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[Admin] Manage QBR

INTRODUCTION #

It is a Quarterly Business Review Report. Admin can download PDF for all application in one report for any selected fiscal year or any selected quarter or any selected period.

1.2 QBRs #

QBRs
How Admin can add new report by click on add new report button.

1.2.1 Add New Report #

Add New Report
How
  • Click on Report Name -> Enter report name.
  • Click on Description -> Enter the descriptions.
  • Admin can choose whether to display legal copy in footer of the PDF by choosing among yes or no. If yes, then admin can enter text that will display in the footer of the PDF.
  • Admin can choose which colour theme should have the PDF.

1.2.2 Select Components To Be Included In The Business Plan/QBR Export #

Select Components to be included in the Business Plan/QBR Export
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.
Introductions
How
  • Admin can enter a meaningful intro about the QBR report.
For PPD (After Clicking on the edit icon)
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.
For Business Action Plan Report (After Clicking on edit icon)
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.
Capabilities Scorecard Summary Report
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.
Capabilities Scorecard Action Plan Report
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.
Task Manager (After Clicking on edit icon)
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
Account Planning (After Clicking on edit icon)
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
Marketing Action Plan Report (After Clicking on edit icon)
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.
Partner Profile Report
  • Admin can choose Partner Profile Report by click on the check box.
External Task Summary Report (After Clicking on edit icon)
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
How
  • Admin can choose Channel Team Summary, Partner Contact Summary and Scorecard Question Response Summary by click on the check box.
Comments link
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.
Edit Button
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.
Delete Button
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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