Navigation #

1. Go to <clientname>.successfulchannels.com/dashboard
2. Enter Username and Password.
3. Click on Manage Settings > Configure Data Categories > Budgets and Items.
   

Standard and Custom Fields #

1. Contains 2 Standard Fields. “Partner Account Name”, “Partner Account Id”.
2. Client has flexibility to create up to 50 custom fields.
3. Client can create custom fields by clicking on Create Field > Enter Field Name > Select Field Type.
   
4. Admin can set the custom field type for each custom field created.
   • Number
   • Text
   • Currency
   • %age
   • Pick List
   • Date
   • Boolean

Data Integration #

Budgets and Items data category support data integration process using the upload functionality. To upload the Budgets & Items data follow the below steps.

1. Click on Data Source > Upload/Download Center.
   
2. On the landing page click on the Import button in front of Budgets & Items. Select the “File Name.xlsx” from your machine can click open.
   
3. A pop-up will appear. In the pop-up map the Standard/Custom fields created in Successful Channels client org with the fields from the uploaded template.
   

How to create PPD Metrics for Budgets & Items Data Category #

1. After accessing the admin,
2. Click on Manage PPD > Account Performance Dashboard.
   
3. Click on “Gear Icon” in the 2^nd column. You can do this for any metric visible in the row.
   
4. In the pop-up
   • Add the metric Title and Description.
   • Select the metric source.
   • Configure the metric attributes and filters as per the selected source
     
5. Click on Save.

Frequently Asked Questions #

What are the file extensions doing the import method support? #

The import function supports only “.xlsx” extension. The file size should not be more than 2MB.

Where to view the Budgets & Items PPD metrics? #

Depending on the configuration the Budgets & Items metric(s) can be viewed in the locations below.

• Frontend: Partner Performance Dashboard
• CAM Dashboard: PPD Rollup Reports > Partner Level
• CAM Dashboard: PPD Rollup Reports > CAM Level

Can Budgets & Items metrics export? #

Yes, the metrics created using the budgets & items as the source can be exported from the following locations.

• Frontend: Partner Performance Dashboard
• Frontend: Home page export.
• CAM Dashboard: Account Management > QBR’s. Only if selected in the PPD component.