CSP Tier 1, CSP Tier 2, or DPOR
CustomerID Unique identifier for a customer in Microsoft record
CustomerName Name of the customer
CustomerTenantID Tenant ID of the customer
CustomerTenantName Name of the customer at the tenant level
SubscriptionId Identifier for the subscription
SubscriptionStartDate Start date of the subscription
Country Country/region of the customer
WorkloadCategory Category of the workload
Workloads Appropriate workload for the subscription, such as AI Builder, Business Central, CE Bundle, Commerce, Customer Insights, Customer Service, F&O Bundle, Field Service, Finance
AdjustedRevenueAmtCD Revenue details for the subscription

Business applications usage

Column name Data description
FiscalMonthName Month and year information regarding the data
GlobalPartnerID Global partner ID of the partner
PartnerName Name of the partner
PartnerAssociationType Partner association type, which can be CPOR OSU, CSP Tier 1, CSP Tier 2, DPOR, or PAL
CustomerID Unique identifier for a customer in Microsoft record
CustomerName Name of the customer
CustomerTenantID Tenant ID of the customer
CustomerTenantName Name of the customer at the tenant level
SubscriptionID Identifier for the subscription
SubscriptionStartDate Start date of the subscription
MetricType Type of the subscription paid or trial
WorkloadCategory Category of the workload
Workload Appropriate workload for the subscription, such as AI Builder, Business Central, CE Bundle, Commerce, Customer Insights, Customer Service, F&O Bundle, Field Service, Finance
SkuGroup Group to which the SKU belongs
PAMAU Partner attached monthly active users
MAC Monthly active capacity
MAU Monthly active users

Teams meetings and calls report

Column name Data description
PGAMpnID Identifier of the partner global account
CustomerId Identifier of the customer top parent
CustomerTenantId Tenant ID of the customer
CustomerName Customer name
CustomerCountryCode Country Code of the customer
CustomerCountry Customer country/region
CustomerSegment Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so on.
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
DateKey Date for which usage is reported
Subworkload Subworkload for which usage is reported (meetings, calls, or phone systems)
Meeting count Number of meetings
Meeting duration Total meeting duration in hours

Teams monthly usage report

Column name Data description
PGAMpnID Identifier of the partner global account
CustomerId Identifier of the customer top parent
CustomerTenantId Tenant ID of the customer
CustomerName Customer name
CustomerCountryCode Country Code of the customer
CustomerCountry Customer country/region
CustomerSegment Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so on.
MonthKey Month for which usage is reported
SubWorkload Subworkload for which usage is reported (Meetings, calls or phone systems)
DesktopUsers Number of users who use Teams on desktop
WebUsers Number of users who use Teams on the web
MobileUsers Number of users who use Teams on mobile
AllUpParticipants Number of unique users of Teams for the month
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai

Teams usage 3P apps report

Column name Data description
PGAMpnID Identifier of the partner global account
CustomerId Customer top parent ID
CustomerTenantId Tenant ID of the customer
CustomerName Customer name
CustomerCountryCode Country Code of the customer
CustomerCountry Customer country/region
CustomerSegment Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so on.
IndustryName Type of Industry the customer belongs
VerticalName Business Vertical within the Industry of the Customer
EOU Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
DateKey Date for which usage is reported
AppName Name of the Teams app
Usercount Number of users for the app

Trainings, exams, and certifications

Column name Data description
PGAMpnId Identifier of the partner global account
TrainingActivityId Identifier of the training
TrainingTitle Title of the training
TrainingType Type of training (certification or exam)
IndividualFirstName First name of the customer
IndividualLastName Last name of the customer
Email Personal email ID of the customer
CorpEmail Office email ID of the customer
TrainingCompletionDate Completion date of the training
ExpirationDate Expiration Date of the Certification
ActivationStatus Status of the Certification
Month Month for which the data is reported
IcMCP Indicates whether the user is a Microsoft Certified Professional (MCP)
MCPID MCP ID of the user
MpnId Identifier of Microsoft AI Cloud Partner Program
PartnerName Name of the partner
PartnerCityLocation Geographical city location of the partner
PartnerCountryLocation Geographical country/region location of the partner

Microsoft Learn report

Column name Data description
PGAMpnId Identifier of the partner global account
UserName Name of the user
UserId GUID of the user
TrainingName Name of the training
TrainingType Type of training (module or learning path)
Products Product for which the learning module is applicable
Roles Applicable roles of the training
CompletionDate Date of completion of the training
MPNId Identifier of Microsoft AI Cloud Partner Program
PartnerName Name of the partner
Country Geographical country/region location of the partner

Cloud Ascent - Microsoft 365 propensity report

Microsoft 365 definitions Data description
GlobalID Partner Global Account ID (PGA): Account structure
PartnerName Partner Global Account Name
CustomerID Unique identifier for Microsoft customers or Prospects, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
MoodysID Unique identifier for accounts sourced from Moody's, an external data provider.
AccountName The name of the Microsoft Customer or Prospects.
Domain Domain (website) of the Customer
OrgSize The number of employees within an Account
Industry Industry that the organization belongs
Vertical Vertical that the organization belongs
Area Geographical physical location of the Customer grouped into 14 areas within the world.
Subsidiary Geographical physical location of the Customer grouped into 104 subsidiaries within the world
SalesTerritory Geographical physical location of the Customer grouped into SalesTerritories within given area
City Geographical city location of the customer
State Geographical state location of the customer
PostalCode Postal code of the organization of the customer
Country Geographical country/region location of the customer
Segment Customer Segment as defined by Microsoft
SubSegment Customer Segment as defined by Microsoft
SMCTypeSummary Another Customer Segment defined by Microsoft:
Upper Medium: Customers with 300 - 999 employees
Medium: Customers with 25 - 300 employees
Small: includes customers with 1-24 employees
IsNonProfit Indicates whether the organization is nonprofit and approved by Microsoft or not:
Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
Approved - Paid: Customers that are approved nonprofits and are paying some amount
Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products
Approved - Inactive: Customers who are approved but aren't using products
No: Customers who aren't a nonprofit
M365 Cohort A specific group of customers categorized by their current usage of Microsoft 365 services and the targeted strategy for their upgrade or adoption of additional services. Here's a breakdown of each cohort:
1. Migrate to Cloud: This cohort targets customers who don't currently have Microsoft 365 and are using on-premises or "Dark" solutions. The goal is to transition them to cloud services, emphasizing the benefits of cloud services.
2. Upsell from Standalones to M365: This group consists of customers who have less than three paid Exchange Online subscriptions, whether standalone or as part of the Microsoft 365 bundle. The strategy is to communicate the value of fully adopting Microsoft 365 services.
3. Upsell from Exchange Online to M365: Customers predominantly using Exchange Online Standalone are encouraged to upgrade to the full suite of Microsoft 365 productivity services, focusing on the productivity benefits.
4. Upsell to M365 BP/E3: This cohort includes customers who are extensive users of Microsoft 365 bundles but haven't adopted Security add-ons, Business Premium (BP), Enterprise E3 (ME3), Enterprise E5 (ME5), or Enterprise Mobility + Security (EMS). The messaging focuses on the initial security offerings.
5. Attach Copilot to Eligible Customers: Aimed at Microsoft 365 customers who already have a significant number of service bundles and some security features. The strategy is to promote Copilot and expand their security capabilities, highlighting Copilot and advanced security features.
Surface Cohort The Surface Cohorts are characterized as follows:
1. Cross Sell Surface to M365: 1-49 Seat: Customers who have Microsoft 365 but don't own any Surface devices.
2. Cross Sell Surface to M365: >50 Seats: Customers with more than 50 seats of MBP/ME3/ME5/OE3/OE5 but no Surface devices.
3. Surface Expansion: Has 1-24 Surface: Customers who have purchased between 1 and 24 Surface devices within the last three years.
4. Surface Expansion: Has>25 Surface: Customers who have purchased more than 25 Surface devices within the last three years.
FY25_Offers Promos for FY25, customers who are eligible for a promo
M365Cluster Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted
M365Fit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best small or mid-sized businesses (SMBs) to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
M365Intent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
M365 Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
SurfaceCluster Identifies a customer's propensity to purchase Surface by consolidating the Fit and Intent recommendations into a cluster. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
SurfaceFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMBs to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
SurfaceIntent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
Surface Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
M365UpsellCustomer Identifies whether the existing customer shows upsell propensity for Microsoft 365.
Transacted EOS Products Indicates whether the customer has purchased a Microsoft product nearing its end-of-support date.
Paid Seat Range The estimated number of paid user licenses the customer has for Microsoft products/services. (Examples: 1-10, 11-50).
Has Product Indicates whether the customer currently owns any Microsoft product.
Has CoPilot Indicates whether the customer purchased Microsoft Copilot categorized as follows:
1. Not Eligible: denotes customers without qualifying paid products for Microsoft 365 Copilot
2. Attach: refers to customers who have the necessary eligible products but haven't yet added Copilot
3. Pilot: indicates customers with up to five Copilot seats
4. Expand: applies to customers with more than five Copilot seats
Has_MW_CSP_Annual_Renewal Identify target customers who have CSP subscriptions with annual terms and display those with the earliest upcoming renewal month
Has Compete Indicates whether the customer uses products or services from Microsoft competitors
Has Pricing Level Identifies how a customer purchased Microsoft products by the various Microsoft pricing levels, examples: Enterprise Agreement, Open Value, CSP
Customer_Potential_Revenue_Range Estimated range of potential revenue this customer represents for Microsoft products/services. (Examples: $0-$10k, $10k-$50k)
TransactedInTheLast36Months Identifies if the customer has purchased a Microsoft product in the trailing 36 month period

Cloud Ascent - Dynamics 365 propensity report

Business Applications Definitions Data description
GlobalID Microsoft AI Cloud Partner Program ID
PartnerName Name of the partner
CustomerID Unique identifier for Microsoft customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
MoodysID Unique identifier for accounts sourced from Moody's, an external data provider.
AccountName The name of the Microsoft Customer or Prospects.
Domain Domain (website) of the Customer
OrgSize Size of the organization
Industry Industry that the organization belongs
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical physical location of the Customer grouped into 14 Areas within the world.
Subsidiary Geographical physical location of the Customer grouped into 104 subsidiaries within the world
SalesTerritory Geographical physical location of the Customer grouped into SalesTerritories within given Area
City Geographical city location of the customer
State Geographical state location of the customer
PostalCode Postal code of the organization of the customer
Country Geographical country/region location of the customer
Segment Market segment as defined by Microsoft
SubSegment Market subsegments as defined by Microsoft
SMCTypeSummary Another Customer Segment defined by Microsoft:
Upper Medium: Customers with 300 - 999 employees
Medium: Customers with 25 - 300 employees
Small: Customers with 1-24 employees
IsNonProfit Indicates whether the organization is nonprofit and approved by Microsoft or not:
Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
Approved - Paid: Customers that are approved nonprofits and are paying some amount
Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products
Approved - Inactive: Customers who are approved but aren't using products
No: Customers who aren't a nonprofit
Innovation_with_AI_in_Low_Code__Create_Copilots_and_Customized_Applications Customers with no low code and have Microsoft 365 or Business Standard and are a target to sell Power Apps
Accelerate_Revenue_Generation__Modernize_CRM_Systems_for_Sales Customers who currently don't have Dynamics 365 Sales or Dynamics 365 Sales Enterprise and has Microsoft 365 OR Business Standard and are a target to sell Dynamics 365 Sales
Scale_Business_Operations__Migrate_Dynamics_OnPrem_to_Business_Central Customers who are currently using Dynamics on-premises products like NAV or GP or SL and are target to migrate to Dynamics 365 Business Central
Scale_Business_Operations__Modernize_Accounting_ERP_Systems_with_Business_Central Customers who currently don't have Dynamics 365 BC or F&O and has Microsoft 365 OR Business Standard and are a target to sell Dynamics 365 Business Central
Premium_CoPilots__Salesforce_Surround__Attach_CoPilot_for_Sales Customers who currently don't have Dynamics 365 Sales or Dynamics 365 Sales Enterprise and have Salesforce and are a target to sell Dynamics 365 Sales or Copilot Sales
FY25_Offers Promos for FY25, customers who are eligible for a promo
D365BCCluster Identifies the customer's propensity to purchase Dynamics 365 Business Central. Customers who show a propensity for Business Central are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after your target Act Now and Evaluate customers.
D365BCFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMB to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
D365BCIntent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
D365 BC Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
D365CECluster Identifies the customer's propensity to purchase Dynamics 365 Customer Engagement. Customers who show a propensity for Customer Engagement are in the Medium and Small categories. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after your target Act Now and Evaluate customers.
D365CEFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMB to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
D365CEIntent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
D365 CE Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
PowerAppsCluster Identifies the customer's propensity to purchase Power Apps. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after your target Act Now and Evaluate customers.
PowerAppsFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMB to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
PowerAppsIntent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
Power Apps Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
Has Quickbooks or Xero or Sage Customers using Quickbooks or Xero or Sage
Has NAV or GP or SL Customers who are currently using Dynamics on-premises products like NAV or GP or SL
M365UpsellCustomer Identifies whether the existing customer shows upsell propensity for Microsoft 365
Has Transacted Product
HasGoogle Identifies whether the customer shows competitive signals for owning Google products
HasAWS Identifies whether the customer shows competitive signals for owning AWS products
Has Pricing Level Identifies whether a renewal is an EA or an EA subscription or an Open or Open Value agreement
Customer_Potential_Revenue_Range
TransactedInTheLast36Months Identifies if the customer has purchased in the trailing 36 month period

Cloud Ascent - Azure propensity report

Azure definitions Data description
PartnerName Name of the partner
CustomerID Unique identifier for Microsoft customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
MoodysID Unique identifier for accounts sourced from Moody's, an external data provider.
AccountName The name of the Microsoft Customer or Prospects.
Domain Domain (website) of the Customer.
OrgSize Size of the organization.
Industry Industry that the organization belongs.
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards.
Area Geographical physical location of the Customer grouped into 14 Areas within the world.
Subsidiary Geographical physical location of the Customer grouped into 104 subsidiaries within the world.
SalesTerritory Geographical physical location of the Customer grouped into SalesTerritories within given Area.
City Geographical city location of the customer.
State Geographical state location of the customer.
PostalCode Postal code of the organization of the customer.
Country Geographical country/region location of the customer.
Segment Market segment as defined by Microsoft.
SubSegment Market subsegments as defined by Microsoft.
SMCTypeSummary Another Customer Segment defined by Microsoft:
Upper Medium 300 - 999 employees
Medium: include customers with 25 - 300 employees
Small include customers with 1-24 employees
IsNonProfit Indicates whether the organization is nonprofit and approved by Microsoft or not:
Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
Approved - Paid: Customers that are approved nonprofits and are paying some amount.
Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products.
Approved - Inactive: Customers who are approved but aren't using products.
No: Customers who aren't a nonprofit
Innovate_with_Azure_AI_Platform__Azure_Open_AI_Growth Drive holistic Digital Native & ISV preference for the Azure AI portfolio vs. AWS/GCP. Enable Digital Native & ISV AI strategies by bringing together the full capability of Azure AI platform.
Build_Modernize_AI_Apps__Modernize_Existing_Apps_Acquire Drive modernization of existing apps and data to harness the power of fully managed services and AI capabilities for a transformative impact on your business and acquisition of new customers.
Build_Modernize_AI_Apps__Modernize_Existing_Apps_Growth Drive modernization of existing apps and data to harness the power of fully managed services and AI capabilities for a transformative impact on your business and growth of existing customers.
Build_Modernize_AI_Apps__Build_New_AI_Apps__Acquire Develop new apps and data solutions to harness the power of fully managed services and AI capabilities for a transformative impact on your business and acquisition of new customers.
Build_Modernize_AI_Apps__Build_New_AI_Apps__Growth Develop new apps and data solutions to harness the power of fully managed services and AI capabilities for a transformative impact on your business and growth of existing customers.
Unify_Intelligent_Data_Analytics_Platform__Fabric_Growth Accelerate SMB market share capture of data estate opportunity with a unified data platform for the era of AI. Drive Fabric ACR through customer growth (next logical workload).
Unify_Intelligent_Data_Analytics_Platform__Fabric_Acquisition Accelerate SMB market share capture of data estate opportunity with a unified data platform for the era of AI. Drive Fabric ACR through customer acquisition (first workload).
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__First_workload_MW_to_Azure Customers with no Azure consumption and with Microsoft 365 licenses
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__First_workload_AVD_RDS Customers with no Azure consumption and with Microsoft 365 M/E5, Microsoft 365 licenses Windows Remote Desktop Services (Microsoft 365, MBP)
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__EOS_SQL_2012_2014 Customers with SQL Server 2014 reaching end of support.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__EOS_WS_2012_2012R2 Customers with Windows Server 2012/2012 R2 reaching end of support.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_defender_for_Cloud_Go_Back Azure consuming customers without Azure Defender for Cloud.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_Network_Security_Go_Back Azure consuming customers without Azure Network Security (Azure Firewall Basic and Azure DDoS IP Protection).
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_windows_Server_migration_to_Azure Azure consuming customers with on-premises Windows Server - target for moving to Azure.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_linux_estate_migration_to_Azure Azure consuming customers with on-premises Linux and propensity to migrate those Linux servers.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__NLW_sql_Server_migrations_Azure Azure consuming customers with on-premises SQL Server databases for migration to Azure SQL.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__Secure_Migration_Defender_for_Cloud Customers with on-premises Linux, WS, SQL Servers and without Azure Defender for Cloud (Azure Firewall Basic and Azure DDoS IP Protection).
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__Secure_Migration_Network_Security Customers with on-premises Linux, WS, SQL Servers and without Network Security (Azure Firewall Basic and Azure DDoS IP Protection).
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_VMWare_Servers_migration_to_Azure Customers with VMware on-premises and Azure footprint - assuming 80% of WS/SQL annualized cores are VMware.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_Windows_Server_migration_to_Azure Customers with no Azure consumption and on-premises Windows Server - target for moving to Azure.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_Linux_estate_migration_to_Azure Azure consuming customers with on-premises Linux and propensity to migrate those Linux servers.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_SQL_Server_migrations_to_Azure Customers with no Azure consumption and on-premises SQL Server databases for migration to Azure SQL
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_Linux/OSS DB_migrations_to_Azure On-premises Linux/OSS DB migration to Azure.
Migrate_and_Secure_Win_SQL_Server_Linux_Estate__On_prem_Arc_Server_migrations_to_Azure on-premises Arc server migration to Azure
Migrate_SAP__Extend_innovate_SAP_Microsoft_Cloud_Services Customers currently using SAP solutions and identified as potential targets for migrating or extending their SAP environments using Microsoft Cloud services (Azure).
Migrate_SAP__Migrate_modernize_to_S/4HANA_via_RISE_with_SAP Customers currently using SAP solutions (potentially older versions) and identified as potential targets for migrating and modernizing to SAP S/4HANA using the RISE with SAP offering.
FY25_Offers Promos for FY25, customers who are eligible for a promo
AzureFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMB to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
AzureIntent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
AzureCluster Identifies the customer's propensity to purchase Azure by consolidating the Fit and Intent recommendations into a cluster. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after your target Act Now and Evaluate customers.
Azure Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
Number_of_Existing_Workloads The number of existing Azure workloads that the customer has.
Existing_Workloads The existing Azure workloads that the customer has purchased.
Number_of_Recommended_Workloads The number of recommended Azure workloads that the customer could be targeted for based on their past purchase history and the propensity recommendations.
Recommended_Workloads The recommended Azure workloads that the customer could be targeted for based on their past purchase history and the propensity recommendations.
Next Logical Workload Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
Has Transacted Product Indicates whether the customer has purchased a Microsoft product within 36 months.
Has Compete Indicates whether the customer uses products or services from Microsoft competitors.
Has Pricing Level Identifies whether a renewal is an EA or an EA subscription or an Open or Open Value agreement.
Customer_Potential_Revenue_Range Estimated range of potential revenue this customer represents for Microsoft products/services. (Examples: $0-$10k, $10k-$50k)
TransactedInTheLast36Months Identifies if the customer has purchased in the trailing 36 month period.

Cloud Ascent - agreement renewal propensity report

Column name Data description
MPNID Microsoft AI Cloud Partner Program ID
PartnerName Name of the partner
CustomerID Customer identifier number as defined by Microsoft
DUNSNumber The Dun & Bradstreet number of the customer who's being scored for propensity
AccountName Name of the customer
Domain Domain of the customer
OrgSize Size of the organization
Industry Industry that the organization belongs
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical area of the Customer
Subsidiary The subsidiary of the customer who's being scored for propensity
SalesTerritory The sales territory of the customer who's being scored for propensity
City Geographical city location of the customer
State Geographical state location of the customer
PostalCode Postal code of the organization of the customer
Country Geographical country/region location of the customer
Segment Market segment as defined by Microsoft
SubSegment Market subsegments as defined by Microsoft
SMCTypeSummary The categorization of a customer as defined by Microsoft:
Corporate Scale Businesses: Customers who meet at least one of the following criteria - High Revenue ($100 K+), High Growth (20%+), High Potential ($100 K+), Org Size 500+, ACR Web Direct > $1000+ per month
Medium businesses: Customers with 25 - 300 employees
Small: Customers with 1-24 employees
IsNonprofit Indicates whether the organization is nonprofit and approved by Microsoft or not:
Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
Approved - Paid: Customers that are approved nonprofits and are paying some amount
Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't a paying customer
Approved - Inactive: Customers who are approved but aren't using products
No: Customers who aren't a nonprofit.
FY24 Offers Promos for FY24, customers who are eligible for a promo
HasGoogle Identifies whether the customer shows competitive signals for owning Google products.
HasAWS Identifies whether the customer shows competitive signals for owning AWS products.
AzureCluster Identifies the customer's propensity to purchase Azure by consolidating the Fit and Intent recommendations into a cluster. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365FOCluster Identifies the customer's propensity to purchase Dynamics 365 Finance and Operations. Customers who show a propensity for Finance + Operations are in the top unmanaged categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365CECluster Identifies the customer's propensity to purchase Dynamics 365 Customer Engagement. Customers who show a propensity for Customer Engagement are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365BCCluster Identifies the customer's propensity to purchase Dynamics 365 Business Central. Customers who show a propensity for Business Central are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
PowerAppsCluster Identifies the customer's propensity to purchase Power Apps. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
M365Cluster Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
License Program Identifies the license program type for the renewal
Agreement ID Identifier of the agreement as defined by Microsoft
Agreement End Date End date of the agreement
Expiration Type Type of expiration
Expiring Revenue Revenue associated with expiring subscriptions
Has EA Identifies whether a renewal is an EA or an EA subscription
Has Open Identifies whether a renewal is an Open or Open Value agreement
Microsoft365UpsellCustomer Identifies whether the existing customer shows upsell propensity for Microsoft 365
RevSumDivisionName Identifies the product that's up for renewal
TransactedInTheLast36months Identifies if the customer has purchased in the trailing 36 month period

Cloud Ascent - Surface propensity report

Surface Definitions Data description
GlobalID Microsoft AI Cloud Partner Program ID
PartnerName Name of the partner
CustomerID Unique identifier for Microsoft Customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
MoodysID Unique identifier for accounts sourced from Moodys, an external data provider.
AccountName The name of the Microsoft Customer or Prospects.
Domain Domain (website) of the Customer
OrgSize Size of the organization
Industry Industry that the organization belongs
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical physical location of the Customer grouped into 14 Areas within the world.
Subsidiary Geographical physical location of the Customer grouped into 104 subsidiaries within the world
SalesTerritory Geographical physical location of the Customer grouped into SalesTerritories within given Area
City Geographical city location of the customer
State Geographical state location of the customer
PostalCode Postal code of the organization of the customer
Country Geographical country/region location of the customer
Segment Market segment as defined by Microsoft
SubSegment Market subsegments as defined by Microsoft
SMCTypeSummary Another Customer Segment defined by Microsoft:
Upper Medium: Customers with 300 - 999 employees
Medium: Customers with 25 - 300 employees
Small: Customers with 1-24 employees
IsNonProfit Indicates whether the organization is nonprofit and approved by Microsoft or not:
Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
Approved - Paid: Customers that are approved nonprofits and are paying some amount
Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products
Approved - Inactive Customers who are approved but aren't using products
No: Customers who aren't a nonprofit
M365 Cohort A specific group of customers categorized by their current usage of Microsoft 365 services and the targeted strategy for their upgrade or adoption of additional services. Here's a breakdown of each cohort:
1. Migrate to Cloud: This cohort targets customers who don't currently have Microsoft 365 and are using on-premises or 'Dark' solutions. The goal is to transition them to cloud services, emphasizing the benefits of cloud services.
2. Upsell from Standalones to M365: This group consists of customers who have less than three paid Exchange Online subscriptions, whether standalone or as part of the Microsoft 365 bundle. The strategy is to communicate the value of fully adopting Microsoft 365 services.
3. Upsell from Exchange Online to M365: Customers predominantly using Exchange Online Standalone are encouraged to upgrade to the full suite of Microsoft 365 productivity services, focusing on the productivity benefits.
4. Upsell to M365 BP/E3: This cohort includes customers who are extensive users of Microsoft 365 bundles but haven't adopted Security add-ons, Business Premium (BP), Enterprise E3 (ME3), Enterprise E5 (ME5), or Enterprise Mobility + Security (EMS). The messaging focuses on the initial security offerings.
5. Attach Copilot to Eligible Customers: Aimed at Microsoft 365 customers who already have a significant number of service bundles and some security features. The strategy is to promote Copilot and expand their security capabilities, highlighting Copilot and advanced security features.
Surface Cohort The Surface Cohorts are characterized as follows:
1. Cross Sell Surface to M365: 1-49 Seat: Customers who have Microsoft 365 but don't own any Surface devices.
2. Cross Sell Surface to M365: >50 Seats: Customers with more than 50 seats of MBP/ME3/ME5/OE3/OE5 but no Surface devices.
3. Surface Expansion: Has 1-24 Surface: Customers who have purchased between 1 and 24 Surface devices within the last three years.
4. Surface Expansion: Has>25 Surface: Customers who have purchased more than 25 Surface devices within the last three years.
FY25_Offers Promos for FY25, Customers who are eligible for a promo
M365Cluster Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted
M365Fit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best small or mid-sized businesses (SMBs) to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
M365Intent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
M365 Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
SurfaceCluster Identifies a customer's propensity to purchase Surface by consolidating the Fit and Intent recommendations into a cluster. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
SurfaceFit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best SMBs to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
SurfaceIntent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
Surface Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
M365UpsellCustomer Identifies whether the existing customer shows upsell propensity for Microsoft 365
Transacted EOS Products Indicates whether the customer has purchased a Microsoft product nearing its end-of-support date.
Paid Seat Range The estimated number of paid user licenses the customer has for Microsoft products/services. (examples: 1-10, 11-50)
Has Product Indicates whether the customer currently owns any Microsoft product
Has CoPilot Indicates whether the customer purchased Microsoft Copilot categorized as follows:
1. Not Eligible: Customers without qualifying paid products for Microsoft 365 Copilot
2. Attach: Customers who have the necessary eligible products but haven't yet added Copilot
3. Pilot: Customers with up to 5 Copilot seats
4. Expand: Customers with more than 5 Copilot seats
Has_MW_CSP_Annual_Renewal Identify target customers who have CSP subscriptions with annual terms and display those with the earliest upcoming renewal month
Has Compete Indicates whether the customer uses products or services from Microsoft competitors
Has Pricing Level Identifies how a customer purchased Microsoft products by the various Microsoft pricing levels. Examples: Enterprise Agreement, Open Value, CSP
Customer_Potential_Revenue_Range Estimated range of potential revenue this customer represents for Microsoft products/services. (examples: $0-$10k, $10k-$50k)
TransactedInTheLast36Months Identifies if the customer has purchased a Microsoft product in the trailing 36 month period

Cloud Ascent - Renewals propensity report

Renewals Definitions Data description
GlobalID Microsoft AI Cloud Partner Program ID
PartnerName Name of the partner
CustomerID Unique identifier for Microsoft customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
MoodysID Unique identifier for accounts sourced from Moody's, an external data provider.
AccountName The name of the Microsoft Customer or Prospects.
Domain Domain (website) of the Customer
OrgSize Size of the organization
Industry Industry that the organization belongs
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical physical location of the Customer grouped into 14 Areas within the world.
Subsidiary Geographical physical location of the Customer grouped into 104 subsidiaries within the world
SalesTerritory Geographical physical location of the Customer grouped into SalesTerritories within given Area
City Geographical city location of the customer
State Geographical state location of the customer
PostalCode Postal code of the organization of the customer
Country Geographical country/region location of the customer
Segment Market segment as defined by Microsoft
SubSegment Market subsegments as defined by Microsoft
SMCTypeSummary Another Customer Segment defined by Microsoft:
Upper Medium: 300 - 999 employees
Medium: include customers with 25 - 300 employees
Small: include customers with 1-24 employees
IsNonProfit Indicates whether the organization is nonprofit and approved by Microsoft or not:
Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
Approved - Paid: Customers that are approved nonprofits and are paying some amount.
Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't a paying customer.
Approved - Inactive: Customers who are approved but aren't using products.
No: Customers who aren't a nonprofit
FY25_Offers Promos for FY25, customers who are eligible for a promo
HasGoogle Identifies whether the customer shows competitive signals for owning Google products
HasAWS Identifies whether the customer shows competitive signals for owning AWS products
AzureCluster Identifies the customer's propensity to purchase Azure by consolidating the Fit and Intent recommendations into a cluster. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365CECluster Identifies the customer's propensity to purchase Dynamics 365 Customer Engagement. Customers who show a propensity for Customer Engagement are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
D365BCCluster Identifies the customer's propensity to purchase Dynamics 365 Business Central. Customers who show a propensity for Business Central are in the Medium and Small categories. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
M365Cluster Identifies the customer's propensity to purchase Power Apps. Target Act Now and Evaluate clusters, because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after you target Act Now and Evaluate customers.
PowerAppsCluster Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted
LicenseProgram Identifies the license program type for the renewal
AgreementID Identifier of the agreement as defined by Microsoft
AgreementEndDate End date of the agreement
ExpirationType Type of expiration
ExpiringRevenue Revenue associated with expiring subscriptions
HasEA Identifies whether a renewal is an EA or an EA subscription
HasOpen Identifies whether a renewal is an Open or Open Value agreement
M365UpsellCustomer Identifies whether the existing customer shows upsell propensity for Microsoft 365
RevSumDivisionName Identifies the product that's up for renewal
TransactedInTheLast36Months Identifies if the customer has purchased in the trailing 36 month period

Cloud Ascent - Security propensity report

Security definitions Data description
GlobalID Microsoft AI Cloud Partner Program ID
PartnerName Name of the partner
CustomerID Unique identifier for Microsoft Customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerID.
MoodysID Unique identifier for accounts sourced from Moodys, an external data provider.
AccountName The name of the Microsoft Customer or Prospects.
Domain Domain (website) of the Customer
OrgSize Size of the organization
Industry Industry that the organization belongs
Vertical The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standards
Area Geographical physical location of the Customer grouped into 14 Areas within the world.
Subsidiary Geographical physical location of the Customer grouped into 104 subsidiaries within the world
SalesTerritory Geographical physical location of the Customer grouped into SalesTerritories within given Area
City Geographical city location of the customer
State Geographical state location of the customer
PostalCode Postal code of the organization of the customer
Country Geographical country/region location of the customer
Segment Market segment as defined by Microsoft
SubSegment Market subsegments as defined by Microsoft
SMCTypeSummary Another Customer Segment defined by Microsoft:
Upper Medium: Customers with 300 - 999 employees
Medium: Customers with 25 - 300 employees
Small: Customers with 1-24 employees
IsNonProfit Indicates whether the organization is nonprofit and approved by Microsoft or not:
Nonprofit: Customers with an industry of nonprofit but they aren't approved by Microsoft.
Approved - Paid: Customers that are approved nonprofits and are paying some amount.
Approved - Free Only: Customers that are approved as a nonprofit by Microsoft but are only using a free SKU and aren't using products.
Approved - Inactive: Customers who are approved but aren't using products.
No: Customers who aren't a nonprofit.
Advanced XDR Customers with >300 ME3 seats or > 300 OE3 and EMS E3 seats and are a target to upsell ME5
FY25_Offers Promos for FY25, Customers who are eligible for a promo.
M365Cluster Identifies a customer's propensity to purchase Microsoft 365. Target Act Now and Evaluate clusters because they produce higher yield. Target Nurture and Educate customers only if there's still capacity after Act Now and Evaluate customers are targeted.
M365Fit Internal and external data points that define firmographics. Fit scoring uses a lookalike model to our best small or mid-sized businesses (SMBs) to compare customers and see whether they're a potential fit for Microsoft cloud products. Fit scoring is updated quarterly.
M365Intent Signals related to social media and a customer's online behavior define Intent. Intent scoring is overlaid on Fit to define the clusters. Intent scoring is updated monthly.
M365 Propensity Signal explaination Identifies the key factors of why we're recommending a certain propensity level.
M365UpsellCustomer Identifies whether the existing customer shows upsell propensity for Microsoft 365.
Has_MW_CSP_Annual_Renewal Target customers with a CSP annual renewal to renew their existing purchase/upsell by the renewal expiration date.
Has_CrowdStrike Or SentinelOne Or Zscaler Customers currently using one of the compete products: Crowdstrike, SentinelOne, or Zscaler.
Has Transacted Product Indicates whether the customer has purchased a Microsoft product within 36 months.
HasGoogle Identifies whether the customer shows competitive signals for owning Google products
HasAWS Identifies whether the customer shows competitive signals for owning AWS products
Has Pricing Level Identifies whether a renewal is an EA or an EA subscription or an Open or Open Value agreement
Customer_Potential_Revenue_Range Estimated range of potential revenue this customer represents for Microsoft products/services. (Examples: $0-$10k, $10k-$50k)
TransactedInTheLast36Months Identifies if the customer has purchased in the trailing 36 month period

CPOR-Microsoft 365 usage report

Column name Data description
CustomerTenantId Tenant ID of the customer
CustomerName Name of the customer
WorkloadName Name of the workload
MonthlyActiveUsers MAU (monthly active users)
PaidAvailableUnits PAU (paid available units)
ClaimId Claim ID of the workload
MpnId Microsoft AI Cloud Partner Program ID
DateAssociated Associated Date of the workload with the partner
PartnerAttributionType Partner Attribution Type (CPOR)
Date Date (first of month and year) for which the data is exported

Upcoming renewals subscriptions report

Column name Data description
PGAMpnId Identifier of the partner global account
MpnId Microsoft AI Cloud Partner Program ID
PartnerTenantId Tenant ID of the partner
CustomerName Name of the customer
SubscriptionName Name of the subscription, such as Microsoft 365 Business Standard, or Microsoft Teams Essentials
SubscriptionID GUID of the subscription
Product Product family that the subscription belongs to, such as Azure, Office, Dynamics, Power BI, or EMS
SubscriptionType Type of subscription, such as NCE or Legacy
Status Status of the subscription, such as Active, Suspended, or Deprecated
LicensesCount Count of licenses
StartDate Start Date of the subscription
SubscriptionEndDate End Date of the subscription