Insights Ideas

Zuora-Support · ‎01-13-2016

Filing this feature request on behalf of some of the customer requests i have seen. Specifically, Firehost has asked for product capability where they can create a landing home page Dashboard page which provides key statistical charts on various key KPI's. These dashboards need to be configurable and persistent across user sessions.

kevinsuer · ‎12-15-2016

Background: Insights lets you create new Segments based on any of the following types of criteria: Account or User Attributes Values Account or User Metrics Values Whether a certain events occurred Whether a certain number of session occurred. There is currently not a way to create Segments based on Event Attributes. For example, image you have an Event Type for "Viewed Video" in Insights and with it, you feed the following Event Attributes into Insights: Video Name Video Category Viewing Duration Device or Browser Information It would be nice to be able to create Segments using Event Attributes as criteria. For example, show me Accounts with at least one "Viewed Video" in last 7 days, where the video viewed has Video Name = "Amazing Cat Video".

pask

Hi, I would suggest this idea that I think it would be useful in order to satisfy a lot of business requirements: We would like to sync Custom Objects from Zuora to Salesforce using Zuora 360. Thanks in advance.

pask

Hi, I would like to suggest this idea: When we define a custom object with specific relationship for example AccountId to link the account or InvoiceId to link an invoice it would be very useful to show that objects in the relatated object Layout. Hope that this idea could be useful and appreciate

ramesh_lingam · ‎11-29-2018

Hi, the Booking Metrics data source do not have the Quantity and Unitprice details. to know the booking details these 2 are critical to monitor the bookings. This has been a open requirement since a very long time and request to please add them. Also the FX rates would be helpful to get the booking amounts in single currency. Following are the critical fields: 1. RateplanCharge: Unit Price 2. RatePlanCharge: Quantity 3. Product: Unit Price 4. FX Currency Conversion Rate to USD 5. FX Currenct conversion Amount in USD Raised a Zuora ticket 147919 back in april and yet we do not see these fields yet. Please do it ASAP. R egards, Ramesh

Guillaume · ‎12-06-2017

Hi, For specific business such as Utilities, a lot of customs fields are needed on Subscriptions and Product, Rate Plan and Reate Plan Charges. To create accurate segment, custom fields of those objects needs to be accessible into Insight

Zuora-Support · ‎01-13-2016

Does Zuora have a iPhone or Android OS application? Currently we do not have a mobile iPhone or Android application.

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Insights Ideas

Configurable Dashboards for HomePage

Provide ability to create Segments based on Event Attributes

Enable Zuora 360 sync for Custom Object

Show Custom Object In Zuora Standard Object Layout

Add Quantity, Unit Price and FX currency rates on Booking Metrics Data Source

Provide ability to create Segments based on Subscription and Product Custom Fields

Zuora iPhone and Android Apps?