Data Tracking

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?

How often are customers updating lists?

How often are customers creating builds?

How often are customers creating compare builds?

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

What’s the average number of lists per account?

What’s the average number of builds per account?

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+