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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 sections.
Partner profile report
MPNId: Microsoft AI Cloud Partner Program IDPartnerName: Name of the partnerPGA_MPNID: Identifier of the partner global accountPGA_PartnerName: Partner global account nameCity: City location of the partnerCountry: Country/region location of the partnerAccountType: Indicates whether it's a Global ID or Location ID
Note
In the partner profile, report HierarchyLevel column has been changed to AccountType
Customers and tenants
PGAMpnID: Identifier of the partner global accountCustomerName: Name of the customerCustomerTenantId: Identifier of the customer tenantCustomerTpid: Identifier of the customer top parentDUNSNumber: Global Data Universal Number System Identifier of customerCustomerSegment: Customer segmentTopSegment: Higher-level segment classification of customerCustomerMarketGeographical market of the customerCustomerStatus: Customer Status (Active or Inactive)CustomerTenantName: Name of customer tenantCustomerTenantCountry: Country/region of customer tenantTenantDomainName: Domain name of customer tenantProduct: 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 customerSubscriptionGuid: Subscription IDIsAutoRenew: Indicates whether the subscription is autorenewed (Yes or No)SKU: Product stock-keeping unit (SKU)Month: Month for which usage and revenue are reportedMPNId: Identifier of Microsoft AI Cloud Partner Program (formerly Microsoft Partner Network (MPN))PartnerName: Name of the partnerPartnerLocation: Geographical location of partnerPartnerAttributionType: Attribution/Association type of the partner. Can be Advisor, Channel Partner, Claiming Partner of Record (CPOR), CPOR - Competency, CPOR - FRP, CPOR OSA, CPOR RevRec, Cloud Solution Provider (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 RecordSalesChannel: Sales ChannelIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, Small, Medium Enterprises and Channel (SMC) Commercial, USA - Northeast, JPN - KansaiIsDuplicateRowForPGA: 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. Priority list (Lowest number = highest preference): Channel Partner (1) < Distributor (2) < Hosting Partner (3) < Non-Partner (4) < Partner of Record (POR) (5) < Reseller (6). For Example: If both Reseller (6) and Distributor (2) are present, Distributor is marked as Original, Reseller as Duplicate - to avoid double countingAvailableSeats: Available licensesBilledRevenueUSD: Billed revenue in US dollarAzureConsumedRevenueUSD: Azure Consumed Revenue in USDCPORRevenue: Revenue from the CPOR Partner attaches typeCPORPaidSeats: Paid licenses with CPOR Partner attach typeCPORActiveUsers: Active users with CPOR Partner attach type
Reseller Certifications report
Note
This report is only available to the Distributors.
IPPartnerGlobalId: Global Partner ID of the DistributorResellerGlobalPartnerID: Global Partner ID of the ResellerResellerGlobalPartnerName: Global Partner Name of ResellerPartnerType: Type of Partner: Reseller or DistributorSolutionArea: Solution areaCertificationType: Certification type Intermediate or AdvancedCertificationName: Name of the CertificationIsPrerequisite: If the Certificate part of PrerequisiteIndividualsCount: Count of individuals in Partner Org who achieved the certification
Reseller Solutions Partner report
Note
This report is only available to the Distributors.
IPPartnerGlobalId: Global Partner ID of the DistributorPartnerType: Type of Partner: Reseller or DistributorResellerGlobalPartnerID: Global Partner ID of the ResellerResellerGlobalPartnerName: Global Partner Name of ResellerSolutionArea: Solution area category; for example, Modern Work, Security, and Data & AITrackName: Track name SMB or Enterprise (if applicable for the Solution area)Pillar: Pillar represents Performance, Skilling, or Customer Success measurement areasSubCategory: Subcategory classification under the pillar; for example, Net Customer Adds for Performance or Usage Growth for Customer SuccessResellerSubcategoryContribution: Actual contribution units achieved by reseller in a subcategory; for example, Net Customer Adds, Deployments, and Usage GrowthSubcategoryMaxContribution: Maximum possible contribution needed for the subcategoryResellerSubcategoryPoints: Points earned by reseller in a subcategory based on their contribution performanceSubcategoryMaxPoints: Maximum possible points available for the subcategoryResellerPillarScore: Total points earned by reseller across all subcategories within a pillar (Performance, Skilling, or Customer Success)PillarMaxScore: Maximum possible points that a reseller can achieve within the pillarResellerTotalScore: Total points the reseller earned for the solution area (or track of solution area where applicable)TotalMaxScore: Maximum possible points available for the solution area (or track of a solution area where applicable)
Reseller performance report
Note
Revenue and Azure consumed revenue (ACR) data are available only to users who are Executive report viewers.
PGAMpnID: Identifier of the partner global accountResellerMpnID: Reseller Microsoft AI Cloud Partner Program identifierResellerName: Reseller nameResellerMarket: Reseller country/region of marketIndirectProviderMpnID: Identifier of the indirect provider Microsoft AI Cloud Partner ProgramIndirectProviderName: Indirect provider nameMonth: Month for which usage and revenue is reportedProduct: Product nameSubscriptionID: Identifier of the subscriptionIsAutoRenew: Indicates whether the subscription is autorenewed (Yes or No)AvailableSeats: Number of licenses availableAssignedSeats: Number of assigned licensesBilledRevenueUSD: Billed revenue in US dollarsCustomerName: Name of the customerCustomerTPid: Identifier of the customer top parentCustomerSegment: Customer segmentCustomerMarket: Geographical market of the customerResellerStatus: Reseller statusIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiPartnerAttachType: Attribution/Association type of the partnerSKU: Product SKUReportingPricingLevel: 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 possibleDetailPricingLevelName: 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 transactionACR: Azure consumed revenue (ACR) in US dollars
ResellerEligibility report
Note
This report is only available to the Distributors.
GlobalPartnerId: Global Partner ID or Organization ID for the PartnerDistributorTenantID: Tenant ID of the DistributorDistributorAccountCountry: Country/region of the Tenant of Indirect ProviderDistributorTenantRegion: Region of the Country of the Indirect ProviderResellerPartnerID: Partner ID of the ResellerResellerPartnerName: Name of the Reseller associatedResellerAccountType: Account Type of the Reseller - whether PLA (Partner Location Account) or Not a PLAResellerAccountCountry: Country/region of the ResellerResellerRegion: Region of the Country of the ResellerResellerAssociatedWithDistributor: States if the Reseller is directly associated with the Distributor Tenant IDResellerStatus: Account Status of the ResellerRegionMatch: States if the region of the Reseller matches the region of the DistributorResellerCountryCodeCount: Count of tenants in the same country/region as the Reseller's location. All tenants associated to the Partner Location should belong to same country/region. Ideal count should be oneIsCompliant: States if the Reseller's Partner ID is compliant for the Indirect ProviderErrorCodes: Applicable error codes if the Partner ID of the Reseller is noncompliant
Note
All possible error codes for other scenarios can be found in Developer codes
Reseller Status Report
Reseller Name: Name of the Reseller PartnerRegion: Region of the Reseller PartnerPartnerLocationID: Partner Location ID of the PartnerStatus: Whether the Reseller is active (Authorized) or inactive (Unauthorized)EffectiveInactiveData: Applicable for inactive Resellers. It shows the effective date from when the Reseller is inactive
Subscription details report
Note
Revenue and ACR data are available only to users who are Executive report viewers.
PGAMpnID: Identifier of the partner global accountSubscriptionId: GUID of the subscriptionSubscriptionStartDate: Start date of the subscriptionSubscriptionEndDate: End date of the subscriptionSubscriptionState: State of the subscription (Active or Churned)Month: Month for which usage and revenue are reportedIsAutoRenew: Indicates whether the subscription is autorenewed (Yes or No)CustomerName: Name of the customerCustomerTenantId: GUID of the customerCustomerTpid: Customer top parent identifierDUNSNumber: Global Data Universal Number System Identifier of customerCustomerSegment: Market segment of the customerTopSegment: Higher-level segment classification of customerCustomerMarket: Geographical market of the customerReportingProductName: Granular product nameProduct: Product sold to the customer by the partnerRawProductName: Detailed product name sold to the customerProductPartNumber: Part number of the productSKU: SKU of the productRevSumDivisionName: Revenue reporting product hierarchy nameSolutionArea: Business application classification of the productMPNID: Microsoft AI Cloud Partner Program IDPartnerName: Name of the partnerPartnerLocation: Geographical location of the partnerPartnerAttributionType: Attribution type for the subscriptionSalesChannel: Channel of the sales - Direct, CSP, and so onIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiPricingLevel: Price point of the saleEnrollmentNumber: Enrollment number of the subscriptionIsDuplicateRowForPGA: 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. Priority list (Lowest number = highest preference): Channel Partner (1) < Distributor (2) < Hosting Partner (3) < Non-Partner (4) < POR (5) < Reseller (6). For Example: If both Reseller (6) and Distributor (2) are present, Distributor is marked as Original, Reseller as Duplicate - to avoid double countingSubscriptionStartMonth: Start month of the subscriptionResellerID: ID of resellerResellerName: Reseller nameAvailableSeatsEOP: Overall Available licenses until End of PeriodAvailableSeats: Available license difference Month on monthBilledRevenueUSD: Revenue in USDAzureConsumedRevenueUSD: Azure Consumed Revenue in USDCPORRevenue: Revenue from the CPOR Partner attaches typeCPORPaidSeats: Paid licenses with CPOR Partner attach typeCPORActiveUsers: Active users with CPOR Partner attach type
CSP Revenue Details report
PGAMpnID: Identifier of the partner global accountPartnerName: Name of the partnerMPNID: Microsoft AI Cloud Partner Program IDMPNType: Type of the Partner account: Global or Local accountCustomerName: Name of the customerCustomerID: Identifier of the customerCustomerTenantId: Identifier of the customer tenantMonthKey: Month for which usage is reportedSubscriptionId: GUID of the subscriptionReportingPricingLevel: 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 possibleDetailPricingLevelName: 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 transactionSummaryPricingLevel: 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 partnerProductPartNumber: Part number of the productProduct: Product nameIsDuplicateRowForPGA: 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. Priority list (Lowest number = highest preference): Channel Partner (1) < Distributor (2) < Hosting Partner (3) < Non-Partner (4) < POR (5) < Reseller (6). For Example: If both Reseller (6) and Distributor (2) are present, Distributor is marked as Original, Reseller as Duplicate - to avoid double countingBilledRevenueUSD: Billed revenue in US dollars
Azure usage report
PGAMpnID: Identifier of the partner global accountSubscriptionId: GUID of the subscriptionSubscriptionStartDate: The date of the start of the subscriptionSubscriptionEndDate: The date of the end of the subscriptionFirstUseDate: Date when Azure services were used firstSubscriptionState: Current State of the subscription (Active, Disabled, Deprovisioned, Abandoned or In Grace Period)Month: Date aggregated by monthServiceLevel1: 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 PillarServiceLevel3: Service name used by Azure.Microsoft.Com to white listing Azure offeringsServiceLevel4: 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 onServiceGroup3: More detail for FRA, such as IoT Hub, Maps for IoT FRAServiceInfluencer: PaaS services that drive consumption of infra resources, such as Service Fabric, Azure Databricks, AKS, and so onComputeOS: Operating System for the ComputeComputeCoreSoftware: Compute Core SoftwareUsageUnits: The number of units that are used during the billing cycleUsageQuantity: Quantity of usage of resourceCustomerName: Name of the customerCustomerTenantId: Tenant ID of customerCustomerTpid: Customer top parent IDCustomerSegment: Segment of the customerCustomerMarket: Geographical market of the customerMPNID: PartnerID of the customerPartnerName: Name of the partnerPartnerLocation: Geographical country/region location of the partnerPartnerAttributionType: 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 RecordSalesChannel: Channel of the sales (Direct/CSP, Indirect/CSP, Direct, and so on)EnrollmentNumber: Enrollment number of the subscriptionIsACRDuplicateAtPGALevel: 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. Priority list (Lowest number = highest preference): Partner Admin Link (0) < Transacting POR (1) < POR (2) < CSP Tier 1 (3) < CSP Tier 2 (4) < Partner as End-Customer (5). For Example: If both Partner as End-Customer (5) and POR (2) are present, POR is marked as Original, Partner as End-Customer as Duplicate - to avoid double countingResellerID: ID of resellerResellerName: Reseller nameIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiAdminType: When the Partner Attribution Type is Partner Admin Link (PAL), this column indicates the assigned role in the customer's subscription.AssociationType: Type of AssociationACR_USD: Azure consumed revenue (ACR) in US dollars
Microsoft 365 usage report
PGAPartnerID: Identifier of the partner global accountCustomerTenantId: Tenant ID of the customerCustomerTpid: Customer top parent IDWorkloadName: SharePoint Online (SPO), Microsoft365Apps, Teams, TeamsApps, Viva Connections, Viva Engage, Viva Insights, Viva Learning, Viva Topics, EXO, TeamsMeetings, TeamsPhoneEnabledUsersMonth: Month for which usage is reportedPaidAvailableUnits: Number of paid available unitsMonthlyActiveUsers: Number of monthly active usersCustomerName: Name of the customerCustomerMarket: Geographical country/region location of the customer's marketCustomerSegment: Customer segmentIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiPartnerID: Identifier of Microsoft AI Cloud Partner ProgramPartnerName: Name of the partnerPartnerLocation: Geographical location of the partnerPartnerAttributionType: 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 RecordIsDuplicateRowForPGA: 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. Priority list (Lowest number = highest preference): Partner of Record (0) < CSP Tier1 (1) < CSP Tier2 (2) < Delegated Admin Privilege (3) < CPOR - FRP (4) < Transacting POR (5) < CPOR - Competency (6) < CPOR (7) < Partner As End Publisher (8) < Operator Connect (9). For Example: If both CPOR (7) and CSP Tier2 (2) are present, CSP Tier2 is marked as Original, CPOR as Duplicate - to avoid double counting
Note
TotalPaidAvailableUnits and TotalMonthlyActiveUsers columns are legacy columns retained for schema consistency. These columns don't contain any data and can be ignored.
EMS usage report
PGAMpnID: Identifier of the partner global accountSubscriptionId: GUID of the SubscriptionSubscriptionStartDate: The date of the start of the subscriptionSubscriptionEndDate: The date when the subscription endsSubscriptionStatus: Current state of the subscription (Open, Closed, Active or In Grace Period)Month: Date aggregated by monthSKU: Product SKUSKUId: SKU ID of the productFreeVsPaidSKU: Indicates Free or Paid SKUSalesModel: Sales channel used for selling the subscriptionDetailedSalesModel: Detailed sales model for the subscriptionCustomerName: Name of the customerCustomerTenantId: Tenant ID of customerCustomerTpid: Customer top parent IDCustomerSegment: Customer segmentCustomerMarket: Geographical country/region location of the market of customerIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiMPNID: PartnerIDPartnerName: Name of the partnerPartnerLocation: Geographical location of partnerPartnerAttributionType: 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 RecordPartnerHierarchy: Hierarchy of partner (HeadQuarters or Location)PaidAvailableUnits: Number of paid available unitsMonthlyActiveUsers: Number of monthly active usersAATPActiveUsage: Azure Advanced Threat Protection (AATP) active usageMCASActiveUsage: Microsoft Defender XDR for Cloud Apps active usageAADPPaidAvailableUnits: Number of paid available units for Microsoft Entra ID P1 or P2 (AADP)IntunePaidAvailableUnits: Number of paid available units for IntuneAzipPaidAvailableUnits: Number of paid available units for Azure Information ProtectionAADPMonthlyActiveUsers: Number of monthly active users for Microsoft Entra ID P1 or P2 (AADP)IntuneMonthlyActiveUsers: Number of monthly active users for IntuneAzipMonthlyActiveUsers: 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 ProtectionMDM: Mobile Device ManagementMAM: Mobile Application ManagementSSPR: Self-Service Password Reset
Dynamics usage report
PGAMpnID: Identifier of the partner global accountSubscriptionId: GUID of the subscriptionSubscriptionStartDate: Start date of the subscriptionSubscriptionEndDate: End date of the subscriptionSubscriptionStatus: State of the subscriptionMonth: Month for which usage is reportedRevSumDivisionName: Name of the rev sum divisionRevSumCategoryName: Name of the rev sum categorySKU: SKU of the productSKUId: SKU ID of the productFreeVsPaidSKU: Indicates whether it's a free or paid SKUSalesModel: Sales channel that's used for selling the subscriptionDetailedSalesModel: Detailed sales model for the subscriptionCustomerName: Name of the customerCustomerTenantId: GUID of the customer tenantCustomerTpid: Customer top parent identifierCustomerSegment: Market segment of the customerCustomerMarket: Geographical market of the customerIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiMPNID: Identifier of Microsoft AI Cloud Partner ProgramPartnerName: Name of the partnerPartnerLocation: Geographical country/region location of the partnerPartnerAttachType: Attribution or Association type for the subscription. Can be CPOR, Delegated Admin Privilege, FastTrack, Partner of Record or Transacting Partner of RecordAvailableSeats: Current paid available licensesAssignedSeats: Current assigned licensesActiveSeats: Current active licensesDeploymentOpportunity: Deployment opportunity is the number of licenses that aren't assignedActiveUsagePercent: Current active usage as a percentage of available licenses
Power BI usage report
PGAMpnID: Identifier of the partner global accountSubscriptionId: GUID of the subscriptionSubscriptionStartDate: Start date of the subscriptionSubscriptionEndDate: End date of the subscriptionSubscriptionStatus: State of the subscription (Active, Inactive, or In Grace Period)Month: Date aggregated by monthSKU: SKU of the productSKUId: SKU ID of the productFreeVsPaidSKU: Free or paid SKU differentiatorSalesModel: Sales model that's used to sell the subscriptionDetailedSalesModel: Detailed sales model for the subscriptionCustomerName: Name of the customerCustomerTenantId: GUID of the customer tenantCustomerTpid: Identifier of the customer top parentCustomerSegment: Market segment of the customerCustomerMarket: Geographical market of the customerIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiMPNId: Identifier of Microsoft AI Cloud Partner ProgramPartnerName: Name of the partnerPartnerLocation: Geographical country/region location of the partnerPartnerAttachType: Attribution type for the subscriptionPartnerHierarchy: Hierarchy of partner (HeadQuarters or Location)AvailableSeats: Current paid available licensesAssignedSeats: Current assigned licensesActiveSeats: Current active licensesDeploymentOpportunity: Deployment opportunity is the number of licenses that aren't assignedActiveUsagePercent: Current active usage as a percentage of available licenses
Business Applications Revenue report
FiscalMonthName: Month and year information regarding the dataGlobalPartnerID: Global partner ID of the partnerPartnerName: Name of the partnerPartnerAssociationType: Partner association type, which can be CPOR OSA, CPOR RevRec, CPOR RevRec Performance, CSP CPOR RevRec Performance, CSP Tier 1, CSP Tier 2, or Digital Partner of Record (DPOR)CustomerID: Unique identifier for a customer in Microsoft recordCustomerName: Name of the customerCustomerTenantID: Tenant ID of the customerCustomerTenantName: Name of the customer at the tenant levelSubscriptionId: Identifier for the subscriptionSubscriptionStartDate: Start date of the subscriptionCountry: Country/region of the customerWorkloadCategory: Category of the workloadWorkloads: Appropriate workload for the subscription, such as Copilot Studio, Supply Chain, CCaaS, F&O Bundle, Sales, Sustainability Manager, AI Builder, Omni-Channel, Finance, Customer Voice, Non Workload Specific-F&O, Customer Insights, Power Pages, Commerce, Business Central, Field Service, Intelligent Order Management, Copilot for Service, Power BI, Customer Service, Microsoft Copilot Studio, CE Bundle, Sales Copilot, Mixed Reality, Power Automate, Project Operations, HR, Copilot for Sales, Non-Workload Specific, Power Apps, Copilot StudioAdjustedRevenueAmtCD: Revenue details for the subscriptionIsDuplicateAtPGALevel: 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
Business Applications Usage report
FiscalMonthName: Month and year information regarding the dataGlobalPartnerID: Global partner ID of the partnerPartnerName: Name of the partnerPartnerAssociationType: Partner association type, which can be CPOR OSU, CSP Tier 1, CSP Tier 2, DPOR, or PALCustomerID: Unique identifier for a customer in Microsoft recordCustomerName: Name of the customerCustomerTenantID: Tenant ID of the customerCustomerTenantName: Name of the customer at the tenant levelSubscriptionID: Identifier for the subscriptionSubscriptionStartDate: Start date of the subscriptionMetricType: Type of the subscription paid or trialWorkloadCategory: Category of the workloadWorkload: Appropriate workload for the subscription, such as Business Central, Common Data Service, Core HR, Customer Insights Partner, Finance & Operations, Guides, Microsoft Sales Copilot, Portals, Power Apps, Power Apps Per App, Power Automate, Power BI, RetailSkuGroup: Group to which the SKU belongsPAMAU: Partner attached monthly active usersMAC: Monthly active capacityMAU: Monthly active usersIsDuplicateAtPGALevel: 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
Teams usage meetings and calls report
PGAMpnID: Identifier of the partner global accountCustomerId: Identifier of the customer top parentCustomerTenantId: Tenant ID of the customerCustomerName: Customer nameCustomerCountryCode: Country Code of the customerCustomerCountry: Customer country/regionCustomerSegment: Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so onIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiDateKey: Date for which usage is reportedSubworkload: Subworkload for which usage is reported (meetings, calls, or phone systems)Meeting count: Number of meetingsMeeting duration: Total meeting duration in hours
Teams usage workload report
PGAMpnID: Identifier of the partner global accountCustomerId: Identifier of the customer top parentCustomerTenantId: Tenant ID of the customerCustomerName: Customer nameCustomerCountryCode: Country Code of the customerCustomerCountry: Customer country/regionCustomerSegment: Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so onMonthKey: Month for which usage is reportedSubWorkload: Subworkload for which usage is reported (Meetings, calls or phone systems)DesktopUsers: Number of users who use Teams on desktopWebUsers: Number of users who use Teams on the webMobileUsers: Number of users who use Teams on mobileAllUpParticipants: Number of unique users of Teams for the monthIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - Kansai
Teams usage 3P (Third-party) apps report
PGAMpnID: Identifier of the partner global accountCustomerId: Customer top parent IDCustomerTenantId: Tenant ID of the customerCustomerName: Customer nameCustomerCountryCode: Country Code of the customerCustomerCountry: Customer country/regionCustomerSegment: Type of Customer segment, for example Major Commercial, Major Public Sector, Small, Medium & Corporate Commercial, and so onIndustryName: Type of Industry the customer belongsVerticalName: Business Vertical within the Industry of the CustomerEOU: Enterprise Organizational Unit, Focus areas for Subsidiary levels. For example, SMC Commercial, USA - Northeast, JPN - KansaiDateKey: Date for which usage is reportedAppName: Name of the Teams appUsercount: Number of users for the app
Trainings (Trainings, exams, and certifications)
PGAMpnId: Identifier of the partner global accountTrainingActivityId: Identifier of the trainingTrainingTitle: Title of the trainingTrainingType: Type of training (certification or exam)IndividualFirstName: First name of the customerIndividualLastName: Last name of the customerEmail: Personal email ID of the customerCorpEmail: Office email ID of the customerTrainingCompletionDate: Completion date of the trainingExpirationDate: Expiration Date of the CertificationActivationStatus: Status of the CertificationMonth: Month for which the data is reportedMpnId: Identifier of Microsoft AI Cloud Partner ProgramPartnerName: Name of the partnerPartnerCityLocation: Geographical city location of the partnerPartnerCountryLocation: Geographical country/region location of the partner
Microsoft Learn report
PGAMpnId: Identifier of the partner global accountUserName: Name of the userUserId: GUID of the userTrainingName: Name of the trainingTrainingType: Type of training (module or learning path)Products: Product for which the learning module is applicableRoles: Applicable roles of the trainingCompletionDate: Date of completion of the trainingMPNId: Identifier of Microsoft AI Cloud Partner ProgramPartnerName: Name of the partnerCountry: Geographical country/region location of the partner
Cloud Ascent - AI Business Solutions Propensity report
GlobalID: Partner Global Account ID (PGA): Partner Center account structurePartnerName: Partner Global Account NameCustomerID: Unique identifier for Microsoft Customers or Prospects, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerIDCustomer Tenant ID: Unique identifier for Microsoft Customers sourced from internal Microsoft Systems This is shared externally to partners and should be able to be matched to customer transactionsMoodysID: Unique identifier for accounts sourced from Moodys, an external data providerAccountName: The name of the Microsoft Customer or ProspectsDomain: Domain (website) of the CustomerOrgSize: OrgSize is defined by the number of employees within an AccountIndustry: Industry that the organization belongsVertical: Vertical that the organization belongsArea: 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 worldCity: Geographical city location of the customerState: Geographical state location of the customerPostalCode: Postal code of the organization of the customerCountry: Geographical country/region location of the customerSegment: Customer Segment as defined by MicrosoftSubSegment: Customer Segment as defined by MicrosoftSMECTypeSummary: Another Customer Segment defined by Microsoft:- Upper Medium 300 - 999 employees
- Medium includes customers with 25 - 300 employees
- Small includes customers with 1-24 employees
IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or notSecure_AI_Productivity_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:- Migrate to Cloud: This cohort targets customers who don't currently have Microsoft 365 and are using on-premises or compete solutions. The primary goal for this group is to transition them to Microsoft cloud services, emphasizing the advantages of cloud-based solutions, enhanced teamwork, and productivity. Key sales pitch: cloud benefits, productivity, and teamwork
- Upsell Productivity: These are customers with fewer than 10 Microsoft 365 productivity bundles, such as Business Basic, Business Standard, or Business Premium. The main objective is to encourage broader adoption of core productivity workloads and to increase the number of licenses. Key sales pitch: productivity and teamwork
- Upsell Security: Customers with 10 or more productivity bundles but no security products; for example, Microsoft Entra, Defender, and Business Premium. The focus is on introducing foundational security capabilities. Key sales pitch: basic security
- Expand Security: Customers with 10 or more productivity bundles and EMS adoption below 50%. These customers started their security journey and are ready to expand into more advanced security solutions. Key sales pitch: advanced security
- Cross-sell Next Workload: Customers with 10 or more productivity bundles and EMS adoption of 50% or more. These customers are mature in productivity and security and are ideal candidates for cross-selling additional workloads like Copilot, Teams Phone, Viva, or Fabric
Surface_Cohort: These cohorts are designed to align Surface device adoption with broader Microsoft 365 and Copilot solution plays:- Expand Surface: Customers who already own Surface devices and show potential to expand their deployment. The goal is to deepen Surface adoption across the organization
- Cross-Sell with M365: Customers with Microsoft 365 licenses but no Surface devices. These customers are ideal for introducing Surface as a productivity-optimized endpoint that enhances the Microsoft 365 experience
- Cross-Sell with Copilot: Customers with Copilot licenses but no Surface devices. This cohort is targeted for Surface Copilot+ PCs, emphasizing the value of AI-optimized hardware to unlock the full potential of Microsoft Copilot
Copilot_&_Agents_at_Work_Cohort: These Copilot cohorts are based on licensing eligibility and the presence of Microsoft 365 apps, helping guide appropriate sales motions and readiness planning:- Attach Free Chat: Customers who don't have Microsoft 365 apps but are eligible for the free Copilot Chat experience via browser. This cohort is ideal for introducing AI capabilities and nurturing them toward full Microsoft 365 Copilot adoption
- Attach M365 Copilot: Customers who have Microsoft 365 desktop applications and hold qualifying licenses, making them ready to adopt the full Microsoft 365 Copilot experience
- Expand M365 Copilot: Existing Microsoft 365 Copilot customers with potential to deepen usage. This includes expanding Copilot to more users, activating additional features like agents and analytics, or integrating with other Microsoft solutions
- Attach/Expand M365 Copilot Business: Customers with 25+ licenses of Microsoft 365 Business Standard and/or Business Premium who are strong candidates for upselling or expanding Microsoft 365 Copilot Business. This cohort supports motions to attach Copilot Business to existing licenses or offer bundled solutions, helping SMB customers unlock AI-powered productivity across familiar Microsoft 365 apps
Dynamics365 Cohorts: These cohorts are designed to target existing MSFT customers to a specific Dynamics 365 product- Modernize Accounting/ ERP Systems with D365 Business Central: This cohort targets existing Microsoft 365 Customers who currently don't use Microsoft Enterprise Resource Planning (ERP) solutions like Dynamics 365 Business Central or Dynamics 365 Finance and Operations, and who are high-propensity customers, to purchase an ERP solution like Dynamics 365 Business Central or Dynamics 365 Finance and Operations. Target these customers to sell Dynamics 365 Business Central or Dynamics 365 Finance and Operations
- Migrate from Dynamics OnPrem to Business Central: This cohort targets existing customers who are using a Dynamics on-premises solution like NAV, GP or SL and are a target to migrate to a cloud ERP solution like Dynamics 365 Business Central or Dynamics 365 Finance and Operations. Target these customers to sell Dynamics 365 Business Central or Dynamics 365 Finance and Operations
FY26_Offers: Promotional offers for FY26. Customers who are eligible for a promotional offerM365Cluster: 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 targetedM365Fit: 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 quarterlyM365Intent: 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 monthlyM365_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelM365_First_Logical_SKU: When a customer hasn't purchased Microsoft 365 and is whitespace for the product, this indicates the first logical SKU for which you should target this customerM365_CoPilot_Cluster: Identifies a customer's propensity to purchase Microsoft 365 CoPilot. 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 targetedM365_CoPilot_Fit: 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 quarterlyM365_CoPilot_Intent: 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_CoPilot_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelM365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365M365_Upsell_SKU: When M365UpsellCustomer Column is set to Yes, this is the next logical SKU that is recommended to sell to this customerSurfaceCluster: 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 targetedSurfaceFit: 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 quarterlySurfaceIntent: 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 monthlySurface_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelDynamics365_BusinessCentral_Cluster: Identifies the customer's propensity to purchase an ERP solution like Dynamics 365 Business Central or Dynamics 365 Finance and Operations. 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 customersDynamics365_BusinessCentral_Fit: 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 quarterlyDynamics365_BusinessCentralIntent: 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 monthlyDynamics365_BusinessCentral_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelM365_Paid_Seat_Range: The estimated number of paid user licenses the customer has for Microsoft products/services; for example, 1-10, and 11-50Transacted_EOS_Products: Indicates whether the customer purchased a Microsoft product nearing its end-of-support dateHas_Transacted_Product: Indicates whether the customer currently owns any Microsoft product that they've transacted with you as the partnerHas M365 Security SKUs: Yes/No indicator of if a customer an existing Microsoft 365 Security SKU, this can be used to further prioritize Dynamics 365 targeted customers; Business Central in specificHas_MW_CSP_Annual_Renewal: Identify target customers who have CSP subscriptions with annual terms and display those with the earliest upcoming renewal monthHas_Compete: Indicates whether the customer uses products or services from Microsoft competitorsHas_Pricing_Level: Identifies how a customer purchased Microsoft products by the various Microsoft pricing levels, for example, Enterprise Agreement, Open Value, and CSP; among othersM365_Customer_Potential_Revenue_Range: Estimated range of potential revenue represents the customers potential for Microsoft 365 over a three year average for Microsoft products/services; for example, $0-$10k, and $10k-$50kDynamics365_BusinessCentral_Customer_Potential_Revenue_Range: Estimated range of potential revenue represents the customers potential for Dynamics 365 over a three year average for Microsoft products/services; for example, $0-$10k, and $10k-$50kSurface_Customer_Potential_Revenue_Range: Estimated range of potential revenue represents the customers potential for Surface over a three year average for Microsoft products/services; for example, $0-$10k, and $10k-$50kTransactedInTheLast36Months: Identifies if the customer purchased a Microsoft product in the trailing 36 month periodAdditional Information: Microsoft uses this to expand upon any new data added throughout the year
Cloud Ascent - Azure propensity report
GlobalID: Microsoft AI Cloud Partner Program IDPartnerName: Name of the partnerCustomerID: Unique identifier for Microsoft Customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerIDCustomer Tenant ID: Unique identifier for Microsoft Customers sourced from internal Microsoft Systems. This is shared externally to partners and should be able to be matched to customer transactions MoodysID`: Unique identifier for accounts sourced from Moodys, an external data providerAccountName: The name of the Microsoft Customer or ProspectsDomain: Domain (website) of the CustomerOrgSize: Size of the organizationIndustry: Industry that the organization belongsVertical: The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standardsArea: Geographical physical location of the Customer grouped into 14 Areas within the worldSubsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the worldCity: Geographical city location of the customerState: Geographical state location of the customer PostalCode`: Postal code of the organization of the customerCountry: Geographical country/region location of the customerSegment: Market segment as defined by MicrosoftSubSegment: Market subsegments as defined by MicrosoftSMECTypeSummary: Another Customer Segment defined by Microsoft:- Upper Medium 300 - 999 employees
- Medium includes customers with 25 - 300 employees
- Small includes customers with 1-24 employees
IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or not1_Attach_Fabric_to_Power_BI: Targeting current Microsoft customers that have Power BI and haven't yet purchased Fabric. Objective is to migrate Power BI to Fabric2_Migrate_SQL_DW_to_Fabric: Targeting current Microsoft customers that have an on-premises SQL Server product and haven't yet purchased Fabric. Objective is to migrate their SQL Server environments into Fabric OneLake3_Fabric_as_Next_Logical_Workload: Targeting current Microsoft Azure customers that are predicted to be a good fit for using Fabric as their next logical workload in Azure. This includes customers using Cosmos, Databricks, or Synapse. The objective is to land Fabric as a primary analytics tool based on their current consumption4_Fabric_BI_Compete: Targeting customers that don't currently have Azure and are using a competing Business Intelligence product. Objective is to replace their current BI product or to migrate their current data solutions into Fabric OneLake for use through their current BI product5_Azure_AI_Growth: Targeting customers currently consuming AI, Application, or Data workloads in Azure and enabling them to expand their capability through further consumption of Azure AI workloads6_Azure_Growth_with_ISVs: Targeting ISV customers currently consuming Azure workloads through CSP, or not consuming Azure at, all and enabling them to expand their capability through further consumption of Azure AI workloads7_Build_New_AI_Apps: Targeting customers using competing DBMS systems such as MySQL, PostgreSQL, Oracle, and Amazon, or customers that show evidence of doing application development through GitHub or MSDN licenses. The objective is to onboard these customers to Azure Application Development environments that support AI solutions8_Attach_GitHub_CoPilot: Identifies customers currently using Azure DevOps or GitHub Enterprise, or customers using a competing product for Azure DevOps (Atlassian Jira, BitLab, or Jenkins). The objective is to onboard these customers to GitHub Copilot1_First_Workload_AVD-RDS: Customers using Remote Desktop Services or Microsoft 365 Business Premium/E3 who have potential to adopt Azure Virtual Desktop. Key sales pitch: initial cloud migration and productivity2_First_Workload_Backup_&_Azure_disaster_recovery: Customers with Modern Work and Compete solutions but no Azure usage and no integrated backup solutions. Key sales pitch: Azure Backup, disaster recovery, initial Azure adoption3_Migrate_On-prem_Servers_to_Azure: Customers with on-premises Linux VMs, VMware, or older Windows Servers (2012/2012 R2/2016) not yet using Azure. Key sales pitch: infrastructure migration, operational efficiency4_Migrate_On-prem_databases_to_Azure: Customers running on-premises databases (Linux/OSS like PGSQL, MySQL, Azure SQL, or SQL 2014/2016) without Azure presence. Key sales pitch: database modernization and cost efficiency5_Arc-enabled_Servers: Customers with Software Assurance (SA), Extended Security Updates (ESUs), or SQL licensing via SPLA, suitable for hybrid cloud via Azure Arc. Key sales pitch: hybrid flexibility, simplified management6_NLW_Linux_estate,_Windows_Server_migrations_to_Azure: Customers already using some Azure infrastructure but with opportunities to expand database workloads (SQL, PostgreSQL, MySQL). Key sales pitch: workload growth, data modernization7_NLW_Databases_to_Azure: Customers already using Azure for Windows Server or Linux VMs with potential to increase Azure usage. Key sales pitch: workload expansion, enhanced cloud efficiency8_NLW_Security_/_Defender_for_Cloud: Customers with Azure presence or on-premises infrastructure (Linux, WS, SQL) lacking Defender for Cloud. Key sales pitch: enhanced security and threat protection.FY26_Offers: Promotional offers for FY26. Customers who are eligible for a promotional offerAzureFit: 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 quarterlyAzureIntent: 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 monthlyAzureCluster: 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 customersAzure_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelAzure_First_Logical_SKU: If a customer hasn't purchased Azure and is whitespace for the product, the First Logical SKU is the SKU that partners should target this customer forNumber_of_Existing_Workloads: The number of existing Azure workloads that the customer hasExisting_Workloads: The existing Azure workloads that the customer purchasedNumber_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 recommendationsRecommended_Workloads: The recommended Azure workloads that the customer could be targeted for based on their past purchase history and the propensity recommendationsNext_Logical_Workload_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelAzure_Churn_Risk: Azure Churn is dependent on a variance of ACR by the customer. These are the churn categories:- Churn: Variance ≤ -6%
- Growth: Variance ≥ 10%
- Flat: Variance between -5% to 9%
Has_Transacted_Products: Indicates whether the customer currently owns any Microsoft product that they've transacted with you as the partnerTransacted_EOS_Products: Indicates whether the customer purchased a Microsoft product nearing its end-of-support date.Has_Compete: Indicates whether the customer uses products or services from Microsoft competitorsHas_Pricing_Level: Identifies the pricing level of the customer and if they purchased through CSP, EA, Open, or Open ValueAzure_Customer_Potential_Revenue_Range: Estimated range of potential revenue represents the customers potential over a three year average for Microsoft products/services; for example, $0-$10k, and $10k-$50kTransactedInTheLast36Months: Indicates whether the customer purchased a Microsoft product within 36 months
Cloud Ascent - Agreement renewal propensity report
GlobalID: Microsoft AI Cloud Partner Program IDPartnerName: Name of the partnerCustomerID: Unique identifier for Microsoft Customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerIDCustomer Tenant ID: Unique identifier for Microsoft Customers sourced from internal Microsoft Systems. This is shared externally to partners and should be able to be matched to customer transactionsMoodyID: Unique identifier for accounts sourced from Moodys, an external data providerAccountName: The name of the Microsoft Customer or ProspectsDomain: Domain (website) of the CustomerOrgSize: Size of the organizationIndustry: Industry that the organization belongsVertical: The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standardsArea: Geographical physical location of the Customer grouped into 14 Areas within the worldSubsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the worldCity: Geographical city location of the customerState: Geographical state location of the customerPostalCode: Postal code of the organization of the customerCountry: Geographical country/region location of the customerSegment: Market segment as defined by MicrosoftSubSegment: Market subsegments as defined by MicrosoftSMECTypeSummary: Another Customer Segment defined by Microsoft:- Upper Medium 300 - 999 employees
- Medium includes customers with 25 - 300 employees
- Small includes customers with 1-24 employees
IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or notFY26_Offers: Promotional offers for FY26. Customers who are eligible for a promotional offerHasCompete: Indicates whether the customer uses products or services from Microsoft competitorsAzureCluster: 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 customersD365BCCluster: 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 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 targetedM365CoPilotCluster: Identifies a customer's propensity to purchase Microsoft 365 CoPilot. 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 targetedM365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365LicenseProgram: Identifies whether a renewal is an EA, Open, or Open Value agreementAgreementID: Identifier of the agreement as defined by MicrosoftAgreementEndDate: End date of the agreementExpirationType: Type of expirationExpiringRevenue: Revenue associated with expiring subscriptionsRevSumDivisionName: Identifies the product that's up for renewalTransactedInTheLast36Months: Identifies if the customer purchased in the trailing 36 month periodAdditional Information: Microsoft uses this to expand upon any new data added throughout the year
Cloud Ascent - Surface propensity report
GlobalID: Microsoft AI Cloud Partner Program IDPartnerName: Name of the partnerCustomerID: Unique identifier for Microsoft Customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerIDCustomer Tenant ID: Unique identifier for Microsoft Customers sourced from internal Microsoft Systems. This is shared externally to partners and should be able to be matched to customer transactionsMoodysID: Unique identifier for accounts sourced from Moodys, an external data providerAccountName: The name of the Microsoft Customer or ProspectsDomain: Domain (website) of the CustomerOrgSize: Size of the organizationIndustry: Industry that the organization belongsVertical: The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standardsArea: Geographical physical location of the Customer grouped into 14 Areas within the worldSubsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the worldCity: Geographical city location of the customerState: Geographical state location of the customerPostalCode: Postal code of the organization of the customerCountry: Geographical country/region location of the customerSegment: Market segment as defined by MicrosoftSubSegment: Market subsegments as defined by MicrosoftSMECTypeSummary: 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 notSecure_AI_Productivity_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:- Migrate to Cloud: This cohort targets customers who don't currently have Microsoft 365 and are using on-premises or compete solutions. The primary goal for this group is to transition them to Microsoft cloud services, emphasizing the advantages of cloud-based solutions, enhanced teamwork, and productivity. Key sales pitch: cloud benefits, productivity, and teamwork
- Upsell Productivity: These are customers with fewer than 10 Microsoft 365 productivity bundles, such as Business Basic, Business Standard, or Business Premium. The main objective is to encourage broader adoption of core productivity workloads and to increase the number of licenses. Key sales pitch: productivity and teamwork
- Upsell Security: Customers with 10 or more productivity bundles but no security products; for example, Microsoft Entra, Defender, and Business Premium. The focus is on introducing foundational security capabilities. Key sales pitch: basic security
- Expand Security: Customers with 10 or more productivity bundles and EMS adoption below 50%. These customers started their security journey and are ready to expand into more advanced security solutions. Key sales pitch: advanced security
- Cross-sell Next Workload: Customers with 10 or more productivity bundles and EMS adoption of 50% or more. These customers are mature in productivity and security and are ideal candidates for cross-selling additional workloads like Copilot, Teams Phone, Viva, or Fabric
Copilot_&_Agents_at_Work_Cohort: These Copilot cohorts are based on licensing eligibility and the presence of Microsoft 365 apps, helping guide appropriate sales motions and readiness planning:- Attach Free Chat: Customers who don't have Microsoft 365 apps but are eligible for the free Copilot Chat experience via browser. This cohort is ideal for introducing AI capabilities and nurturing them toward full Microsoft 365 Copilot adoption
- Attach M365 Copilot: Customers who have Microsoft 365 desktop applications and hold qualifying licenses, making them ready to adopt the full Microsoft 365 Copilot experience
- Expand M365 Copilot: Existing Microsoft 365 Copilot customers with potential to deepen usage. This includes expanding Copilot to more users, activating additional features like agents and analytics, or integrating with other Microsoft solutions
Surface_Cohort: These cohorts are designed to align Surface device adoption with broader Microsoft 365 and Copilot solution plays:- Expand Surface: Customers who already own Surface devices and show potential to expand their deployment. The goal is to deepen Surface adoption across the organization
- Cross-Sell with M365: Customers with Microsoft 365 licenses but no Surface devices. These customers are ideal for introducing Surface as a productivity-optimized endpoint that enhances the Microsoft 365 experience
- Cross-Sell with Copilot: Customers with Copilot licenses but no Surface devices. This cohort is targeted for Surface Copilot+ PCs, emphasizing the value of AI-optimized hardware to unlock the full potential of Microsoft Copilot
FY26_Offers: Promotional offers for FY26. Customers who are eligible for a promotional offerM365Cluster: 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 targetedM365Fit: 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 quarterlyM365Intent: 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 monthlyM365_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelSurfaceCluster: 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 targetedSurfaceFit: 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 quarterlySurfaceIntent: 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 monthlySurface_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelM365_CoPilot_Cluster: Identifies a customer's propensity to purchase Microsoft 365 CoPilot. 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 targetedM365_CoPilot_Fit: 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 quarterlyM365_CoPilot_Intent: 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 monthlyM365_CoPilot_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelM365UpsellCustomer: Identifies whether the existing customer shows upsell propensity for Microsoft 365Transacted_EOS_Products: Indicates whether the customer purchased a Microsoft product nearing its end-of-support datePaid_Seat_Range: The estimated number of paid user licenses the customer has for Microsoft products/services; for example, 1-10, 11-50Has_Transacted_Product: Indicates whether the customer currently owns any Microsoft productHas_MW_CSP_Annual_Renewal: Identify target customers who have CSP subscriptions with annual terms, and display those with the earliest upcoming renewal monthHas_Compete: Indicates whether the customer uses products or services from Microsoft competitorsHas_Pricing_Level: Identifies how a customer purchased Microsoft products by the various Microsoft pricing levels; for example, Enterprise Agreement, Open Value, and CSP, among othersSurface_Customer_Potential_Revenue_Range: Estimated range of potential revenue represents the customers potential over a three year average for Microsoft products/services; for example, $0-$10k, and $10k-$50kTransactedInTheLast36Months: Identifies if the customer purchased a Microsoft product in the trailing 36 month period
Cloud Ascent - Security propensity report
GlobalID: Microsoft AI Cloud Partner Program IDPartnerName: Name of the partnerCustomerID: Unique identifier for Microsoft Customers, sourced from internal Microsoft systems. Within Cloud Ascent, duplicate accounts are identified and aggregated into one CustomerIDCustomer Tenant ID: Unique identifier for Microsoft Customers sourced from internal Microsoft Systems. This is shared externally to partners and should be able to be matched to customer transactionsMoodysID: Unique identifier for accounts sourced from Moodys, an external data providerAccountName: The name of the Microsoft Customer or ProspectsDomain: Domain (website) of the CustomerOrgSize: Size of the organizationIndustry: Industry that the organization belongsVertical: The vertical of the customer who's being scored for propensity, as identified by Microsoft, D&B, and other industry standardsArea: Geographical physical location of the Customer grouped into 14 Areas within the worldSubsidiary: Geographical physical location of the Customer grouped into 104 subsidiaries within the worldCity: Geographical city location of the customerState: Geographical state location of the customerPostalCode: Postal code of the organization of the customerCountry: Geographical country/region location of the customerSegment: Market segment as defined by MicrosoftSubSegment: Market subsegments as defined by MicrosoftSMECTypeSummary: Another Customer Segment defined by Microsoft:- Upper Medium 300 - 999 employees
- Medium includes customers with 25 - 300 employees
- Small includes customers with 1-24 employees
IsNonProfit: Indicates whether the organization is nonprofit and approved by Microsoft or not1_Advanced_XDR: Customers with >50 ME3 licenses or > 50 OE3 and EMS E3 licenses or >50 BP licenses and are a target to upsell ME5 or E5 Security2_Sentinel_Expansion: Customers currently using Azure MDC, Azure Network Security and have Microsoft 365 E5 licenses and are targeted for Microsoft Sentinel. Target these customers to sell Microsoft Sentinel and drive Microsoft Sentinel consumptionFY26_Offers: Promotional offers for FY26, Customers who are eligible for a promotional offerM365Cluster: 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 targetedM365Fit: 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 quarterlyM365Intent: 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 monthlyM365_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelSecurityUpsell: Identifies security upsell customers by upsell to Microsoft 365 E5 vs attach E5 Security. Customers aligned to Microsoft 365 E5 Upsell are customers targeted to upsell from Microsoft 365 E3 to Microsoft 365 E5. Customers aligned to BP + E5 Security Attach are existing BP customers targeted to attach E5 SecurityAzureFit: 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 quarterlyAzureIntent: 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 monthlyAzureCluster: 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 customersAzure_Propensity_Signal_explanation: Identifies the key factors of why we're recommending a certain propensity levelHas_MW_CSP_Annual_Renewal: Target customers with a CSP annual renewal to renew their existing purchase/upsell by the renewal expiration dateHas_Transacted_Product: Indicates whether the customer purchased a Microsoft product within 36 monthsHasCompete: Indicates whether the customer uses products or services from Microsoft competitorsHas_Pricing_Level: Identifies whether a renewal is an EA or an EA subscription or an Open or Open Value agreementM365_Customer_Potential_Revenue_Range: Estimated range of potential revenue represents the customers potential over a three year average for Microsoft products/services; for example, $0-$10k, $10k-$50kAzure_Customer_Potential_Revenue_Range: Estimated range of potential revenue represents the customers potential over a three year average for Microsoft products/services; for example, $0-$10k, $10k-$50kTransactedInTheLast36Months: Identifies if the customer purchased in the trailing 36 month periodAdditional Information: Microsoft uses this to expand upon any new data added throughout the year
CPOR-Microsoft 365 usage report
CustomerTenantId: Tenant ID of the customerCustomerName: Name of the customerWorkloadName: Name of the workloadMonthlyActiveUsers: MAU (monthly active users)PaidAvailableUnits: PAU (paid available units)ClaimId: Claim ID of the workloadMpnId: Microsoft AI Cloud Partner Program IDDateAssociated: Associated Date of the workload with the partnerPartnerAttributionType: Partner Attribution Type (CPOR)Date: Date (first of month and year) for which the data is exported
Upcoming Subscriptions Renewals report
PGAMpnId: Identifier of the partner global accountMpnId: Microsoft AI Cloud Partner Program IDPartnerTenantId: Tenant ID of the partnerCustomerName: Name of the customerSubscriptionName: Name of the subscription, such as Microsoft 365 Business Standard, or Microsoft Teams EssentialsSubscriptionID: GUID of the subscriptionProduct: Product family that the subscription belongs to, such as Azure, Office, Dynamics, Power BI, or EMSSubscriptionType: Type of subscription, such as NCE or LegacyStatus: Status of the subscription, such as Active, Suspended, or DeprecatedIsAutoRenew: Indicates whether the subscription is autorenewed (Yes or No)LicensesCount: Count of licensesStartDate: Start Date of the subscriptionSubscriptionEndDate: End Date of the subscription
SPARK Propensity (Enterprise & SMC) report
GlobalPartnerID: Partner global account ID (PGA): Account structurePartner Name: Partner global account nameCustomer Name: Name of the Microsoft customer or prospectArea: Geographical physical location of the customer grouped into 17 areas within the worldSub Region: Geographical physical location of the customer grouped into 66 subregions within the worldSubsidiary: Geographical physical location of the Customer grouped into 131 subsidiaries within the worldSegment: Customer segment as defined by MicrosoftSolution Area: Microsoft Solution areas indicate the six critical domains to which its solutions belongSolution Play: FY25 Mainstream Solution Plays, as defined by MicrosoftObjective: Microsoft-defined intended objective of each Solution Play scenarioPMC Link: Partner marketing campaign linkDMC Link: Digital Marketing Campaign link
SPARK Propensity (Enterprise & SMC) - Reseller report
This report is only available for indirect providers.
GlobalPartnerID: Partner Global Account ID (PGA): Account structurePartner Name: Partner global account nameReseller ID: Reseller partner IDReseller Name: Reseller partner nameCustomer Name: Name of the Microsoft customer or prospectArea: Geographical physical location of the customer grouped into 17 areas within the worldSub Region: Geographical physical location of the customer grouped into 66 subregions within the worldSubsidiary: Geographical physical location of the Customer grouped into 131 subsidiaries within the worldSegment: Customer segment as defined by MicrosoftSolution Area: Microsoft Solution areas indicate the six critical domains to which its solutions belongSolution Play: FY25 Mainstream Solution Plays, as defined by MicrosoftObjective: Microsoft-defined intended objective of each Solution Play scenarioPMC Link: Partner marketing campaign linkDMC Link: Digital marketing campaign link