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Catalog Dashboard

When the Catalog dashboard is first displayed, these summary graphs are shown:

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FIGURE 592. Catalog Dashboard

The catalog reports are organized into these sections:

Sales and Inventory

You can generate the following reports on sales and inventories:

Product Activity Report

This report can be run from either the Order Management dashboard or from the Catalog dashboard. See Product Activity Report for more information about this report.

Sales Forecast Report

This report can be run from either the Partner Relationship Management dashboard or from the Catalog dashboard. See Sales Forecast Report for more information about this report.

Partner Inventory Report

This report can be run from either the Partner Relationship Management dashboard or from the Catalog dashboard. See Inventory Report for more information about this report.

Catalog and Advisor

You can generate the following reports on catalog activities:

Catalog Report

The Catalog report produces a printable catalog of some or all of the products in the online catalog. It displays the following information for each product:

When you use C3 Analyzer to create a catalog, bear in mind the following:

Advisor Summary Report

The Advisor Summary report summarizes C3 Advisor activity during the reporting period: that is, what questions and answers are being used to guide users in selecting products.
Note:
To ensure that data is gathered for this report, you must set the Track Questionnaire Answers Action business rule to "On".

It contains these sections:

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FIGURE 593. Advisor Summary Report

TABLE 61. Advisor Summary Report Parameters 
Parameter
Values
Questions that contain
Users may enter a string in order to search by question content. One or more wildcard (*) characters may be included anywhere in the string. Because of the nature of this kind of search, any string that is entered will be treated as if it has a wildcard at the beginning and the end. Search will not be case-sensitive.
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:
* \ ;
(These characters are meaningful to either the web server, the Actuate server or SQL, and therefore cannot be part of a partner name string.)
Answers that contain
As for Questions that contain, but used for searching by answer content.
Profile Name
Users may 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. Character exclusions as for question and answer content.
Profile Type
Users may select one or more profile 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.
Profile Level
Users may select one or more profile 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.
Profile Territory
Users may select one or more profile 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.
Starting Date
User may use these fields to select the start of the date range for which the report will be run.
If no Starting Date is entered, then 1/1/2000 is used as the starting date for the report.
Ending Date
User may use these fields to select the end of the date range for which the report will be run.
If no Ending Date is entered, then the current date and time is used as the ending date for the report.
Show All
Runs the report using the beginning of the day on 1/1/2000 as the starting date and time and the end of the day on which the report is run as the ending date and time. If you click this button, then all parameters that have been specified (including invalid values) are ignored.
Search
Creates a report using the specified parameters. If no parameters have been specified, then the report is displayed as if you had clicked Show All.
Reset
Returns all parameter fields to their initial states.

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