Dashboards, Business Plans and Compliance Management

Dashboards and Reporting

Leverage visual displays of information and summation for reporting and analysis.

 

Per Partner Dashboard

In addition to the program dashboard, view the status of each partner, and the partner can see the summary of their activities with you, depending upon modules/functionality implemented
  • Program level (gold, silver, etc)
  • Partner manager contact information
  • Most popular content downloaded
  • Most frequent downloaders (individuals)
  • Number of downloads over time
  • Contract signed (version), date and individual
  • Deals registered, status, drill down into deal detail
  • Partner sales (revenue) total and by quarter – requires integration to access point-of-sales data
  • Marketing activities, status, drill down into activity detail
  • Training per person and company overall

Summary to PDF – send partnering summaries

  • Current view of dashboard can be used to generate a summary and save as PDF





 

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