Siebel Partner Relationship Management Administration Guide > Reporting on Partner Performance >

Using Assessments to Evaluate Partner Performance


Assessments give you a quick way to evaluate the performance of partner companies based on the criteria that you specify. First, your Siebel business Applications administrator must create one or more assessment templates that specify the factors to use to evaluate the partner. You can then attach a template to the partner's record and see how well the partner scores.

You can use assessments to evaluate accounts, opportunities, and contacts based on the criteria in the assessment template. You can define any criteria that meet your needs.

For information about creating assessment templates, see the topics on setting up assessment templates in Siebel Applications Administration Guide.

To enter a partner company assessment

  1. Navigate to the Partners screen, then the Partner List view.
  2. In the Partners list, drill down on the name of the partner that you want to assess.
  3. Click the Assessments view tab.

    The Assessments list appears.

  4. In the Assessments list, add a new record.
  5. Fill in the fields with the details of the assessment. In the Template field, choose an existing assessment template.

    The factors that are evaluated by that template and the score for each factor are listed in the Assessment Attributes list.

  6. In the Assessment Attributes list, enter the actual values for the assessment attributes.
  7. To see how well the partner did overall, view the values in the Score, Percent, and Max Possible Score fields of the Assessments record.

Use the following procedures to work with partner assessments.

To work with partner assessments

  • Modify a record by selecting a field and changing the information.
  • Delete a record by clicking the menu button and then clicking Delete Record.
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