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Felix McDonald
Problem Statement
  • When admins or account managers run an XBert Intelligence Practice report, there is no visibility into which users have not set up Saved Views.
  • This limits the usefulness of the report for identifying adoption gaps and prevents proactive, personalised follow-up.
  • As a result, admins and account managers must rely on assumptions or manual outreach during account reviews.
Proposed Solution
  • Enhance the XBert Intelligence Practice report to clearly surface which users do not have any Saved Views configured.
  • Present this as a visible indicator, filter, or column within the report for easy identification and action.
Expected Outcomes
  • Admins and account managers can quickly identify users who have not adopted Saved Views.
  • Account reviews become more data-driven and actionable.
  • Targeted outreach improves Saved View adoption and overall platform usage.
Success Metrics
  • Increased Saved View adoption following account reviews.
  • Reduced manual investigation outside the report.
  • Improved satisfaction from admins and account managers using the Intelligence Practice report.