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Hubspot Dashboard with reports

Dev:

Questions to Answer

Main Question

Specific Question

Reason

How to Answer

What Authority Documents are most commonly used in lists…..

…and in which industry?

This can help us

  • identify target ADs to suggest for customers based on their company industry

  • prioritize ADs to map when versions come out

  • market ADs to specific clients

AD usage by company industry by AD release availability

  1. of active accounts

  2. Of demo accounts

….by paid customers and free customers?

This can help us

  • prioritize ADs to map when versions come out

  • market ADs to clients

  • convert free to paid

AD usage by # of accounts w/lists by AD release availability

  1. # of active accounts

  2. # of demo accounts

….and how are customers using the lists?

This can help us identify what features to maintain and iterate on.

AD usage by # of lists by AD release availability

  1. # of active lists

    1. # of published lists

    2. # of shared lists

    3. # of published and tracked lists

What Authority Documents are most commonly used in builds…..

…what build types are customers using and in which industry?

This can help us

  • identify target ADs to suggest for customers based on their company industry

  • prioritize ADs to map when versions come out

  • market ADs to specific clients

  • identify what features to maintain and iterate on.

AD usage by # of builds

  1. by industry

  2. by build type

…what build types are distinct customers using and in which industry?

This can help us

  • identify target ADs to suggest for customers based on their company industry

  • prioritize ADs to map when versions come out

  • market ADs to specific clients

  • identify what features to maintain and iterate on.

AD usage by # of accounts w/ builds

  1. by industry

  2. by build type

How often are customers creating lists?

This can help us identify what features to maintain and iterate on.

How often are customers updating lists?

This can help us identify what features to maintain and iterate on.

How often are customers creating builds?

This can help us identify what features to maintain and iterate on.

How often are customers creating compare builds?

This can help us identify what features to maintain and iterate on.

What’s the average number of Authority documents per list?

This can help us identify how many ADs to target for suggested lists.

What’s the average number of lists per account?

This can help us identify what features to maintain and iterate on.

What’s the average number of builds per account?

This can help us identify what features to maintain and iterate on.

Hubspot action items

  •  Add list active status info to property - Currently shows only as no value
  •  Add list published info
  •  Add list published status info
  •  add list share info
  •  add list whitebox share info
  •  Add AD release availability
  •  Add AD live status
  •  Add compare build table info to hubspot
  •  add list date created info to hubspot
  •  Investigate why the # of CCH accounts doesn’t appear to be aligned with the data in the DB.
  •  Investigate why only one industry shows up in CCH accounts (currently only computer_software)
  •  Is there a way to flag internal demo accounts, to create a seamless filter for our metrics?

Fields of interest

CCH DB fields of interest

Data Values

Why

ch_accounts.Account_Status

  1. active = Paid

  2. demo = Free

  3. frozen = Payment overdue

  4. deleted = Deleted

  5. merged = Merged

  6. po-create = PO-created, not paid

Indicates who has paid us, who hasn’t, who owes us, etc.

Can help onboarding, retention, etc.

authority_documents.AD_live_status

  1. 1 = Live

  2. 0 = Deprecated

Indicates what ADs are live.

Can help filter AD, List, Build usage.

May only care about Live ADs.

authority_documents.AD_Release_availability

  1. For Subscribers = available for paid accounts

  2. Private = available to owning CCH account (client mapped or mapping services)

  3. Free = available to all cch accounts

  4. For purchase = available for an additional fee (only a handful exist and only 1 has sold a few copies - payments handled outside the CCH system)

  5. Null = Not Mapped OR Legacy document (mapped before release availability types existed)

Indicates who has access to use the AD mapping in the current CCH.

Can help filter AD, List, Build usage.

authority_documents.AD_Release_availability

  1. Released = available in CCH

  2. Restricted = available in the CCH to limited accounts
    ------ values we may not need to track----

  3. Redacted = deprecated (NOT available in CCH)

  4. In Edit = in mapping, in a Mapper Tool project (NOT available in CCH)

  5. Re-Queued = needs to be mapped (NOT available in CCH)

  6. Recommended = cataloged, not mapped (NOT available in CCH)

  7. Not Applicable = will not map
    ---possible legacy values----

  8. On Hold = needs to be mapped (NOT available in CCH)

  9. In Review = in mapping, (NOT available in CCH)

  10. Queued = Mapping Project

Indicates if the AD is available in the CCH.

Can help filter AD, List, Build usage.

May only care about Released, Restricted ADs.

ch_authdoc_list.list_active_status

  1. A = Active

  2. D = Deleted

  3. R = Archived

Indicates if the list is current or not.

ch_build_archive.build_type

  1. xlsdoc

  2. xls

  3. xlsdoc+

  4. xls+