PRM Dashboard
When the PRM dashboard is first displayed, these summary graphs are shown:
The partner relationship management reports are organized into these sections:
Sales and Inventory
You can generate the following reports on sales and inventory:
Sales Forecast Report
You can use this report to view sales forecast information from your resellers. You can request a sales forecast report for a single partner or for all partners, at one or more profile levels. The data is derived from sales forecasts uploaded by the partner. See Forecast Tab for information about forecasting.
When run from the PRM Reports Summary page, the report shows the sales forecasts for the previous quarter.
The sales forecast report consists of a table, containing separate sections for each partner, with the following columns:
- Profile Name: Name of the partner reseller
- Product ID: The product's identifying number
- Product Name
- Quantity: Projected sales quantity for the product for the quarter and year reported on
- Value: From the reporting price list.
- Quarter and Year: Quarter and year for the sales forecast for the quarter and year reported on
Inventory Report
As the manufacturer, you can use this report to see a snapshot, for a specific date and time, of the inventory of your distributors. The report uses the data collected during the most recent inventory collection preceding a specified date and time. (See Inventory Collection and CHAPTER 27, Inventory Collection for additional information.)
The inventory report consists of a table divided into summary and detail sections:
- Summary Section
- Product ID
- Product Name
- Description
- Total Inventory for All Partners: this is the sum of the quantities reported by the specified partners.
- Detail Section:
- Partner
- Product ID: Product Identifying Number
- Product Name
- Inventory Date and Time: Date and time of the inventory collection from which this data was taken
- Profile Name (Product ID and Quantity): The partner's corresponding Product ID and quantity of the product stocked by the partner for the inventory collection from which the data was taken. If there was an error during the inventory collection, then these fields will be color-coded to indicate the type of error.
Enterprise Sales History Report
This report is an adjunct to the Key Performance Indicators report. It is a historical profile of patterns of commerce over the last 24 months, including the current month (which may be incomplete). It shows lists created, lists transferred, and price and availability checks.
Partner Sales History Report
The Partner Sales History Report is a graph showing the total revenue for lists ordered at partners in a given period. This report tracks the activity of partner users who place orders with non-Enterprise supplier partners. If there are more than fifteen partners with list activity, the fifteen partners with the highest revenue are displayed.
If you run the report with default parameters, then it provides information on the top fifteen platinum partners in the last month. You can see this data by clicking Platinum Distributor.
Click Search to generate a report using your desired report criteria. You can enter either the name of a single partner or provide search criteria for one or more partners. You can also specify a date range within which you want to see orders placed at partners.
Lead Management
You can generate the following reports on leads and related activities:
Lead Pipeline Report
The Lead Pipeline report is a graph representing a current snapshot of the state of the opportunity pipelines of the selected partners. For each partner, the graph shows the number of opportunities associated with that partner, grouped by status. If more than fifteen partners are selected, then the report will show the fifteen partners with the most associated opportunities (irrespective of status).
TABLE 56. Lead Pipeline Report Parameters
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You can enter a single partner name or a string representing a partial name with one or more wildcard (*) characters anywhere in the string. If the box is left blank, then the search will include all partners. If any of the following characters appear alone in the Partner Name text box, then they will be ignored, and the report will be run as if no Partner Name parameter had been entered: |
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You can select one or more partner types, which will be used as criteria to select partners for which the report will be run. If no selection is made, then partner type will not be used as a selection criterion. |
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Users may select one or more partner levels, which will be used as criteria to select partners for which the report will be run. If no selection is made, then partner level will not be used as a selection criterion. |
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You may select one or more partner territories, which will be used as criteria to select partners for which the report will be run. If no selection is made, then partner territory will not be used as a selection criterion. |
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Runs the report. If you click this button, then all parameters that have been specified (including invalid values) are ignored. |
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Creates a report using the specified parameters. If no parameters have been specified, then behaves like "Show Current". |
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Returns all parameter fields to their initial states. |
Lead Distribution Report
The report contains a summary of each partner's leads received, accepted, and declined. The data is grouped and sub-totalled by partner level. The information that appears initially is for the last complete month. You can use the fields at the top of the report to enter new parameters and rerun the report.
For each partner, the report contains the information described in Table 57.
TABLE 57. Lead Distribution Report Parameters
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The number of leads received by the partner during the reporting period |
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The number of leads received by the partner during the reporting period that were declined during or after the reporting period |
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The number of leads received by the partner during the reporting period that were accepted during or after the reporting period |
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Leads Accepted / Leads Received |
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Leads Declined / Leads Received |
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The sum of the Leads Accepted and Leads Declined may not equal the Leads Received. This is because some of the Leads Received may not yet have been either accepted or declined. |
Lead Closure Report
The report contains summary data on lead closures.
For each partner, the report contains the following columns:
TABLE 58. Lead Closure Report Information
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The numb.er of leads received by the partner during the reporting period |
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The number of leads received by the partner during the reporting period that were accepted during or after the reporting period. |
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The number of leads received by the partner during the reporting period that were declined during or after the reporting period. |
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The number of leads closed during the reporting period. |
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The number of leads closed as losses during the reporting period. |
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The number of leads closed as wins during the reporting period. |
Average Days to Close 1 High Priority |
Mean number of days between lead reception and closing for high priority leads closed during reporting period. |
Average Days to Close Medium Priority |
Mean number of days between lead reception and closing for medium priority leads closed during reporting period. |
Average Days to Close Low Priority |
Mean number of days between lead reception and closing for low priority leads closed during reporting period. |
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Mean number of days between lead reception and closing for all leads closed during reporting period. |
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If a lead is closed less than a day after it is received, then the value of number of days to close for that lead is zero.
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Lead Execution Report
The report contains information on lead execution.
For each partner, the report contains the information described in Table 59.
TABLE 59. Lead Execution Report
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Number of leads received by partner during reporting period |
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Mean number of days between lead receipt date and lead closing date for all closed leads received by partner during reporting period |
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Number of leads that were closed as losses during the reporting period / number of leads received during the reporting period |
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Number of leads that were closed as wins during the reporting period / number of leads received during the reporting period |
Average Days to Close Loss |
Mean number of days between lead receipt date and lead closing date for all leads closed as losses during reporting period |
Average Days to Close Win |
Mean number of days between lead receipt date and lead closing date for all leads closed as wins during reporting period |
Lead Performance Report
The report contains a summary of partner performance with respect to leads.
For each partner, the report contains the information shown in Table 60.
TABLE 60. Lead Performance Report
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Number of leads closed during the reporting period |
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Number of leads closed as losses during the reporting period |
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Number of leads closed as wins during the reporting period |
Avg. Potential Revenue/Lead |
Total potential revenue from opportunities closed as wins / Number of wins |
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Total potential revenue from opportunities closed as wins during the reporting period |
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The revenue numbers are obtained by taking the value of the Expected Revenue field in each closed opportunity. You must ensure that when partner sales representatives enter values in this field that they consistently enter the value expressed in the currency of the reporting price list. |
Abandoned Carts Report
You can use this report to identify business that has not been consummated. You can distribute these as leads to appropriate personnel to close potential business.
The Abandoned Carts report consists of deleted, not ordered, and stale carts grouped by partner (typically, a reseller) whose partner users created carts. It includes the potential revenue value for each cart. You can request the reports according to partner name, partner type, partner level, partner territory, and date range. Values for all items are taken from the reporting price list. See Prices in Reports for a description of this price list.
