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Siebel Partner Relationship Management Administration Guide > CHAMP Planning > Executing the Plan and Evaluating Performance >

Evaluating Partner Performance

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One of the powerful aspects of CHAMP Planning is that it allows you to analyze and measure partner performance against the targets set in the partner plans.

While the plan is being executed, you can view the plan periodically to review the partner company's performance. The partner company can also check its performance during the plan period. If the actual values are not on track to reach the target values, the problem can be corrected.

After the plan is completed, you should review performance thoroughly and take action to correct problems and reward good performance.

You evaluate the partner's performance by comparing the values in the Actual Quantity and the Actual Amount fields with the target values that you entered when you created the objective as part of the partner plan.

After the end date for the plan, you can manually enter the actual values. You can also automate the entry of actual values using workflow rules or business services. For example, a workflow could be written to populate to the actual values based on transactional data such as opportunities, service requests, orders, and so on.

For example, if a partner has a revenue objective of $20 million during the plan period of fiscal year 2001, then Siebel Business Process Designer can be configured so that, at the end of the plan period, it adds the revenues associated with all the opportunities this partner closed during the year and enters this computed revenue in the Actual Value field for this objective.

You can also evaluate performance by comparing the performance of different partners.

For more information about Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide.

To evaluate partner performance across multiple partners

Navigate to the CHAMP Planning screen.
From the Show drop-down list, choose Performance Across Partners.

The Plan Objectives list and Performance Over Time chart appear.

Choose values in the following fields of the Objectives list to view the performance of your partners. When a combination of criteria is selected, you will see objectives that meet these criteria.

Field	Comment
Metric	Allows you to choose objectives for a particular metric or the metrics for which there are associated objectives. Note: The Performance On A Metric chart and the Performance Over Time chart are valid only if you choose a metric here.
Partner	Allows you to choose objectives for a particular partner or the partners in your portfolio for which you have a partner plan.
Plan	Allows you to choose objectives for a particular partner plan or all partner plans.
Plan Period	Allows you to choose objectives for a particular plan period or all plan periods.

Use the Show drop-down list in the chart to change between viewing:
Performance Over Time, which displays the performance of your partners across different plan periods for both quantity and amount metrics.
Performance On a Metric, which displays the performance of your partners over different metrics for both quantity and amount metrics.

To evaluate partner performance for an individual partner

Navigate to the Partners screen.
From the Show drop-down list, choose All Partners Across Organizations.
In the Partners list, select the record of the partner you want to evaluate.
Click the Partner Performance view tab.
Choose values in the following fields of the Objectives list to view the performance of your partner. When a combination of criteria is selected, you will see objectives that meet these criteria.

Field	Comment
Metric	Allows you to choose objectives for a particular metric or the metrics for which there are associated objectives. Note: The Performance On A Metric and the Performance Over Time charts are valid only if you choose a metric here.
Partner	Allows you to choose objectives for a particular partner or the partners in your portfolio for which you have a partner plan.
Plan	Allows you to choose objectives for a particular partner plan or all partner plans.
Plan Period	Allows you to choose objectives for a particular plan period or all plan periods.

Use the Show drop-down list in the chart to change between viewing:
Performance Over Time, which displays the performance of your partners across different plan periods for both quantity and amount metrics.
Performance On a Metric, which displays the performance of your partners over different metrics for both quantity and amount metrics.

To display charts evaluating Partner Performance

Navigate to the Partners screen.
In the Partners list, choose the partner whose performance you want to evaluate.
Click the Partner Performance view tab.

By default, Performance Over Time is selected in the Show drop-down list of the Partner Performance list.

In the Performance Over Time (Amount) or the Performance Over Time (Quantity) applets, use the drop-down lists to choose the time periods you want to display a chart for and the type of chart you want to display.

Charts are displayed showing the partner's performance during the time period as measured by an amount metric or by a quantity metric.

In the Show drop-down list of the Partner Performance list, choose Performance on a Metric.
In the Plan Objectives list, use the drop-down lists to choose the metric, the partner, the plan and the plan period that you want to measure performance on.
In the Performance On a Metric (Amount) or the Performance On a Metric (Quantity) applets, use the drop-down lists to choose the chart you want to display.

Charts are displayed showing the partner's performance against this metric for an amount metric or for a quantity metric.

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