| Select Components to be included in the Business Plan/QBR Export |
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| How |
- Here admin can choose which applications should display in the PDF or included in the QBR Report.
- Admin can change components title also.
- Admin can choose by click in the check boxes that are display in select column.
- Admin can select Cover Page, Table of Content, and Introduction.
- Admin can enter or edit the introduction by click on the edit icon.
- To save the changes admin can click on the Save button.
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| Introductions |
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| How |
- Admin can enter a meaningful intro about the QBR report.
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| For PPD (After Clicking on the edit icon) |
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| How |
- Admin can choose PPD report and can also select fiscal year by click on the fiscal year dropdown.
- Admin can select metrics that will include in the PDF for PPD.
- Admin can select export configuration whether it will include charts, title, description and the primary table or includes charts, title and desctiption.
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| For Business Action Plan Report (After Clicking on edit icon) |
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| How |
- Admin can choose Business Action Plan report and can select view whether it will be Comprehensive Goal & Activity View or Goal, Activity Table view or Goal, Activity Summary view.
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| Capabilities Scorecard Summary Report |
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| How |
- Admin can choose Capabilities Scorecard Summary Report which is step 2 of scorecard.
- It will give idea about Overall Score and Peer Score in the categories.
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| Capabilities Scorecard Action Plan Report |
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| How |
- Admin can choose Capabilities Scorecard Action Plan Report which is step 4 of scorecard.
- It will give idea about the plan that are created by the user to achieve the Goal.
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| Task Manager (After Clicking on edit icon) |
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| How |
- Admin can choose Task Manager and can choose how to sort the records and which task should display in export.
- Admin can choose how to sort form the sort by dropdown. There are folowing options:-
- Task Status
- Planned Achievement date
- Actual Completion Date
- Last Updated Date
- Start date
- Admin can select tasks to be displayed from the dropdown. There are following options:-
- All Tasks
- Not Started
- In Progress
- Completed
- Recommended
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| Account Planning (After Clicking on edit icon) |
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| How |
- Admin can set filters from the dropdown. Options are:-
- Deal Registration Date
- Estimated Closed Date
- Admin can set “Deal Registration Date/ Estimated Closed Date”, start to end date by choosing from the calender.
- Admin can sort the records by choosing from the sort by dropdown. Options are:-
- Account Name
- Account ID#
- Partner sales Rep
- Product Opportunities
- Opportunity status
- Deal Registration Date
- Deal ID#
- Deal $ Size
- Estimated Close Date
- Most recently registered deals
- Most recently edited or merged
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| Marketing Action Plan Report (After Clicking on edit icon) |
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| How |
- Admin can choose Marketing action plan and can select fiscal year from the dropdown.
- Admin can select period for which report will be exported, from Annually/ Semi-Annually/ Quaterly
- On choosing Semi- Annually, it will display a dropdown to select the half years i.e., H1 and H2.
- On choosing Quarterly, it will display a dropdown to select which quarter, admin want to add in the PDF i.e., Q1, Q2, Q3 and Q4.
- Admin can select view, from Comprehensive Goal & Activity View/ Goal Activity Table view/ Goal, Activity Summary view.
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| Partner Profile Report |
- Admin can choose Partner Profile Report by click on the check box.
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| External Task Summary Report (After Clicking on edit icon) |
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| How |
- Admin can choose External task summary report and can choose how to sort the records and which task should display in export.
- Admin can choose how to sort form the sort by dropdown. There are folowing options:-
- Task Status
- Planned Achievement date
- Actual Completion Date
- Last Updated Date
- Start Date
- Admin can select tasks to be displayed from the dropdown. There are following options:-
- All Tasks
- Not Strated
- In Progress
- Completed
- Recommended
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| How |
- Admin can choose Channel Team Summary, Partner Contact Summary and Scorecard Question Response Summary by click on the check box.
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| Comments link |
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| How |
- Click on Comments, it will create a new row for comments.
- Admin can enter comments for the QBR Report.
- Admin can delete the comment by click on the delete icon.
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| Edit Button |
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| How |
- To edit anything to the report, click on edit button.
- On Edit page, there are same component we add in Add page.
- But the difference is the components in Edit are pre selected or pre defined.
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| Delete Button |
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| How |
- To delete a report click on delete button.
- It will display a warning message “When deleting this report. you will also be deleting all previously-created partner entered data using this report”
- Click on yes button to delete the record and click on No button if not want to delete the record.
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