Total Program View - Cisco€¦ · Total Program View Metrics Dashboard Training Partner Experience...
Transcript of Total Program View - Cisco€¦ · Total Program View Metrics Dashboard Training Partner Experience...
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Total Program ViewMetrics Dashboard TrainingPartner Experience Transformation
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• Introduction and Enhancements
• Accessing Total Program View
• Accessing Dashboards
• Metrics Dashboard
• Available Resources
• Support and Next Steps
Contents
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Total Program View (TPV) consolidates data from multiple sources for a single view of Partner programs. TPV will be the primary source for Partners and Cisco to obtain status of ongoing program performance in terms of bookings metrics and payments.
Introduction
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Benefits of the Metrics Dashboard
Metrics
Dashboard
• Reconcile CSPP Metrics
• Attach rate, renewal rate, service
request and return mail
authorization ratios
• Consistent data across metrics
and rebates for past and
current quarters
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Total Program View Access
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Total Program View Access
Click the Global Navigation Bar icon, then select
Programs and Payments
Login with your Cisco credentials
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Welcome to Total Program View
From On-boarding & Administration select Programs and Payments from
the Global Navigation Bar
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http://www.cisco.com/go/tpv
Select a dashboard from
the menu
Help and Training can be found here
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Total Program View Dashboard AccessHow do I access Total Program View in non-current versions of Internet Explorer?
Change browser security settings to view Total Program View in non-current versions of internet explorer.
Internet options -> Security -> Internet -> Custom Level -> Miscellaneous -> Allow Data Sources
Across Domain
Internet Options -> Security -> Trusted Sites -> Custom Level -> Miscellaneous -> Allow Data Sources
Across Domain
Go to Settings ->Internet Options -> Click on Trusted Sites and add https://cebi.cisco.com/
Go to settings ->Internet Options -> Click on Privacy -> Click on Advanced -> Check the box for
“Override Automatic Cookie Handling” with “First Party Cookies” as ACCEPT and “Third Party
Cookies” as ACCEPT checked and “Always Allow Session Cookies" checked.
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Total Program View Dashboard Access
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Total Program View Dashboard AccessHow do I access the Metrics Dashboard?
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From any screen select the < symbol to
view the navigation menu
Select Metrics to be automatically
redirected to your Metrics Dashboard
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Help and Training materials are
available for each dashboard 3
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Metrics DashboardHow can I view metric information from a specific time?
How can I view all of my metrics at a high level?
How can I find out about my delivery metrics?
How can I get additional reporting information?
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Metrics DashboardFilter Metrics
View Score Card
View Delivery Metrics
Download Detailed Reports
Topics are hyperlinked for simple training navigation
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Metrics OverviewHow can I view all of my metrics in one place?
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Metric Definitions and AlertsClick the “call-out icon” to open a
window with the respective metric
definition for quick reference
Take note of yellow notifications at
the top of the tool.
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Exporting OverviewWhat two ways can I export data?
Click Export at
the bottom of the
desired table
Make a selection, and the
data will download to the
specified location
At the top of your screen,
Click Export to Excel to
export the entire dashboard
Export by Table Export by Dashboard
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Filter MetricsHow can I view Metric information from a specific time?
Click to Return to
Training Topics
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Filter MetricsHow can I view Metric information from a specific time?
Select desired month, click
Apply
The Metrics data will automatically
update in the tables reflecting your
Month selection, after you click
Apply
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View Score CardHow can I view all of my Metrics at a high level?
Click to Return to
Training Topics
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Score Card OverviewHow can I view all of my metrics at a high level?
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Score CardHow can I get more information about my Projected Rebate Percentage?
Click the Projected Rebate Percentage to view
a detailed pop-up
View your Product Coverage and Service
Delivery information
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View Delivery MetricsHow can I find out about my delivery metrics?
Click to Return to
Training Topics
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Delivery Metrics OverviewHow can I find out about my delivery metrics?
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Delivery Metrics
The Measurement Period to Date table breaks down the ratio for delivery
metrics such as service requests and return material authorization
How can I find out about my delivery metrics?
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Delivery Metrics
Notice the call-out about a
pending Metrics decision
How can I find out about my delivery metrics?
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Download Detailed ReportsHow can I get additional reporting information?
Click to Return to
Training Topics
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Detailed ReportHow can I get additional reporting information about some Summary Reports?
Select desired Report
format, Click Submit
Click Request Report
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Check your email for the
requested report
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Training
• Training by dashboard can be found here.
• A recording from a live training session can be found here.
Quick Reference Guides
• Quick Reference Guides for each dashboard can be found here.
Videos on Demand
• Videos on Demand for each dashboard can be found here.
Support
• If you need additional support, please log a case with Cisco Partner Experience.
Available Resources
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