Creating a Report of Accounts by PES

Has anyone had luck in creating a Report by Account that would provide:

  • Adoption score
  • Stickiness
  • Growth
  • PES

Would like to be able to have a full list of Accounts, with ability to filter by Account, Segment, Product. Would like to be able to adjust date range as well, but likely focus on 90-day and/or 180-day ranges.

My goal is to establish an automated report of these factors for use by my team in account ID and intervention.

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