Overview #

The PPD Roll-Up Report feature in the Channel Account Manager (CAM) dashboard provides a comprehensive summary of partner-level performance metrics.

The page dynamically rolls up all the metrics based on the selected partner accounts and fiscal year, enabling users to analyze performance at a high level or drill down into specific accounts.

Accessing the PPD Roll-Up Report #

1. Log in to the CAM Dashboard.
2. Navigate to the PPD Roll-Up Report:
   • In the left-hand menu, expand the ‘PPD Roll-Up Rpt.‘ section.
   • Select Partner Level to view reports specific to partner accounts.

Features of the Partner-Level PPD Roll-Up Report #

1. Partner/Distributor Accounts Toggle
   • At the top, toggle between Partner Accounts and Distributor Accounts to view relevant metrics.
2. Fiscal Year and Account Selection
   • Select Fiscal Year: Choose the desired fiscal year from the dropdown menu (e.g., FY2025).
   • Account Selection: Use the dropdown to filter data by specific accounts or select “All Selected” to view aggregated data.
3. Roll-Up of Metrics
   • This page consolidates data from selected partner accounts, showing their combined performance across various metrics.

FAQs #

1. What is the purpose of the PPD Roll-Up Report? #

• The report consolidates metrics for selected partner accounts to provide a high-level view of performance. It helps track progress against revenue and pipeline goals while identifying top-performing regions and representatives.

2. How are metrics aggregated? #

• All metrics on the page are dynamically rolled up based on the selected partner accounts and fiscal year. This ensures that the data displayed reflects only the criteria chosen by the user.

3. Can I view data for multiple fiscal years? #

• No, you can only select one fiscal year at a time. However, you can analyze different fiscal years by changing the Fiscal Year dropdown selection.

4. How do I switch between ‘Partner’ and ‘Distributor’ accounts? #

• Use the toggle at the top of the page to switch between Partner Accounts and Distributor Accounts views.