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

Using Assessments to Evaluate Partner Performance

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

Assessments can also be used 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 section on setting up assessment templates in Siebel Applications Administration Guide.

To enter a partner company assessment

Navigate to the Partners screen.
In the Partners list, select the partner that you want to assess.
Click the Assessments view tab.

The Assessments list appears.

In the Assessments list, click the menu button, then click New Record to add a new record to this list.
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.

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

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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