My SmartViews

RPM_DASHBOARD

My SmartViews, My SmartViews

View your SmartViews.

Create Campaign Page

RPM_CAMPAIGN

Select Create Campaign from the Action field and click the Go button.

Create campaigns for selected audiences or segments.

Create Correspondence Page

RPM_CORRESPONDENCE

Select Create Correspondence from the Action field and click the Go button.

Create correspondence requests for selected accounts or segments.

Create Dialog Page

RPM_DIALOG

Select Create Dialog from the Action field and click the Go button.

Create advisor dialogs for selected audiences or segments.

Configure My SmartViews Profile

RPM_SETUP

Click the Configure toolbar button on the My SmartViews page.

Select audience or segment groups that the SmartViews is built for and templates that are used to look at the SmartViews.

Personalize Template

RPM_PERSONALIZE

Click the Personalize toolbar button on the My SmartViews page.

Select which goals or metrics and their data types to display on the SmartViews.

Set Template Metric History

RPM_HISTORY

Click the Edit History link on the Personalize Template page.

Configure options to display historical data.

Create Plan

RPM_PLANS

Select Create Account Plan from the Action field and click the Go button.

Create account plans for selected accounts.

Audience Plan

RSP_PLANNING

Select Create Audience Plan from the Action field and click the Go button.

Create audience plans for selected audiences.

Time Frame

Select a time period within which the SmartViews is displayed. The selected template dictates the available time frames in this drop-down list box. When you select a different template, the values in the Time Frame field may change accordingly.

For planning templates, the time frame selection always includes the current period specified in the template, the period previous to the current period, and the period after the current period.

For SmartViews templates, the time frame selection consists of the applicable time frame period type in the system for the current time you're looking at the SmartViews.

For example, if you access your SmartViews in January 1, 2006, the applicable time frame may include 2006 January, 2006 first quarter, 2006 fiscal year, and so on, depending on the time frame period types that are defined.

For each of these time periods, the selection also includes the one before and the one after the current one. Therefore, for the 2006 January time period, additional time frames 2005 December and 2006 February become available in the Time Frame drop-down field.

Update Display

Click to refresh the My SmartViews page. Make sure to click this button after making changes to the SmartView, Template, Time Frame, or Currency field.

Indicates the audience list. Clicking the adjacent audience link transfers you to the actual audience in the Manage Audiences component in a new browser window.

Indicates consumers. Clicking the adjacent consumer link transfers you to the actual consumer in the Consumer component in a new browser window.

Indicates partners. Clicking the adjacent partner link transfers you to the actual partner in the Partner component in a new browser window.

Indicates workers. Clicking the adjacent worker link transfers you to the actual worker in the Worker component in a new browser window.

Indicates companies. The lowest level of a segment group or audience is always companies. Clicking the adjacent company link transfers you to the actual company in the Company component in a new browser window.

Indicates that the type of the corresponding entity is unsupported, for example, site or broker.

Indicates the segment group.

and

Indicate segments. Clicking the adjacent segment link transfers you to the actual segment in the Segment component in a new browser window.

If you're in metric mode, click the second folder button of a segment to view a list of customers that belong to the segment. The presentation is identical to viewing an audience.

Click the third folder button to return to the segment group view. This drill-down capability is not applicable to the plan mode. The SmartViews is in plan mode when a planning template is in use.

Click to save changes you make on target values to the corresponding plan. This button doesn't apply if the SmartViews is in the metric mode (meaning a SmartViews template is in use).

Click to access the Email SmartView page, where you can send email to interested parties with the SmartViews as a .csv attachment. Users need to have an email address defined in the CRM system to send emails on this page. The SmartViews is sent to the user's email address that is specified for the business type on the Worker page.

Click to access the Filter SmartView page to filter customers that you see on the SmartViews. By default, the SmartViews shows 300 rows of data (recommended). Specify the row display setting on the SmartViews System Data page.

If you want to change the filter criteria, click the Change Filter button to access the Filter SmartView page and modify the values. Click the Remove Filter button to delete the filter. These two buttons appear only when you have applied filter to the audience or segment group on your SmartViews.

Note. The Apply Filter button does not appear in plan mode.

Click to access the Configure My SmartViews Profile page to select audience (and segment groups) and templates to view the SmartViews.

Click to access the Personalize Template page to select which goals or metrics and their data types to display on the SmartViews.

Click to immediately update the actual data for goals and metrics that is enabled for realtime update. The update applies to data in the time period you're currently viewing.

Click to validate the aggregated target values of accounts (or child segments) with the total value at the audience (or segment) level and show the result as pop-up window messages. The system disables this button when a SmartViews or an account template is in use, or when a filter is applied. This functionality is not applicable to goals or metrics that cannot be aggregated as defined.

Click to export the SmartViews grid to a spreadsheet in a new browser window.

and

Click to access the Summary page to view information pertaining to the corresponding customer. Both icons provide information about the data fetching result and list existing plans that the corresponding customer may have. The alert icon (the one with the exclamation point) is used typically when the system is unable to get certain data and someone in the team may need to review the issue. If you want to review the data fetching result and don't want to click the icon every time, place the cursor over the links; the system displays information about the result.

Action

Select an action to perform for selected customers. System-delivered options include Plan, Campaign, Dialog and Correspondence. You can create custom actions by writing application class code and referencing it in the SmartViews System Data page.

You can select to add an audience plan or account plan if you view an audience using a planning template (for audience and segment) on the My SmartViews page. Create one type of plan for the selected customers or accounts at a time.

If you create a campaign for an activity type that uses any of the listed marketing channels, you need to enter the corresponding required values on the Activities page of the Marketing Programs component to save the campaign:

• Order Capture channel: list, offer, and script name are required.

• Facsimile channel: list and package are required.

• Telemarketing channel: content, offer list, script name, and integration are required.

• Mail channel: list and package are required.

• Sales Agents channel: list is required.

• Advisor channel: advisor ID is required.

Currency Code

Select the default currency to use when this audience or segment group is selected.

Total Count

Specify the number of customers in this audience or segment group.

Enable

Select to show the corresponding goal or metric on the My SmartViews page.

Status, Target, Actual, Variance, and History

Select the corresponding check box to display data about the goal or metric on the SmartViews:

• Status displays the assessment icon of the goal for each customer. It applies to planning templates only.

• Target displays the current target value of the goal for each customer. It applies to planning templates only.

  If the goal is marked as prorated in Strategic Account Planning, a Prorated-T (prorated target) column is shown on the My SmartViews page if the Target check box is selected.

• Actual displays the current actual value of the goal or metric for each customer.

  Actual data comes from Strategic Account Planning when SmartViews are in plan mode. In metric mode, SmartViews data is retrieved from the data mart. Because of the difference in the way data is returned, discrepancies may occur if the times when the data was retrieved from both mechanisms are not the same.

• Variance displays the current variance value of the goal for each customer. It applies to planning templates only. The variance value is calculated as:

  Variance = (actual value − target value) / target value

• History displays historical information about the goal or metric for each customer.

Edit History

Click to access the Set Template Metric History page and specify the criteria for displaying historical data on the SmartViews.