[Admin] Manage PPD - Successfulchannels

Selection Sub-Components

1.2. Manage Partner Performance Metric(S)
1.3 Manage Metric(S) Attributes
1.3.1 Manage Win Rate Metric
1.3.2 Manage Cycle Time Metric
1.3.3 Manage Accreditation Metric
1.4 Table With A List Of All The Default Available Metric(S) With Details Below

INTRODUCTION

PPD-Partner Performance Dashboard shows a partner’s performance by using different metrics. We are using 21 different metrics to offer other types of performance. We can say every metric acts as a performance parameter of the partner. The version is displayed in a dashboard view on the cam dashboard. Every metric will reflect different data. The dashboard shows the populated data for all the matrices for a certain period. Users can look at every progress made and monitor partner progress on a single pane of glass.

1.2. Manage Partner Performance Metric(S) #

Manage Partner Performance Metric(s)

How

Admin can enter/ edit the Metric Title by clicking on the pencil icon.
Admin can manage metric attributes and clone one metric by clicking on the Clone icon.
It will create a unique metric different from the 1st one, but all others are the same.
Admin can select Chart Style and Chart Type for every metric that displays in frontend.
Admin can Activate/ Deactivate any metrics by checking the check box.
Admin can delete the metric by clicking on the Cross icon.
Admin can add new metrics by clicking on the add more button and save any changes by clicking the Save button.
To add a new metric, the admin can click on the Add More button.

1.3 Manage Metric(S) Attributes #

Manage Metric(s) Attributes

How

Enter/ Edit Metric Title & Description:

Log in to admin-> Click on Manage PPD-> Click on Partner Perf. Dashboard-> Click on the Setting icon (Gear icon)
Admin can enter Metric Title and Description.
There already have value, and it is up to the admin to change or keep them.

Configure Primary Table:

Log in to admin-> Click on Manage PPD-> Click on Partner Perf. Dashboard-> Click on the Setting icon (Gear icon)
Enter Period Title (Text)
Enter Target Title (Text)
Enter Actual Title (Text)
Select Frequency (Picklist)
Enter Title for Detailed View (Text).

Select Data Type Grouping for This PPD Metric:

Select Data Type Grouping for the PPD Metric by clicking on the dropdown. There are the following options:
1. By Sales Stage
2. By Opportunity Type
3. By Partner Involvement
4. By Partner Type
If it has some value previously, then it depends on Admin whether to change or keep that value.

Select Filters for This PPD Metric:

There are four steps.
Select the Sales Stage for the metrics, and one or more sales stages can be selected. It may be single or multiple selectable.
Select Opportunity Type for the metrics, and one or more options can be selected. It may be single or multiple selectable.
Select Deal Type for the metrics, and one or more options can be selected. It may be single or multiple selectable.
Select Partner Type for the metrics, and one or more options can be selected. It may be single or multiple selectable.
Click on the Save button to save the changes.
On clicking the Cancel button, nothing will change the attributes added to the metrics.

Note: Some attributes have some value entered. It is up to the client whether to change or keep it.

1.3.1 Manage Win Rate Metric #

Manage Win Rate Metric
How	There are two tabs. Manage Table Select Win Rate/ Qtr. Stages Manage Table: Enter/ Edit Metric Title & Description: Admin can enter Metric Title and Description. There already have value, and it is up to the admin to change or keep them. Configure Primary Table: Log in to admin-> Click on Manage PPD-> Click on Partner Perf. Dashboard-> Click on the Setting icon (Gear icon) Enter Period Title (Text) Enter Target Title (Text) Enter Actual Title (Text) Select Frequency (Picklist) Enter Title for Detailed View (Text). Select Frequency from the dropdown. There are the following options: Quarterly Semi-Annually Annually There already has some value, and it’s depended on Admin to change it or keep it.
Select Win Rate/ Qtr. Stages
How	Select stages to get the Win Rate status from the dropdown. Select Close Stage and End Stages. Click on Save Button to save the changes and click on the Cancel button to not change anything to previous data. Note: Some attributes have some value entered. It is up to the client whether to change or keep it.

1.3.2 Manage Cycle Time Metric #

Manage Cycle Time Metric
How	There are two tabs. Manage Table Select Cycle Time/ Qtr. Stages Manage Table: Enter/ Edit Metric Title & Description: Admin can enter Metric Title and Description. There already have value, and it is up to the admin to change or keep them. Configure Primary Table: Log in to admin-> Click on Manage PPD-> Click on Partner Perf. Dashboard-> Click on the Setting icon (Gear icon) Enter Period Title (Text) Enter Target Title (Text) Enter Actual Title (Text) Select Frequency (Picklist) Enter Title for Detailed View (Text).
Select Cycle Time/ Qtr. Stages
How	Select Start Stages from the drop-down. Select Close Stage by clicking the checkboxes. Admin can select one or more checkboxes. Exclude Transactional Deals: this feature excludes deals that enter and close the win-rate set period in fewer days than this # of days value entered. Click on Save Button to save the changes and click on the Cancel button to not change anything to previous data.

1.3.3 Manage Accreditation Metric #

Manage Accreditation Metric
How	There are two tabs. Manage Table Select Accreditation Metric Manage Table: Enter/ Edit Metric Title & Description: Admin can enter Metric Title and Description. There already have value, and it is up to the admin to change or keep them. Configure Primary Table: Log in to admin-> Click on Manage PPD-> Click on Partner Perf. Dashboard-> Click on the Setting icon (Gear icon) Enter Period Title (Text) Enter Target Title (Text) Enter Actual Title (Text) Select Frequency (Picklist) Enter Title for Detailed View (Text). Select Frequency from the dropdown. There are the following options: Quarterly Semi- Annually Annually
Manage Accreditation Metric
How	Edit or enter Certification Name. One or more certification titles can be entered in the text field, but all should be comma separated. Select Expiration Period from the dropdown. This period is calculated as Months. Admin can check the check box for No Expiration. Click on Save Button to save the changes and click on the Cancel button to not change anything to previous data.

1.4 Table With A List Of All The Default Available Metric(S) With Details Below #

Metric(s) Default Title	Data Type	Available Chart Style	Available Chart Type
Revenue	Currency Always	Bar Chart Line Chart Bar + Line Chart Stack Graph Multi-bar Metered Chart No Chart	Incremental Cumulative
Booking YTD Vs. Stretch	Number Always	Bar Chart Line Chart Bar + Line Chart Metered Chart No Chart	Incremental
Alternative Quarters of Plan vs. Actuals	Currency Always	Bar Chart Line Chart Bar + Line Chart Metered Chart No Chart	Incremental
Target to Plan	Currency Always	Bar Chart Line Chart Bar + Line Chart Metered Chart No Chart	Incremental
Pipeline $/Close	Currency	Bar Chart Line Chart Bar + Line Chart Metered Chart No Chart	Incremental
Pipeline #/Close	Number	Bar Chart Line Chart Bar + Line Chart Metered Chart No Chart	Incremental
Pipeline $/Reg	Currency	Bar Chart Line Chart Bar + Line Chart Metered Chart No Chart	Incremental
Pipeline #/Reg	Number	Bar Chart Line Chart Bar + Line Chart Metered Chart No Chart	Incremental
Avg. Pipeline Deal	Currency	Bar Chart Line Chart Bar + Line Chart Metered Chart No Chart	Incremental Cumulative
Avg. Booking Deal Size by Type	Currency Number	Bar Chart Line Chart Bar + Line Chart Stack Graph Multi Bar No Chart	Incremental Cumulative
# Of Active Reps Closing Deals	Number	Bar Chart Line Chart Bar + Line Chart No Chart	Incremental Cumulative
# Of Active Reps Registering Deals	Number	Bar Chart Line Chart Bar + Line Chart No Chart	Incremental Cumulative
$ of Pipeline by Close by Type	Currency	Stack Graph Multi Bar No Chart	Incremental Cumulative
# Of Pipeline by Close by Type	Number	Stack Graph Multi Bar No Chart	Incremental
$ of Pipeline by Reg by Type	Number	Stack Graph Multi Bar No Chart	Incremental
# Of Pipeline by Reg by Type	Number	Stack Graph Multi Bar No Chart	Incremental
Avg. $ Pipeline Deal Size by Type	Currency	Stack Graph Multi Bar No Chart	Incremental
Cumulative $ Pipeline by Stage	Currency	Stack Graph Multi Bar No Chart	Incremental
Running Cumulative total deal by Type.	Currency	Stack Graph Multi Bar No Chart	Incremental